Business Valuation Manager

Rea & Associates, Inc.; Oklahoma; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health Care Plan

Retirement Plan

Life Insurance

Family Leave

Short/Long Term Disability

Training & Development

'Work From Anywhere' Option

Wellness Resources

PTO & Holidays

Job summary

Rea is seeking a highly motivated Business Valuation Manager to lead valuation engagements for clients in the Cleveland, Ohio area. You will participate in proposals, manage projects, and supervise staff on assigned engagements. The role requires a Bachelor’s in Accounting/Finance/Economics, 7–10 years of experience, and credentials such as ABV, ASA, CFA, or CVA.

Travel is expected about 10–15%. Rea offers a comprehensive benefits package including health, retirement, life insurance, family

Qualifications

• Bachelor's degree with emphasis in Accounting, Finance or Economics.
• 7-10 years of relevant valuation experience.
• Credentials: ABV, ASA, CFA or CVA.
• Ability to network, market, and generate revenues.
• Understanding of valuation theory and principals.
• Experience in litigation support preferred.
• Strong written and verbal communication skills.

Responsibilities

• Lead, execute and deliver challenging valuation engagements.
• Participate in proposals through project completion.
• Manage staff and supervise day-to-day workloads.
• Analyze client financial statements and economic research.
• Construct financial models and forecast cash flows.
• Prepare exhibits, memos and narrative reports.
• Ensure quality controls on all work products.
• Present conclusions and testify as needed.
• Travel to meet client base as required (10-15%).

Skills

Strong communicator

Financial analysis

Financial modeling

Business development

Travel 10-15%

Education

Bachelor's degree in Accounting/Finance/Economics

Job description

Rea is a growing Top 100 business advisory & accounting firm providing our clients services intax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

We are looking for a highly motivated Business Valuation Manager who is a strong communicator that will work, and travel to meet the needs of our client base in Cleveland, Ohio. Our Business Valuation Services team helps our clients find the value of their business and strategically plan for the future through a variety of valuation & transaction advisory services.

The Business Valuation Manager is responsible for leading, executing, and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation, through project completion. In this role, the Manager is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments.

Responsibilities

• Performs related company, industry, and economic research
• Analyzes client financial statements
• Constructs financial models
• Assesses operational profitability and financial conditions
• Develops and reviews cash flow forecasts
• Performs benchmark analysis
• Documents and maintains all appropriate aspects of the work product
• Composes narrative reports in support of valuation analyses
• Prepares necessary exhibits and memos in illustration of complex issues
• Ensures quality controls are adhered in association with all work products
• Participates in internal and external client meetings
• Assists and provides guidance to peers and staff members in the development of project plans and timelines for deliverables
• Supervises the day-to-day workload of Senior Associates/Associates on assigned engagements and reviews work product. Responsible for ensuring associates are trained, evaluate performance and career development.
• Other duties as required

• Bachelors Degree, with an emphasis in Accounting, Finance or Economics
• 7-10 years of relevant experience is required
• One of the following credentials in valuation: ABV, ASA, CFA, CVA
• Demonstrated ability to network, market, develop leads and generate revenues
• Experience with and understanding of valuation theory and principals
• Experience in litigation support preferred:
• Understanding of economic damage theories and performing and reviewing financial analyses
• Ability to analyze agreements, contracts and legal documents
• Familiarity with legal concepts and procedures
• Ability to review and prepare reports of findings, present conclusions and testify as needed
• Strong and effective verbal and written communication skills
• Strong analytical and research skills including – research market data, including industry dynamics and financial and economic data
• Proven ability to work in deadline driven environment
• Solid organizational skills with the ability to focus on multiple projects and meet various deadlines
• Travel requirements: 10-15%

Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k with 3% contribution)
• Life Insurance (Basic, Voluntary & AD&D)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• 'Work From Anywhere' Option
• Wellness Resources
• Four (4) weeks PTO
• Twelve (12) paid holidays, of which three (3) are floating holidays

Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.