Valuation Manager - Business Advisory Services

Overview

Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Responsibilities

We are currently searching for a Manager to join our Forensics, Litigation, & Valuation Services (FLVS) practice as a critical part of our talented, highly experienced team and work at the forefront of high-profile engagements. Our team of valuation specialists deliver high quality analysis and advice across the business lifecycle, from acquisition to exit. As a Manager / Senior Manager, you will further develop extensive expertise mastering complex valuation and other financial consulting skills.

Baker Tilly US has a business valuation practice that is growing in size and profile. You will have the opportunity to develop your career through a broad array of engagements, mentoring and formal learning. You will have the support necessary to further develop technical and leadership skills and be a key contributor to shaping the practice's future.

Responsibilities:

• As a Manager, you will lead engagement teams in the execution of complex projects that serve our clients' critical valuation and financial consulting needs across the following contexts:
  • Transaction Support - You will lead projects that will assist clients in key strategic decisions relating to mergers and acquisitions, divestitures, joint ventures, and other transactions.
  • Financial Reporting - You will work with clients to develop analyses required for the preparation of their financial statements, across a wide array of contexts (purchase price allocations, intangible asset impairment analyses, issuance of stock based compensation, etc.).
  • Tax Reporting - You will undertake valuations for tax reporting purposes for gift and estate tax, deferred compensation issuance, transfer of assets, etc.
  • Financial Planning & Analysis (FP&A) - You will prepare financial projection models to help clients with key decisions relating to their operations, investment decisions, securities issuance, etc.
• Perform in-depth client, industry, competitor and market research
• Develop, populate, and review complex valuation and financial projection models
• Perform complex enterprise valuation analyses of companies across a broad spectrum of size, industry, and business lifecycle phase
• Perform value allocation analyses for companies with complex capital structures
• Perform complex intangible asset and contingent liability analyses applying Option Pricing Method, Monte Carlo Simulation, and other advanced methodologies
• Lead the engagement team in delivering on valuations, and direct all phases of planning and administration for those services
• Communicate with business owners, financial management, investors, lenders, and other parties to ensure delivery of exceptional client service.
• Develop and maintain relationships with colleagues in the firm, other service lines, and engagement/project teams
• Pursue new business development opportunities with existing and new clients

Qualifications

Successful candidates will have:

• • Bachelors Degree in Accounting, Finance, Economics, Business or other related field (MBA or MSc Finance preferred)
  • Minimum of six (6) years in business valuation services
  • Relevant certification - CFA or ASA preferred
  • Strong leadership, communication, project management, and team building skills
  • Excellent presentation skills
  • Demonstrated ability to apply critical thinking and problem solving skills against clear business recommendations
  • Proficient working knowledge of Microsoft Office Suite
  • Strong organizational skills and the ability to meet deadlines
  • Strong technical writing skills (clear, concise, and excellent grammar)
  • Possess great interpersonal skills and building strong client relationships
  • Ability for light travel

Additional Information

For California, Colorado, New York and Washington: The compensation range for this role is $113,640 to $240,850. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.