Valuation and Advisory Director

Rivero, Gordimer & Company, P.A.; Tampa (FL); Hybrid; USD 180,000 - 250,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive salary with annual bonus

100% Employer-paid health insurance

401K Safe Harbor and Profit Sharing

Paid parking for all employees

Employer-paid short-term disability

401K safe harbor and profit sharing

Paid parking at office

Office in downtown Tampa, FL

Job summary

A financial advisory firm in Tampa seeks a Director to oversee its valuation and advisory department. Candidates must possess over 15 years of experience in business valuation or transaction advisory and hold a relevant Bachelor's degree. The role includes leading financial analysis, managing client relationships, developing the team, and ensuring compliance with industry standards. The position offers a hybrid work schedule, competitive salary, robust benefits, and opportunities for professional growth.

Qualifications

• Minimum of 15+ years in business valuation or transaction advisory.
• Experience managing a valuation and advisory practice is recommended.
• Ability to provide expert testimony.
• CPA/CFA/ASA/ABV or similar designation.
• Experience providing expert testimony required.
• Strong writing and communication skills.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word).
• Must be eligible to work in the U.S. without employer sponsorship.
• Experience with Crystal Ball, CaseWare and/or SuraLink is a plus.

Responsibilities

• Lead financial analysis and valuation reporting.
• Conduct client meetings and develop new business.
• Mentor junior valuation and advisory professionals.
• Stay current on industry trends and regulatory changes impacting the department.
• Oversee transaction advisory services, including Quality of Earnings.
• Conduct and oversee valuation and forensic reports and provide expert testimony when required.
• Stay updated on accounting standards and valuation concepts to ensure compliance.
• Lead new business development activities and maintain client and referral relationships.
• Develop and mentor valuation professionals in career development.
• Perform administrative tasks related to billing and collections.

Skills

Financial analysis

Business valuation theory

Leadership

Analytical skills

Interpersonal skills

Communication skills

Analytical skills

Education

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

CFA, CPA, ASA, ABV or similar designation

Tools

Microsoft Office (Excel, PowerPoint, Word)

Crystal Ball

CaseWare

SuraLink

Job description

About the Role

As a Director at RGCO, you will manage a department responsible for providing Business Appraisals, Transaction Advisory Services, and various forensic and litigation related services. You will lead the strategic direction, operation, and management of these projects, prepare and supervise the preparation of detailed reports, present findings to clients, and stay abreast of industry trends and regulatory changes. You will be responsible for the growth and development of the professionals under your direction as well as the acquisition of new engagements and the fostering of business relationships.

Duties & Responsibilities

• Oversee, and at times perform, in‑depth analysis of financial statements, cash flows, and other relevant data to build complex financial models for valuation purposes, including discounted cash flow (DCF) analysis, comparable company analysis, and precedent transaction analysis.
• Supervise, and at times perform, the development of detailed valuation reports outlining methodology, key assumptions, and conclusions, including supporting documentation and data analysis to justify the valuation.
• Lead client meetings to gather information, develop strategies, review status of active and pending projects, manage proposals on prospective engagements, and address any team concerns.
• Stay current on industry trends, competitor analysis, and relevant economic factors impacting the department.
• Oversee, and at times perform, necessary activity related to various transaction advisory services, including Quality of Earnings.
• Conduct and oversee legal proceedings by preparing valuation, forensic and/or damage reports and providing expert testimony when required.
• Stay updated on relevant accounting standards, valuation concepts, and industry best practices to ensure compliance.
• Lead new business development activities including involvement in relevant industry and professional associations and development and maintenance of client and referral source relationships.
• Develop and mentor valuation and advisory professionals in career development.
• Perform administrative tasks related to billing and collections.

Minimum Qualifications

• Bachelor's degree with an emphasis in finance, economics, mathematics, or accounting preferred.
• Minimum of 15+ years professional experience in business valuation, transaction advisory, litigation support or a related field.
• Experience in management of or within a valuation and advisory practice is recommended.
• Advanced knowledge of business valuation theory, economics, and principles of financial accounting.
• Strong analytical skills to interpret financial statements, identify key financial metrics, and assess business performance.
• Experience providing expert testimony required.
• Strong interpersonal and leadership skills needed to collaborate with team members, clients and referral partners.
• Outstanding writing, quantitative, and communication skills are required.
• 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.
• CFA, CPA, ASA, ABV, or other similar professional designations.
• Experience with Crystal Ball, CaseWare and/or SuraLink is a plus.

Why join RGCO?

• Opportunity to continue the development of a relatively new department within mature firm's framework.
• Opportunity to foster the career development of talented professionals.
• Hybrid work schedule.
• Competitive salary with annual bonus.
• Robust PTO and holiday schedule.
• 100% Employer paid health, long‑term disability and short‑term disability insurances.
• 401K Safe Harbor, Profit Sharing and access to a host of other voluntary benefits.
• Paid Parking for all employees.
• Office located in an exciting and growing downtown area of Tampa, FL.