Senior Valuation Professional

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

Available Position: Senior Valuation Professional

Mercer Capital seeks talented individuals who want to further their career in business valuation at an established and growing firm. Both Vice President and Senior Vice President roles are available, as appropriate, for the right candidates.

Mercer Capital provides a unique opportunity to elevate your professional development while working with a talented analytical team. As a senior valuation professional, you will use your expertise to lead engagements, develop client relationships, mentor more junior staff, and contribute to the continued growth of the firm.

Founded over forty years ago, Mercer Capital is an employee-owned business valuation and financial advisory firm. Our clients range from private family-owned businesses to public corporations, from smaller companies to large multinationals across a broad range of industries. In a typical year, we complete approximately 750+ engagements for both domestic and international clients. Our services include valuations of businesses and securities for the purpose of financial reporting, employee stock ownership plans, tax planning, transaction consulting, and litigation support. In addition, we provide transaction consulting and opinions, strategic planning, and shareholder development.

Responsibilities of the Position

Management of valuation and financial advisory engagements

Development and maintenance of client and referral relationships

Leadership and implementation of the firm’s content marketing initiatives

Supervision and training of junior staff

Preparation of written reports and documentation

Qualifications

Bachelor’s degree (with an emphasis in finance, economics, mathematics, or accounting preferred).

Minimum of 5+ years professional experience in business valuation or a related field

Advanced knowledge of business valuation theory, economics, and principles of financial accounting

Outstanding writing, quantitative, and communication skills are required.

Candidates who have attained the CFA, CPA, ASA, ABV, or other professional designations will receive preference.

Proficiency in Microsoft Office (Excel, PowerPoint, Word) required.

Must be eligible to work in the U.S., without employer sponsorship, at the time of hire and in the future.

Locations

Houston, Texas

Winter Park, Florida

This is an in-office position

Mercer Capital is a platform for personal and professional growth.

Join our rapidly growing team of bright, curious, and ambitious professionals in an entrepreneurial work environment that will support your growth.

To apply, email your information to Huxley Maury, VP of Human Resources.

You will receive a response within a few days confirming receipt of your materials and providing information on what comes next in the recruitment process.