Valuation Director: Strategy, Litigation & Forensics

CliftonLarsonAllen; Orlando (FL); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Flexible PTO

Paid parental leave (up to 12 weeks)

Paid Volunteer Time Off

Mental health coverage

Fertility benefits

Complete benefits package

Job summary

CliftonLarsonAllen (CLA) is seeking a Valuation Director/Manager to lead valuation projects across business enterprises, IP, and complex financial instruments. You will review reports, mentor staff, and collaborate with Assurance and Tax teams to deliver defensible, data-driven insights.

The role emphasizes leadership, technical valuation expertise, and strategic client advisory, with opportunities to drive automation and process improvements within a growing practice.

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.)
• 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, Foreign Corrupt Practices Act (FCPA) investigations, and whitecollar crime defense.
• Review and approve valuation reports and financial models prepared by internal teams or external firms, ensuring methodological rigor, defensibility, and strategic relevance.
• 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 throughout the engagement lifecycle.
• Lead client communications, present findings, and resolve valuationrelated issues in collaboration with internal and external stakeholders.
• Support business development efforts by identifying client needs, contributing to proposals, and representing the valuation practice in industry forums.
• 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 and promote professional growth across the team.
• Drive innovation by developing and refining automation tools and valuation frameworks to enhance efficiency, scalability, and analytical depth.
• Propose and implement process improvements that elevate the quality and consistency of valuation services across the firm.

Skills

Financial modeling

Valuation techniques

Valuation standards

Leadership

Client engagement

Project management

Education

Bachelor's degree in Accounting, Finance, Economics or related field

Tools

Microsoft Office

Job description

CliftonLarsonAllen (CLA) is seeking a Valuation Director/Manager to lead valuation projects across business enterprises, IP, and complex financial instruments. You will review reports, mentor staff, and collaborate with Assurance and Tax teams to deliver defensible, data-driven insights.

The role emphasizes leadership, technical valuation expertise, and strategic client advisory, with opportunities to drive automation and process improvements within a growing practice.