Manager, Business Valuation

BDO; San Francisco (CA); On-site; USD 95,000 - 150,000; Full time

Job summary

BDO in San Francisco, CA is seeking an Analytics Manager for Valuation & Capital Markets to lead valuation engagements and manage staff. You will participate in all project phases from proposal through delivery and assist with business development and appraisal reviews.

The role requires experience in business valuation, strong analytical and communication skills, and the ability to guide a team in a deadline-driven environment. Travel within the US and internationally may be required.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics or related field.
• MBA/Master's preferred.
• 5–7 years of business valuation experience.
• Experience in financial reporting valuation and appraisal review.
• Licenses/certs: CPA, CFA, AM, ASA preferred.
• Strong communication and research skills.
• Ability to manage a team and meet deadlines.

Responsibilities

• Leads and delivers challenging valuation engagements from proposal to completion.
• Manages staff in development of valuation assignments.
• Supports business development activities and appraisal reviews.
• Performs company, industry and economic research.
• Analyzes client financial statements and constructs financial models.
• Develops and reviews cash flow forecasts and benchmark analyses.
• Documents work product and composes narrative valuation reports.
• Participates in client meetings and ensures quality controls.
• Supervises VCMA team and provides performance feedback.
• Interacts with internal and client personnel at all levels.

Skills

Analytical skills

Research skills

Team leadership

Communication skills

Project management

Deadline-driven

Education

Bachelor's degree in Accounting/Finance/Economics

MBA (Master's in Business Administration)

Tools

Microsoft Office Suite

Capital IQ

Bloomberg

Job description

Job Summary

The Valuation & Capital Markets Analytics 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 Valuation & Capital Markets Analytics Manager is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments. In addition, the Valuation & Capital Markets Analytics Manager will be charged with assisting with business development activities and appraisal reviews.

Job Duties

• 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 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
• Other duties as required

Supervisory Responsibilities

• Supervises the day-to-day workload of VCMA Senior Associates and Associates on assigned engagements and reviews work product
• Ensures VCMA Senior Associates and Associates are trained on all relevant valuation databases and models.
• Evaluates the performance of VCMA Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback and completes performance evaluations for VCMA Senior Associates and Associates
• Acts as Career Advisor to VCMA Senior Associates and Associates, as appropriate

Qualifications, Knowledge, Skills and Abilities

Education

• Bachelors degree in Accounting, Finance, Economics or other relevant field required
• Masters in Business Administration preferred

Experience

• Five (5) to seven (7) years of business valuation experience in a Big 4 or national basis required
• Significant experience in business valuation and intangible assets required
• Prior experience in financial reporting valuation and appraisal review

License/Certifications

• CPA, CFA, AM, ASA or other valuation industry credentials preferred

Software

• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
• Prior experience with Capital IQ and Bloomberg preferred

Language

• N/A

Other Knowledge, Skills & Abilities

• Superior oral and written communication skills
• Superior analytical and research skills
• Solid organizational skills especially ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capable of effective managing a team of valuation professionals and delegating work assignments as needed
• Capacity to build and maintain strong relationships with internal and client personnel
• Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to successfully interact with professionals at all levels
• Ability for intermittent travel within the US and internationally required

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $95,000 - $150,000
Maryland Range: $95,000 - $150,000
NYC/Long Island/Westchester Range: $95,000 - $150,000