Valuation Practice Lead – NYC & Growth

CFA Institute; New York (NY); On-site; USD 180,000 - 320,000; Full time

Job summary

Baker Tilly seeks a Principal focused on Valuation Services to lead and grow the New York-based valuation practice. You will oversee engagements, mentor staff, and drive business development with private equity clients and other strategic partners.

You will work with firm leadership to shape strategy, deliver high-quality valuation services, and help develop talent across the practice, while expanding client relationships in a fast-growing firm.

Qualifications

• Bachelor's degree in business, finance, accounting or economics required; MBA or Master's in Business Valuations preferred.
• CPA, CFA or ASA designation required.
• Private Equity industry experience preferred.
• Minimum fifteen (15+) years of related experience; leadership of high-performing teams; experience in public accounting or professional services preferred.
• History of relationships with private equity firms and their portfolio companies.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook and SharePoint).
• Excellent verbal and written communication skills; self-directed professional with strong interpersonal skills.
• Ability to travel as needed, approximately 30%.

Responsibilities

• Grow and manage the New York-based Valuation Consulting team, through developing an area of expertise.
• Manage/perform consulting engagements as required.
• Network and build relationships with private equity firms to acquire new repeat sources, clients, projects, and revenue.
• Collaborate with other offices and industry groups to develop consulting practices.
• Attend valuations industry trade shows and conferences and participate in firm-wide marketing and sales programs.
• Assist in development of training programs for existing clients and prospects.
• Participate as a presenter of topics in Valuation seminars and webinars.
• Write and/or co-author articles for publications in Valuation periodicals.
• Develop and participate in public speaking at industry trade shows and conferences.
• Provide project management and practice development using technical knowledge.
• Manage cross-functional teams to deliver engagements and meet client profitability targets.
• Invest in professional development through firm-wide learning programs.
• Support growth and development of team members and help associates meet goals.

Skills

Client relationship management

Business development

Communication skills

Project management

Leadership

Time management

PE industry experience

MS Office proficiency

Education

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

CPA or CFA or ASA designation

MBA or Master's in Business Valuations preferred

Tools

Microsoft Office (Word, Excel, PowerPoint, Outlook, SharePoint)

Job description

Baker Tilly seeks a Principal focused on Valuation Services to lead and grow the New York-based valuation practice. You will oversee engagements, mentor staff, and drive business development with private equity clients and other strategic partners.

You will work with firm leadership to shape strategy, deliver high-quality valuation services, and help develop talent across the practice, while expanding client relationships in a fast-growing firm.