BDO USA, LLP
Managing Director, Litigation Valuation Practice Leader
BDO USA, LLP, Rochester, New York, United States
Job Summary
The Valuation & Capital Market Analysis ("VCMA") Managing Director is responsible for providing expert opinions on the value of businesses, securities, and other assets in the context of legal disputes. 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 Managing Director will be leading business development activities to grow this segment of the VCMA practice.
Job Duties
Provides expert opinions on the value of businesses, securities, and other assets in legal disputes, including shareholder disputes, mergers and acquisitions, bankruptcy, and estate planning (probate)
Provides expert witness testimony in court and other legal proceedings
Conducts complex valuations and financial analysis, and prepares expert reports and other documentation to support expert opinions
Executes personal business development plan in conjunction with practice leadership which includes building and maintaining relationships with clients and legal counsel, and participating in business development activities to grow the practice
Understands how to work with Alliance Firms and coordinates with international firms as appropriate on opportunities as they arise
Stays current on relevant regulations, legal cases, and best practices to ensure engagement teams are delivering high quality work
Other duties as required
Supervisory Responsibilities
Supervises the day-to-day workload of VCMA staff on assigned engagements and reviews work product
Ensures VCMA staff are trained on all relevant valuation databases and models
Evaluates the performance of VCMA staff and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for VCMA staff
Acts as Career Advisor to VCMA staff, as appropriate
Qualifications, Knowledge, Skills, and Abilities Education
Bachelor's degree in Accounting, Finance, or Economics, required
Master's in Business Administration, preferred
Experience
Fifteen (15) or more years of experience in business valuation, with ten (10) or more years in litigation support, required
Direct testifying experience - hearings, depositions, and trials, required
License/Certifications
CPA, CFA, ASA, or other valuation industry credential, required
Software
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required
Experience with Capital IQ and Bloomberg, preferred
Languages
N/A
Other Knowledge, Skills, & Abilities
Superior verbal and written communication skills
Superior analytical and research skills
Solid organizational skills, especially the ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to effectively manage a team of valuation professionals and delegate work assignments as needed
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 to travel within the US and internationally, required
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $275,000 - $350,000
Colorado Range: $275,000 - $350,000
Illinois Range: $275,000 - $350,000
Maryland Range: $275,000 - $350,000
Massachusetts Range: $275,000 - $350,000
Minnesota Range: $275,000 - $350,000
New Jersey Range: $275,000 - $350,000
NYC/Long Island/Westchester Range: $275,000 - $350,000
Vermont Range: $275,000 - $350,000
Washington Range: $275,000 - $350,000
Washington DC Range: $275,000 - $350,000
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Job Duties
Provides expert opinions on the value of businesses, securities, and other assets in legal disputes, including shareholder disputes, mergers and acquisitions, bankruptcy, and estate planning (probate)
Provides expert witness testimony in court and other legal proceedings
Conducts complex valuations and financial analysis, and prepares expert reports and other documentation to support expert opinions
Executes personal business development plan in conjunction with practice leadership which includes building and maintaining relationships with clients and legal counsel, and participating in business development activities to grow the practice
Understands how to work with Alliance Firms and coordinates with international firms as appropriate on opportunities as they arise
Stays current on relevant regulations, legal cases, and best practices to ensure engagement teams are delivering high quality work
Other duties as required
Supervisory Responsibilities
Supervises the day-to-day workload of VCMA staff on assigned engagements and reviews work product
Ensures VCMA staff are trained on all relevant valuation databases and models
Evaluates the performance of VCMA staff and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for VCMA staff
Acts as Career Advisor to VCMA staff, as appropriate
Qualifications, Knowledge, Skills, and Abilities Education
Bachelor's degree in Accounting, Finance, or Economics, required
Master's in Business Administration, preferred
Experience
Fifteen (15) or more years of experience in business valuation, with ten (10) or more years in litigation support, required
Direct testifying experience - hearings, depositions, and trials, required
License/Certifications
CPA, CFA, ASA, or other valuation industry credential, required
Software
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required
Experience with Capital IQ and Bloomberg, preferred
Languages
N/A
Other Knowledge, Skills, & Abilities
Superior verbal and written communication skills
Superior analytical and research skills
Solid organizational skills, especially the ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to effectively manage a team of valuation professionals and delegate work assignments as needed
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 to travel within the US and internationally, required
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $275,000 - $350,000
Colorado Range: $275,000 - $350,000
Illinois Range: $275,000 - $350,000
Maryland Range: $275,000 - $350,000
Massachusetts Range: $275,000 - $350,000
Minnesota Range: $275,000 - $350,000
New Jersey Range: $275,000 - $350,000
NYC/Long Island/Westchester Range: $275,000 - $350,000
Vermont Range: $275,000 - $350,000
Washington Range: $275,000 - $350,000
Washington DC Range: $275,000 - $350,000
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