Senior Valuation Leader - Client Growth & Mentorship

Mercer Capital; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

A growing business valuation and financial advisory firm in Texas is seeking a Senior Valuation Professional to manage engagements, develop client relationships, and mentor junior staff. The ideal candidate will have a Bachelor's degree with emphasis in finance or accounting, over 5 years of relevant experience, and advanced knowledge in valuation theory. Proficiency in Microsoft Office and strong writing and communication skills are required. This role supports professional growth in an entrepreneurial environment.

Qualifications

• Minimum of 5+ years professional experience in business valuation or a related field.
• Candidates with CFA, CPA, ASA, ABV, or other professional designations preferred.
• Must be eligible to work in the U.S. without employer sponsorship.

Responsibilities

• Manage valuation and financial advisory engagements.
• Develop and maintain client and referral relationships.
• Lead and implement the firm’s content marketing initiatives.
• Supervise and train junior staff.
• Prepare written reports and documentation.

Skills

Outstanding writing skills

Quantitative skills

Communication skills

Business valuation theory

Advanced knowledge of financial accounting

Proficiency in Microsoft Office

Education

Bachelor's degree in finance, economics, mathematics, or accounting

Job description

A growing business valuation and financial advisory firm in Texas is seeking a Senior Valuation Professional to manage engagements, develop client relationships, and mentor junior staff. The ideal candidate will have a Bachelor's degree with emphasis in finance or accounting, over 5 years of relevant experience, and advanced knowledge in valuation theory. Proficiency in Microsoft Office and strong writing and communication skills are required. This role supports professional growth in an entrepreneurial environment.