Director of Valuation Advisory

Conexus; California; Remote; USD 180,000 - 280,000; Full time

Benefits offered by this job

Medical, dental, vision

Paid time off

Annual bonus potential

Equity opportunities

Job summary

Conexus, an AI-native financial intelligence and advisory firm, seeks a Director of Valuation Advisory to lead complex engagements, serve as a senior client advisor, and help scale a growing practice. The role blends technical valuation leadership with business development and team development.

The ideal candidate has substantial middle-market valuation experience, strong modeling skills, and the ability to grow client relationships.

Qualifications

• 6+ years of professional valuation experience, ideally with Big Four or reputable accounting firm or investment bank.
• Bachelor’s degree in Accounting, Finance, Economics, Mathematics, or related field.
• At least one designation: CPA, CFA, ABV, CVA, ASA, or CEIV.
• Significant middle-market valuation experience across financial reporting, transaction analysis, and tax-related valuations.
• Strong financial modeling skills (DCF, market multiples, comparables, complex instruments).
• Strong technical judgment assessing business models, value drivers, risks, and company specifics.
• Excellent written and verbal communication; experience as primary client contact.
• Ability to manage multiple engagements and deadlines; high ownership and initiative.

Responsibilities

• Lead and oversee valuations of businesses, equity interests, and intangible assets for financial reporting, tax, gift and estate, and transaction purposes.
• Review and approve valuation reports and financial models for accuracy and defensibility.
• Provide technical guidance on complex valuation assignments and advise clients on conclusions.
• Serve as primary client contact and senior advisor to banks, accounting firms, PE firms, and private companies.
• Develop new client relationships and business development opportunities.
• Represent the firm in industry and professional communities.
• Lead, mentor, and develop Associates and Managers; provide technical guidance and quality control.
• Partner with product and engineering to leverage AI and automation in valuation workflows.
• Develop and refine valuation methodologies, frameworks, and tools to improve quality and efficiency.
• Drive process improvements and consistency across engagements.

Skills

Valuation leadership

Client relationship management

Financial modeling (DCF, comps)

Communication (written & verbal)

Multi-engagement management

Ownership & initiative

Education

Bachelor’s degree in Accounting/Finance/Economics/Mathematics

Job description

An AI-native financial intelligence and advisory firm focused on serving the private business economy. The firm provides independent business valuations, financial reporting, and advisory services to banks, accounting firms, private equity firms, and privately held companies. Its proprietary technology platform and database of more than 450,000 private-company financial statements and institutional transaction data support its valuation and advisory services.

The Opportunity

The Director of Valuation Advisory will lead complex valuation engagements, serve as a senior client advisor, develop new business relationships, and help scale a growing valuation practice. This role offers a combination of technical valuation leadership, client relationship management, business development, and team development.

The ideal candidate brings substantial middle-market valuation experience, strong technical expertise across financial reporting and tax-related valuations, and the ability to build client relationships and grow a practice. This is an opportunity to work within a technology-driven firm that leverages AI and automation to improve the valuation process and deliver more insightful client solutions.

Key Responsibilities

• Lead and oversee valuations of businesses, equity interests, and intangible assets for financial reporting (ASC 805, 350, 820, 718), tax, gift and estate, and transaction purposes.
• Review and approve valuation reports and financial models, ensuring conclusions are accurate, well-supported, and defensible to auditors, the IRS, and transaction counterparties.
• Provide technical guidance on complex valuation assignments and advise clients on valuation conclusions.
• Serve as the primary client contact and senior advisor to banks, accounting firms, private equity firms, and private companies.
• Develop new client relationships, referral channels, and business development opportunities.
• Represent the firm within relevant industry and professional communities.
• Lead, mentor, and develop Associates and Managers, providing technical guidance, feedback, and quality control.
• Partner with product and engineering teams to leverage AI, machine learning, and automation in valuation workflows.
• Develop and refine valuation methodologies, frameworks, and tools to improve quality, efficiency, and scalability.
• Drive process improvements and consistency across valuation engagements.

Must Haves

• 6+ years of professional valuation experience, ideally with a Big Four or reputable accounting firm or investment bank.
• Bachelor’s degree in Accounting, Finance, Economics, Mathematics, or a related field.
• At least one relevant designation: CPA, CFA, ABV, CVA, ASA, or CEIV.
• Significant middle-market business valuation experience across financial reporting, transaction analysis, and tax-related valuations, including gift and estate.
• Strong financial modeling skills, including DCF, market multiples, comparable transactions, and complex financial instruments.
• Strong technical judgment and ability to evaluate business models, value drivers, risks, and company-specific considerations.
• Excellent written and verbal communication skills, including experience serving as a primary client contact and presenting valuation conclusions.
• Ability to manage multiple engagements and deadlines effectively.
• High level of ownership, initiative, and ability to move projects forward with limited direction.

Why Consider This Opportunity?

• Fully remote opportunity with a growing, technology-driven valuation advisory firm.
• Leadership role combining technical valuation work, client advisory, business development, and team development.
• Opportunity to help shape and scale a growing valuation practice.
• Proprietary AI-powered platform and extensive private-company financial data designed to streamline traditional valuation workflows.
• Performance-based compensation, including annual bonus and origination commissions on collected revenue.
• Potential equity awards for top performers.
• Medical, dental, vision, and paid time off.