Director, Valuation Advisory — Remote AI-Driven Leader

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

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.