Valuation Principal

UHY International

116d

About The Position

The Principal is a leader in our firm who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities. The Principal may either be a subject matter expert, client service expert, or both. The Principal assists partner in assuming overall responsibilities in a variety of areas, including: engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.

Requirements

• Bachelor's degree in accounting, finance, economics, or a related field
• 8 – 12 years in relevant position
• Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation

Nice To Haves

• Master's degree in accounting, finance, economics, or a related field

Responsibilities

• Appropriately manage risk and ensure quality control procedures are being executed
• Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services
• Demonstrate technical knowledge effectively through written and verbal communication
• Provide strategic insights to clients by evaluating financial risks and opportunities associated with their assets, businesses, or investments
• Lead a team of valuation professionals, providing mentorship, guidance, and training to enhance their technical skills and professional development
• Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery
• Mentor and train new staff in areas of expertise and responsibility
• Oversee the financial aspects of valuation engagements, including budgeting, billing, and collections, to ensure profitability and efficiency
• Serve as a subject matter expert in valuation methodologies, industry trends, and regulatory requirements
• Provide expert guidance on complex valuation issues and collaborate with team members to ensure the highest quality of work
• Demonstrate knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
• Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparables, and scenario analysis
• Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements
• Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software
• Stay up-to-date with industry developments and contribute to the firm's thought leadership by delivering presentations, and participating in relevant industry events
• Supervisory responsibilities will supervise subordinate team members

Benefits

• Access comprehensive benefits including group health insurance
• Dental and vision coverage
• 401(k) retirement plans
• Generous paid time off (PTO) allowances

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees