Managing Director, Intangible Asset Valuation
At a glance
Director-level Investment & Corporate Development role at BDO USA Experienced Career Site. United States · full-time · $250,000–$350,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Lead valuation engagements from proposal development through delivery, taking part in the work at each stage
- Build office growth plans with valuation leaders and develop executive relationships to support business lines
- Create valuation analyses using company and industry research, financial statements, models, forecasts and benchmarks
- Review reports and supporting materials, maintain work documentation and check deliverables for quality
- Direct staff on engagements, review their work, provide performance feedback and support their development
What you bring
- A bachelor’s degree in accounting, finance, economics or a related discipline
- More than ten years of business valuation work at a Big Four firm or in a national role at a smaller firm
- Substantial background valuing businesses and intangible assets, plus financial reporting valuation and appraisal review experience
Who this fits
This director-level role suits an experienced valuation professional who can lead client engagements, develop business and manage valuation staff. Intermittent travel within the US and internationally is required.
From the employer
Job Summary:
The Valuation & Capital Markets Analytics Managing Director is responsible for leading, executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation, through project completion. In this role, the Managing Director is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments. In addition, the Valuation & Capital Markets Analytics Managing Director will be charged with assisting with business development activities and appraisal reviews.
Job Duties:
- Executes office business development plan in conjunction with the Valuation leader
- Builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries
- Understands how to work with Alliance Firms and coordinates with International firms as appropriate on opportunities as they arise
- Contributes business development thought leadership, tools and resources to the broader national platform
- Ensures Client Project Delivery including but not limited to:
- Performing of related company, industry and economic research
- Analysis of client financial statements
- Construction of financial models
- Assessment of operational profitability and financial conditions
- Development and review of cash flow forecasts
- Performing of benchmark analysis
- Documentation and maintenance of all appropriate aspects of work product
- Composition of narrative reports in support of valuation analyses
- Preparation of necessary exhibits and memos in illustration of complex issues
- Ensuring of quality controls are adherence in association with all work products
- Participation in internal and external client meetings
- Other duties as required
Supervisory Responsibilities:
- Supervises the day-to-day workload of Valuation and Business Analytics (VBA) Staff on assigned engagements and reviews work product
- Ensures VBA Staff are trained on all relevant valuation databases and models.
- Evaluates the performance of VBA Staff and assists in the development of goals and objectives to enhance professional development
- Delivers periodic performance feedback and completes performance evaluations for VBA Staff
- Acts as Career Advisor to VBA Staff, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
- Bachelor’s degree in Accounting, Finance, Economics or other relevant field, required
- Master’s in Business Administration, preferred
Experience:
- Ten (10) plus years of business valuation experience at one of the Big 4 accounting firms or a national role at a small to mid-size firm required
- Significant experience in business valuation and intangible assets required
- Prior experience in financial reporting valuation and appraisal review required
License/Certifications:
- CPA, CFA, AM, ASA or other valuation industry credentials preferred
Software:
- Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
- Prior experience with Capital IQ and Bloomberg preferred
Other Knowledge, Skills & Abilities:
- Superior oral and written communication skills
- Superior analytical and research skills
- Solid organizational skills especially ability to meet project deadlines with a focus on details
- Ability to successfully multi-task while working independently or within a group environment
- Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
- Capable of effective managing a team of valuation professionals and delegating work assignments as needed
- Capacity to build and maintain strong relationships with internal and client personnel
- Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
- Executive presence and ability to act as primary contact on assigned engagements
- Ability to successfully interact with professionals at all levels
- Ability for intermittent travel within the US and internationally required