Valuation Director: Deals, Forensics & Complex Modeling

CliftonLarsonAllen; Town of Texas (WI); On-site; USD 108,000 - 206,000; Full time

Benefits offered by this job

Flexible PTO

Parental leave

Paid Volunteer Time Off

Mental health coverage

Fertility benefits

Complete list of benefitshere

Job summary

CliftonLarsonAllen (CLA) seeks a Valuation Director/Manager to lead valuation projects for clients across business enterprises, IP, and complex financial instruments. You will review reports, build models, and ensure defensible conclusions while mentoring a team of Associates and Seniors.

The role emphasizes crossfunctional support for Assurance and Tax teams, business development contributions, and process improvements. A strong candidate has 6+ years in valuation and a relevant designation.

Qualifications

• 6 years of experience in valuation or related consulting practice
• Bachelor's degree in Accounting, Finance, Economics or related field
• ABV, ASA, CVA, or related designation
• Proficiency in Microsoft Office products (Word, Excel, Outlook)
• Proficiency in financial modeling and valuation techniques
• Proficiency with valuation standards and complex financial instruments

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 and investigations.
• Review and approve valuation reports and financial models prepared by internal teams or external firms.
• 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.
• Lead client communications, present findings, and resolve valuation-related issues.
• Support business development by identifying client needs and contributing to proposals.
• 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.
• Drive innovation by developing and refining automation tools and valuation frameworks.
• Propose and implement process improvements across the firm.

Skills

Valuation leadership

Financial modeling

Valuation standards

Client management

Team mentorship

Automation tools

Education

Bachelor's degree in Accounting/Finance/Economics

Professional designation ABV/ASA/CVA

Tools

Microsoft Office

Job description

CliftonLarsonAllen (CLA) seeks a Valuation Director/Manager to lead valuation projects for clients across business enterprises, IP, and complex financial instruments. You will review reports, build models, and ensure defensible conclusions while mentoring a team of Associates and Seniors.

The role emphasizes crossfunctional support for Assurance and Tax teams, business development contributions, and process improvements. A strong candidate has 6+ years in valuation and a relevant designation.