PKF O’Connor Davies
Valuations Manager / Director
PKF O’Connor Davies, Woburn, Massachusetts, United States, 01813
About PKF O’Connor Davies
PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.
Our mission is to provide exceptional service while fostering long‑term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.
At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.
If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!
Locations Boston, MA; Woburn, MA; Providence, RI or CT (Stamford, Shelton or Wethersfield)
Overview The Business Valuations Manager or Director will be part of the Valuation Services team and will provide support and related consulting services to clients with an emphasis on Business Valuation. The Valuation Services practice performs valuations of closely held companies, intangible assets, derivatives, and other assets / liabilities for tax and financial statement reporting, mergers and acquisitions, strategic planning, and other purposes.
Essential duties include but are not limited to :
Overall daily management of engagement
Design scope of work for engagements
Responsible for quality control and accuracy of client deliverables
Develop and maintain sustainable client and referral relationships
Develop complex financial analyses and financial models
Review and analyze client financial data, market data, industry data, and economic data
Improve internal processes, procedures, policies, analyses, and models
Prepare and review valuation analyses and reports of businesses and equity interests for tax and regulatory compliance, restructuring and reorganization, strategic planning, transaction advisory, and litigation purposes
Actively pursue and assist in business development efforts, including collaboration with other PKFOD practices
Supervise, mentor, and develop staff; provide performance feedback and training
Communicate the status of engagements and deliverables on a regular basis
Qualifications
Bachelor’s degree in Finance, Accounting, Business Administration, or related field
ASA and / or CFA designation (or significant progress made towards the designation and expected to be obtained within 2 years) and / or CPA / ABV designation
6+ years business valuation experience (tax, transactional, litigation) with a Big 4, Top 20 public accounting and advisory firm, or national valuation firm
Ability to work independently on multiple engagements simultaneously with competing priorities in a rapidly growing, fast‑paced, interactive, results‑based environment
Strong analytical and financial modeling skills
Strong knowledge of corporate finance and financial accounting
Experience working with Capital IQ
Proven ability to effectively interact directly with senior client personnel and key decision‑makers
Ability to recognize opportunities for other advisory and compliance services
Testifying experience on valuation matters is a plus
Ability to work additional hours as needed to meet client deliverables
Local travel to client locations and / or other PKFOD office locations may be required
Compensation & Benefits Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.
At PKFOD, we value our team members and are committed to their success and well‑being. As part of our comprehensive benefits and compensation package, we offer :
Medical, Dental, and Vision plans
Basic Life, AD&D, and Voluntary Life Insurance
401(k) plan and Profit‑Sharing program
Flexible Spending & Health Saving accounts
Employee Assistance, Wellness, and Work‑life programs
Commuter & Parking benefits programs
Inclusive Parental Leave Benefits
Generous Paid Time Off (PTO)
Paid Firm Holidays
Community & Volunteering programs
Recognition & Rewards programs
Training & Certification programs
Discretionary Performance Bonus
Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.
We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy / religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
To all staffing agencies :
PKF O'Connor Davies Advisory, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and / or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition.
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Our mission is to provide exceptional service while fostering long‑term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.
At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.
If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!
Locations Boston, MA; Woburn, MA; Providence, RI or CT (Stamford, Shelton or Wethersfield)
Overview The Business Valuations Manager or Director will be part of the Valuation Services team and will provide support and related consulting services to clients with an emphasis on Business Valuation. The Valuation Services practice performs valuations of closely held companies, intangible assets, derivatives, and other assets / liabilities for tax and financial statement reporting, mergers and acquisitions, strategic planning, and other purposes.
Essential duties include but are not limited to :
Overall daily management of engagement
Design scope of work for engagements
Responsible for quality control and accuracy of client deliverables
Develop and maintain sustainable client and referral relationships
Develop complex financial analyses and financial models
Review and analyze client financial data, market data, industry data, and economic data
Improve internal processes, procedures, policies, analyses, and models
Prepare and review valuation analyses and reports of businesses and equity interests for tax and regulatory compliance, restructuring and reorganization, strategic planning, transaction advisory, and litigation purposes
Actively pursue and assist in business development efforts, including collaboration with other PKFOD practices
Supervise, mentor, and develop staff; provide performance feedback and training
Communicate the status of engagements and deliverables on a regular basis
Qualifications
Bachelor’s degree in Finance, Accounting, Business Administration, or related field
ASA and / or CFA designation (or significant progress made towards the designation and expected to be obtained within 2 years) and / or CPA / ABV designation
6+ years business valuation experience (tax, transactional, litigation) with a Big 4, Top 20 public accounting and advisory firm, or national valuation firm
Ability to work independently on multiple engagements simultaneously with competing priorities in a rapidly growing, fast‑paced, interactive, results‑based environment
Strong analytical and financial modeling skills
Strong knowledge of corporate finance and financial accounting
Experience working with Capital IQ
Proven ability to effectively interact directly with senior client personnel and key decision‑makers
Ability to recognize opportunities for other advisory and compliance services
Testifying experience on valuation matters is a plus
Ability to work additional hours as needed to meet client deliverables
Local travel to client locations and / or other PKFOD office locations may be required
Compensation & Benefits Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.
At PKFOD, we value our team members and are committed to their success and well‑being. As part of our comprehensive benefits and compensation package, we offer :
Medical, Dental, and Vision plans
Basic Life, AD&D, and Voluntary Life Insurance
401(k) plan and Profit‑Sharing program
Flexible Spending & Health Saving accounts
Employee Assistance, Wellness, and Work‑life programs
Commuter & Parking benefits programs
Inclusive Parental Leave Benefits
Generous Paid Time Off (PTO)
Paid Firm Holidays
Community & Volunteering programs
Recognition & Rewards programs
Training & Certification programs
Discretionary Performance Bonus
Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.
We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy / religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
To all staffing agencies :
PKF O'Connor Davies Advisory, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and / or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition.
#J-18808-Ljbffr