Managing Director, Business Valuation / Intangible Assets

BDO Capital Advisors, LLC; United States; On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan (ESOP)

Flexible opportunities for advancement

Supportive work environment

Job summary

A leading financial advisory firm is seeking a Managing Director for Business Valuation / Intangible Assets. This role involves overseeing valuation engagements, managing staff, and driving business development efforts. Candidates must have extensive experience in business valuation, preferably from a top accounting firm, and hold relevant academic credentials. The position offers an attractive salary and robust support for professional growth.

Qualifications

• Ten plus years of business valuation experience at Big 4 or national role.
• Significant experience in business valuation and intangible assets required.
• Prior experience in financial reporting valuation and appraisal review.

Responsibilities

• Lead valuation engagements from proposal to completion.
• Manage business valuation assignments and staff.
• Contribute to business development activities.

Skills

Superior oral and written communication skills

Superior analytical and research skills

Solid organizational skills

Ability to manage a team

Ability to build strong relationships

Education

Bachelor's degree in Accounting, Finance, Economics or relevant field

Master's in Business Administration

Tools

Microsoft Office Suite (Excel, PowerPoint, Word)

Capital IQ

Bloomberg

Job description

Managing Director, Business Valuation / Intangible Assets

United States

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

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities

*Benefits may be subject to eligibility requirements.

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