Business Valuation Director

CLA (CliftonLarsonAllen); Dallas (TX); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Flexible PTO

Parental leave (up to 12 weeks)

Volunteer Time Off

Mental health coverage

Fertility benefits

Job summary

CLA is seeking a Valuation Director/Manager to lead and manage valuation engagements for financial reporting, M&A, and strategic planning. You will oversee projects involving IP, intangible assets, and complex instruments, review reports, and support cross-functional teams with technical valuation expertise.

The role emphasizes client engagement, business development, and team leadership, with opportunities to mentor Associates and Seniors, drive innovation, and improve valuation processes

Qualifications

• 6 years of experience in valuation or similar consulting practice servicing clients.
• Bachelor’s degree in Accounting, Finance, Economics or related field.
• ABV, ASA, CVA, or related designation.
• Proficiency in Microsoft Office products required.
• Proficiency in financial modeling and valuation techniques.
• Proficiency with valuation standards and complex financial instruments.

Responsibilities

• Lead valuation leadership and manage valuation projects involving business enterprises, IP, intangibles, and complex financial instruments.
• Oversee valuations of equity, debt, derivatives, and structured securities for regulatory, transactional, and litigation purposes.
• Review and approve valuation reports and financial models for rigor, defensibility, and relevance.
• Collaborate with team members to resolve valuation issues for clients.
• Provide cross-functional valuation support to Assurance and Tax teams.
• Design and execute financial models to support litigation strategies and compliance assessments.

Skills

Valuation experience

Financial modeling

MS Office

Valuation standards

Professional designation (ABV/ASA/CVA)

Education

Bachelor's degree in Accounting, Finance, Economics

Tools

Microsoft Office

Job description

Job Description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About The Role

The Valuation Director/Manager role is a key contributor in performing valuation services to assist clients with financial reporting, business/management planning, mergers, acquisitions, dispositions, gift and estate tax reporting, tax planning and restructuring, litigation and dispute support, and strategic planning.

As a Business Valuation Director/Manager, You Will

• Valuation Leadership
• Manage valuation projects involving business enterprises, intellectual property, intangible assets, and complex financial instruments.
• Oversee valuations of equity, debt, derivatives, and structured securities for regulatory, transactional, and litigation purposes.
• Provide technical expertise in diverse and complex valuation assignments, including economic damages, Foreign Corrupt Practices Act (FCPA) investigations, and white‑collar crime defense.
• Review and approve valuation reports and financial models prepared by internal teams or external firms, ensuring methodological rigor, defensibility, and strategic relevance.
• Collaborate with team members to resolve valuation issues for clients.
• Litigation & Forensic Support
• Deliver valuation support for forensic, litigation, and investigative assignments.
• Provide cross-functional valuation support to Assurance and Tax teams.
• Design and execute financial models to support litigation strategies and compliance assessments.
• Draft and review technical reports, exhibits, and expert testimony materials with precision and legal defensibility.
• Client Engagement & Business Development
• Cultivate and manage client and referral relationships, serving as a trusted advisor throughout the engagement lifecycle.
• Lead client communications, present findings, and resolve valuation‑related issues in collaboration with internal and external stakeholders.
• Support business development efforts by identifying client needs, contributing to proposals, and representing the valuation practice in industry forums.
• Team Leadership & Development
• Supervise and mentor a team of Associates, Seniors, reviewing their analysis and deliverables for quality and consistency.
• Offer training, coaching, and career development opportunities to build technical capabilities and promote professional growth across the team.
• Innovation & Process Improvement
• Drive innovation by developing and refining automation tools and valuation frameworks to enhance efficiency, scalability, and analytical depth.
• Propose and implement process improvements that elevate the quality and consistency of valuation services across the firm.

What You Will Need

• 6 years of experience in valuation or a similar consulting practice/function servicing clients.
• Bachelor’s degree in Accounting, Finance, Economics or related field.
• ABV, ASA, CVA, or related designation.
• Proficiency in Microsoft Office products (Word, Excel, Outlook, etc.) required.
• Proficiency in financial modeling and valuation techniques.
• Proficiency with valuation standards and complex financial instruments.

Our Perks

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Fertility benefits

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in New Jersey is: $137,000- $206,000

The compensation range for this position in New York is: $141,000- $213,000

The compensation range for this position in Massachusetts is: $127,000- $206,000

The compensation range for this position in Minnesota is: $108,000- $185,000

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.