Managing Director, VCMA

BDO USA; Houston (TX); On-site; USD 180,000 - 300,000; Full time

Job summary

BDO USA is seeking a Managing Director for Valuation & Capital Markets Analytics in Houston. You will lead challenging valuation engagements from proposal to completion, manage staff, and help drive business development and client relationships.

The role requires overseeing project delivery, financial analysis, cash flow modeling, and development of narrative reports. You will collaborate with Alliance and International firms and travel as needed.

Qualifications

• Bachelor's degree in Accounting, Finance, or Economics required.
• MBA preferred.
• Ten+ years of business valuation experience at a Big 4 or national firm role.
• CPA/CFA/ASA or other valuation credentials preferred.
• Proficient with Microsoft Office; Capital IQ and Bloomberg preferred.

Responsibilities

• Lead and deliver valuation engagements from proposal through completion.
• Manage VBA staff and review work product; provide development feedback.
• Support business development and client relationship-building activities.
• Prepare exhibits and memos illustrating complex valuation issues.
• Ensure quality controls and timely delivery of reports.

Skills

Leadership

Analytical skills

Communication skills

Team management

Deadline-driven

Education

Bachelor's degree in Accounting/Finance/Economics

MBA

Tools

Microsoft Office

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.

This role will work a sporadic and fluctuating work schedule.

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, or Economics, 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, required
• 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