Valuations Assistant Manager

PKF Littlejohn; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

PKF Littlejohn is seeking a Valuations professional to deliver assignments for listed companies and owner-managed businesses. You will support management with scope, budgets and timelines, draft reports, and liaise with clients and audit teams.

You will apply PPA, discounted cash flows and option pricing techniques while maintaining high-quality, client-focused outputs. You should bring ACCA/ACA or CFA training, strong Excel/Word skills, and a proven valuation background.

Qualifications

• Understanding of accepted valuation approaches including PPA, DCF and option price valuation.
• Proven prior experience within valuations.
• Proficiency in report writing and preparing client-facing documents.
• Strong attention to detail.

Responsibilities

• Attend pre-assignment discussions with the client and valuations team.
• Assist the manager with scoping the assignment and valuation approach.
• Understand objectives, budget and timeline for each assignment.
• Request information from the client promptly to complete the assignment.
• Prepare valuation using firm templates and research the market.
• Draft the valuation report or client letter for review.
• Ensure work aligns with approved plan and budget.
• Provide challenge questions for audit support and client valuations.
• Flag developments that may change strategy and suggest solutions.
• Clear review points and respond to client queries professionally.

Skills

Valuation experience

Excel & Word

Communication skills

Independent worker

Education

ACCA/ACA or CFA

Job description

Overview of Firm

PKF Littlejohn is one of the leading challenger firms in the UK with offices in London, Leeds and Manchester. We are also an active member of PKF Global, an international network of legally independent accounting firms that gives us an on the ground presence in 150 countries around the world with access to more than 20,000 people across 440 offices globally. We provide a full range of audit, accountancy, tax and advisory services, and are experts at simplifying complexity. We are particularly well-known for working with complex clients with challenging issues in fast-moving and highly technical areas, such as the insurance industry, the global capital markets and the not for profit sector. Our aim is to understand people, the organisations they run, and what matters to them, so we can simplify complexity and help them achieve their ambitions.

Introduction to the Division

Valuations Team

'Variety' best describes the work of this division and in particular the Valuations team. You could be involved in valuations to support both listed companies or owner-managed businesses. They may include whole company valuations to support management in decision making in acquisitions or resolve shareholder disputes. Valuations for staff incentives, including share-based payments. Asset valuations, including intangible fixed assets for tax reporting or financial reporting purposes. These can include Purchase Price Allocations ("PPA"). In addition to work carried out for external clients, you will also be required to use your skills as a Valuations expert to support our own audit teams and challenge the valuation information provided by clients. Our clients include natural resource companies, tech companies, professional practices and retailers.

Responsibilities

Prior To The Assignment

• Attend pre-assignment discussions with the client (or audit team) and valuations team.
• Assist the manager with scoping the assignment and the valuation approach for that assignment.
• Understand the objectives of each assignment including the budget requirements and timeline.
• Request information from the client in a timely manner to complete the assignment.

During the assignment

• Be responsible for preparing the valuation using the firm’s templates and resources;
• Research the market the client is within;
• Draft the valuation report or letter for manager review;
• Ensure that the work undertaken is in accordance with the approved plan and budget;
• For audit support, prepare challenge questions for the client or client valuations expert;
• Advise the manager of any developments that may lead to a change in strategy;
• Suggest logical solutions to problems;
• Clear manager and partner review points and follow up any outstanding queries;
• Respond to all client queries and concerns in an efficient and professional manner, often dealing directly with senior management; and
• Provide sound advice to clients and demonstrate knowledge of business issues.

Person Specification

Skills, Experience And Qualifications

• ACCA/ACA, or equivalent, qualified or part CFA qualified
• An understanding of accepted valuation approaches including purchase price allocation, discounted cashflows and option price valuation methodology
• Proven prior experience within valuations
• A proficiency in report writing and experience in preparing client-facing documents
• Good attention to detail
• Strong communication skills
• Independent worker
• Strong Excel and Word skills