Valuation Director: Lead Complex Modeling & Litigation

CLA (CliftonLarsonAllen); Charlotte (NC); On-site; USD 137,000 - 206,000; Full time

Benefits offered by this job

Flexible PTO

Paid parental leave

Paid Volunteer Time Off

Mental health coverage

Fertility benefits

Job summary

CLA (CliftonLarsonAllen) in Charlotte, NC is seeking a experienced Valuation Director/Manager to lead valuations for financial reporting, M&A, and tax planning. You will direct projects involving business enterprises, IP, and complex instruments, review reports, and mentor Associates and Seniors.

You will also foster client relationships, contribute to proposals, and improve valuation processes and automation to increase efficiency and depth of analysis.

Qualifications

• 6 years of experience in valuation or a similar consulting practice/function servicing clients.
• Bachelor’s degree in Accounting, Finance, Economics or related field.
• ABV, ASA, CVA, or related designation.
• Proficiency in Microsoft Office products (Word, Excel, Outlook, etc.) required.
• Proficiency in financial modeling and valuation techniques.
• Proficiency with valuation standards and complex financial instruments.

Responsibilities

• Lead 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.
• Review and approve valuation reports and financial models with rigor and defensibility.
• Collaborate with team members to resolve valuation issues for clients.
• Drive client communications, present findings, and support business development.

Skills

Valuation experience

Financial modeling

MS Office

Communication

Education

Bachelor’s degree in Accounting/Finance/Economics

ABV, ASA, CVA designation

Tools

Microsoft Excel

Valuation software

Job description

CLA (CliftonLarsonAllen) in Charlotte, NC is seeking a experienced Valuation Director/Manager to lead valuations for financial reporting, M&A, and tax planning. You will direct projects involving business enterprises, IP, and complex instruments, review reports, and mentor Associates and Seniors.

You will also foster client relationships, contribute to proposals, and improve valuation processes and automation to increase efficiency and depth of analysis.