Managing Director, Business Valuation Intangible Assets

BDO USA, LLP; Chicago (IL); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Professional development

Job summary

BDO USA, LLP seeks a Valuation & Capital Markets Analytics Managing Director to lead challenging valuation engagements from initial proposal through project completion.

This role requires managing staff, supporting business development, and coordinating with Alliance Firms and international partners to grow the office’s capabilities.

Qualifications

• Ten plus years in business valuation at Big 4 or national firm.
• Significant experience in business valuation and intangible assets.
• Experience with financial reporting valuation and appraisal review.

Responsibilities

• Lead and manage valuation engagements from proposal to delivery.
• Develop staff and supervise VBA team on engagements.
• Contribute to business development and client meetings.
• Review work products for quality controls and accuracy.

Skills

Executive presence

Oral and written communication

Analytical skills

Staff leadership

Time management

Client relationship management

Travel flexibility

Education

Bachelor's degree in Accounting/Finance/Economics

MBA preferred

Tools

Microsoft Office Suite (Excel, PowerPoint, Word)

Capital IQ

Bloomberg

Job description

Job Summary

The Valuation & Capital Markets Analytics Managing Director 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 Managing Director 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 Managing Director will be charged with assisting with business development activities and appraisal reviews.

Job Duties

• Executes office business development plan in conjunction with the Valuation leader
• Builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries
• Understands how to work with Alliance Firms and coordinates with International firms as appropriate on opportunities as they arise
• Contributes business development thought leadership, tools and resources to the broader national platform
• Ensures Client Project Delivery including but not limited to:
  • Performing of related company, industry and economic research
  • Analysis of client financial statements
  • Construction of financial models
  • Assessment of operational profitability and financial conditions
  • Development and review of cash flow forecasts
  • Performing of benchmark analysis
  • Documentation and maintenance of all appropriate aspects of work product
  • Composition of narrative reports in support of valuation analyses
  • Preparation of necessary exhibits and memos in illustration of complex issues
  • Ensuring of quality controls are adherence in association with all work products
  • Participation in internal and external client meetings
• Other duties as required

Supervisory Responsibilities

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

Qualifications, Knowledge, Skills and Abilities

Education

• Bachelor's degree in Accounting, Finance, Economics or other relevant field, required
• Master's in Business Administration, preferred

Experience

• Ten (10) plus years of business valuation experience at one of the Big 4 accounting firms or a national role at a small to mid-size firm required
• Significant experience in business valuation and intangible assets required
• Prior experience in financial reporting valuation and appraisal review required

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

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: $250,000 - $350,000

Maryland Range: $250,000 - $350,000

NYC/Long Island/Westchester Range: $250,000 - $350,000

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets