Senior Valuation Director — Flexible PTO & Parental Leave

CliftonLarsonAllen LLP; Boston (MA); On-site; USD 127,000 - 206,000; Full time

Benefits offered by this job

Flexible PTO

Parental leave up to 12 weeks

Mental health coverage

Fertility benefits

Wellness program

Job summary

CliftonLarsonAllen LLP (CLA) in Boston, MA, seeks a Valuation Director/Manager to lead complex valuation engagements across business enterprises, IP, and financial instruments. You will supervise teams, ensure rigor in reports, and advise clients through litigation and strategic planning.

Strong modeling, standards knowledge, and cross-functional collaboration are essential. The role emphasizes client relationship management, business development, and innovation in valuation processes.

Responsibilities

• Manage valuation projects involving business enterprises, intellectual property, intangible assets, and complex financial instruments.
• Oversee valuations of equity, debt, derivatives, and structured securities for regulatory, transactional, and litigation purposes.
• Provide technical expertise in diverse and complex valuation assignments, including economic damages, FCPA investigations, and white-collar crime defense.
• Review and approve valuation reports and financial models prepared by internal teams or external firms, ensuring methodological rigor, defensibility, and strategic relevance.
• Collaborate with team members to resolve valuation issues for clients.
• Deliver valuation support for forensic, litigation, and investigative assignments.
• Provide crossfunctional valuation support to Assurance and Tax teams.
• Design and execute financial models to support litigation strategies and compliance assessments.
• Draft and review technical reports, exhibits, and expert testimony materials with precision and legal defensibility.
• Cultivate and manage client and referral relationships, serving as a trusted advisor throughout the engagement lifecycle.
• Lead client communications, present findings, and resolve valuation-related issues in collaboration with internal and external stakeholders.
• Support business development efforts by identifying client needs, contributing to proposals, and representing the valuation practice in industry forums.
• Supervise and mentor a team of Associates, Seniors, reviewing their analysis and deliverables for quality and consistency.
• Offer training, coaching, and career development opportunities to build technical capabilities and promote professional growth across the team.
• Drive innovation by developing and refining automation tools and valuation frameworks to enhance efficiency, scalability, and analytical depth.
• Propose and implement process improvements that elevate the quality and consistency of valuation services across the firm.

Job description

CliftonLarsonAllen LLP (CLA) in Boston, MA, seeks a Valuation Director/Manager to lead complex valuation engagements across business enterprises, IP, and financial instruments. You will supervise teams, ensure rigor in reports, and advise clients through litigation and strategic planning.

Strong modeling, standards knowledge, and cross-functional collaboration are essential. The role emphasizes client relationship management, business development, and innovation in valuation processes.