BDO USA, LLP
Managing Director, Business Valuation - Intangible Assets
BDO USA, LLP, Chicago, Illinois, United States, 60290
Job Summary
The Valuation & Capital Markets Analytics Managing Director is responsible for leading, executing and delivering 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 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 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 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
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.
National Range: $250,000 - $350,000
Maryland Range: $250,000 - $350,000
NYC/Long Island/Westchester Range: $250,000 - $350,000
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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 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 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 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
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.
National Range: $250,000 - $350,000
Maryland Range: $250,000 - $350,000
NYC/Long Island/Westchester Range: $250,000 - $350,000
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