Managing Director, Valuations

Jobtailor; Illinois; On-site; USD 190,000 - 300,000; Full time

Job summary

Armanino LLP is seeking a seasoned leader to drive the growth of its Valuation and Financial Modeling practice in a senior capacity. The role includes overseeing high-stakes engagements, mentoring staff, and expanding market presence while collaborating with the Forensics team to deliver integrated client solutions.

Ideal candidates bring 12+ years of valuation experience, prestigious credentials, and a proven track record in client development, complex modeling, and strategic planning within a

Qualifications

• Bachelor's degree required in accounting, finance, business, economics, mathematics, engineering, or related field.
• Minimum of 12 years of valuation experience at a major regional, national, or Big 4 firm, or large boutique advisory firm.
• Credentials such as ASA, CFA, CPA/ABV, CEIV, CVA, CVFI or similar preferred.
• Proven ability to develop and expand client relationships and source new opportunities.
• Extensive experience leading complex valuation and financial modeling engagements.

Responsibilities

• Lead the growth of the valuation and financial modeling practice, including revenue generation and market expansion.
• Drive new business development through networking and client relationship cultivation.
• Serve as trusted advisor on complex valuation matters including financial reporting and transaction support.
• Oversee complex engagements with focus on quality, timely delivery, and profitability.
• Collaborate with forensic practice to deliver integrated solutions across multiple disciplines.
• Mentor valuation professionals and build a scalable team culture.
• Oversee engagement economics such as budgeting, realization, and billing.

Skills

Valuation Engagement Leadership

Financial Modeling Expertise

Client Relationship Development

Business Development Strategy

Forensic Accounting Collaboration

Education

Bachelor's degree in Accounting, Finance, Business, Economics, Mathematics, Engineering, or a related field

Tools

Valuation Analysis

Financial Reporting

Tax Planning

Transaction Support

Litigation Support

Budgeting

Utilization Management

ASC 805

ASC 350

409A/ASC 718

Job description

• Lead the growth of Armanino’s Valuation and Financial Modeling practice, including revenue generation, market expansion, talent development, operational performance, quality control, and strategic planning.


• Drive new business development efforts through networking, referrals, industry involvement, and cultivation of relationships with clients, attorneys, private equity sponsors, investment bankers, and other centers of influence.


• Serve as a trusted advisor to clients on complex valuation and financial modeling matters, including financial reporting, tax planning, transaction support, litigation support, strategic planning, and decision-support analyses.


• Lead and oversee complex valuation and financial modeling engagements, ensuring technical quality, timely delivery, effective client communication, and adherence to Armanino’s A+ Execution standards.


• Collaborate closely with the Forensics practice to deliver integrated client solutions across valuation, dispute consulting, forensic investigations, damages analyses, and litigation support engagements.


• Build and deepen relationships with senior executives, business owners, legal counsel, private equity sponsors, investment bankers, and other centers of influence to generate opportunities and expand market presence.


• Oversee engagement economics, including budgeting, realization, utilization, billing, collections, and overall practice profitability.


• Lead, mentor, and develop valuation professionals while building a collaborative, growth-oriented team culture that supports hiring, coaching, performance management, career development, and practice scalability.


• Build team culture and create an environment that supports growth, collaboration, and scalability.


• Provide strategic oversight of financial analyses and valuation models utilizing income, market, and asset-based approaches.


• Support the preparation and review of valuation analyses for financial reporting (ASC 805, ASC 350), tax planning, 409A/ASC 718, gift and estate tax, mergers and acquisitions, litigation support, and other valuation-related matters.


• Serve as a thought leader in the valuation marketplace through speaking engagements, publications, networking events, and professional organizations.


• Foster a commercial mindset across the Valuation and Forensics teams by coaching professionals to identify client needs, surface cross-practice opportunities, and contribute to sustainable practice growth.

Requirements

• Bachelor's degree in Accounting, Finance, Business, Economics, Mathematics, Engineering, or a related field.


• Minimum of 12 years of experience in valuation within a major regional, national, or Big 4 public accounting firm, or large boutique advisory firm.


• One or more relevant valuation or finance credentials strongly preferred, such as ASA, CFA, CPA/ABV, CEIV, CVA, CVFI, or similar credentials demonstrating senior technical expertise.


• Demonstrated success developing and expanding client relationships, building a strong internal network, and sourcing new business opportunities.


• Extensive experience leading complex valuation and financial modeling engagements, managing client-facing consulting teams, reviewing technical work product, and developing professionals at multiple levels.


• Experience collaborating with forensic accounting, litigation consulting, dispute advisory, tax, audit, transaction advisory, or other complementary practices to deliver integrated client service.


• Recognized industry presence through speaking engagements, publications, professional associations, or thought leadership activities.

Core Competencies

Demonstrates extensive expertise in Valuation and Financial Modeling, with a strong focus on client relationship management, strategic planning, and operational performance. Proven ability to lead and mentor teams while ensuring high-quality deliverables and adherence to industry standards.

Highest-signal resume keywords

• Valuation Engagement Leadership


• Financial Modeling Expertise


• Client Relationship Development


• Business Development Strategy


• Forensic Accounting Collaboration

ATS Optimization Keywords

Hard Skills

• Valuation Analysis


• Financial Reporting


• Tax Planning


• Transaction Support


• Litigation Support


• Budgeting


• Utilization Management


• ASC 805


• ASC 350


• 409A/ASC 718

Soft Skills

• Mentoring


• Collaboration


• Communication


• Coaching


• Team Building

Certifications & Qualifications

• ASA


• CFA


• CPA/ABV


• CEIV


• CVA


• CVFI

Industry Keywords

• Public Accounting


• Advisory Firm


• Forensic Investigations


• Dispute Consulting


• Private Equity


• Investment Banking


• Market Expansion


• Quality Control


• Strategic Planning


• Thought Leadership