Business Valuation Supervisor

Rea; Cleveland (OH); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health insurance

401(k)

Life Insurance

Family leave

Disability insurance

Training & development

Work From Anywhere

Wellness resources

4 weeks PTO

12 holidays incl. floating

Job summary

Rea, a growing Top 100 business advisory & accounting firm, seeks a Business Valuation Supervisor in Cleveland, OH. You will oversee in-depth financial analyses, build complex valuation models, and apply various techniques to inform client decisions.

You'll collaborate with clients to uncover value drivers, deliver insights, and mentor junior analysts while leading engagements and ensuring quality of earnings engagements when needed.

Qualifications

• Bachelor's degree in Finance or Accounting; Masters preferred.
• 5–10+ years of business valuation experience.
• CFA, ABV, ASA, or CVA certifications are preferred.
• Strong knowledge of financial analysis and valuation methods.
• Advanced Excel modeling and ability to interpret complex models.
• Ability to convey complex concepts clearly to clients.

Responsibilities

• Execute in-depth financial and valuation analyses using multiple methodologies.
• Develop complex financial models to support valuation assessments.
• Apply techniques like DCF, CAPE, and public company analysis.
• Collaborate with clients to identify value drivers and strategic considerations.
• Provide expert-level insights and recommendations based on valuations.
• Prepare comprehensive valuation reports with clear conclusions.
• Mentor junior analysts and interns; supervise engagements.
• Conduct Quality of Earnings engagements and related advisory work.
• Represent findings to clients and maintain strong relationships.

Skills

Financial analysis

Valuation modeling

Client communication

Leadership

Quality of Earnings

Education

Bachelor's in Finance/Accounting

Masters preferred

Tools

Excel modeling

Valuation software

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 and Florida, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

The Business Valuation Supervisor oversees the execution of in-depth financial and valuation analyses employing various methodologies to provide accurate assessments. This role will dive into complex financial models, collaborate with clients to uncover their unique value drivers, and offer expert insights that shape their strategic decisions.

Responsibilities

• Execute in-depth financial and valuation analyses using various methodologies
• Develop complex financial models to support valuation assessments
• Apply diverse valuation techniques such as capitalization of earnings, public company analysis, and discounted cash flow analysis
• Utilize a comprehensive toolkit of valuation methodologies to ensure accurate and well-rounded assessments
• Gain a deep understanding of client businesses through effective communication and management interviews
• Collaborate with clients to identify key value drivers and strategic considerations
• Provide expert-level insights and recommendations based on valuation outcomes
• Produce and prepare comprehensive valuation reports detailing analysis, assumptions, and conclusions, presenting findings and insights to clients in a clear and concise manner
• Work collaboratively with team members on various engagements
• Provide leadership and guidance, and mentorship to junior analysts and interns, and leverage and supervisory experience
• Ability to perform Quality of Earnings engagements and provide related transaction advisory services
• Share industry best practices and keep the team informed about emerging trends in business valuation
• Utilize strong networking skills to cultivate and maintain relationships with clients, resulting in successful engagement acquisition and closure
• Conduct site-visits and assist junior team members with completing ride-alongs

Requirements

• Bachelor's degree in Finance or Accounting, Masters preferred
• Minimum of 5-10 years of relevant experience in business valuation
• Industry specific certifications (CFA, ABV, ASA, or CVA)
• In-depth knowledge of financial analysis principles
• Proficiency in various business valuation methodologies and techniques
• Advanced skills in developing and interpreting complex financial models
• Knowledge of relevant regulations and standards governing business valuations
• Strong written and verbal communication skills, with the ability to convey complex financial concepts in a clear and understandable manner
• Capacity to think strategically and contribute to clients' long-term planning
• Ability to conduct high-level management interviews, extracting pertinent information to enhance valuation processes
• Advanced modeling skills using tools like Excel to support valuation assessmentsSupervisory skills to guide a team effectively

Benefits

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.