Valuation Principal

UHY-US; New York (NY); On-site; USD 190,000 - 275,000; Full time

Benefits offered by this job

Great culture

Competitive compensation

Comprehensive benefits

Job summary

UHY-US in New York seeks a Principal to grow and operate all facets of the Valuation & Advisory Services (VAS) with the VAS leadership team.

You will drive market strategy, nurture client relationships, and lead a team of valuation professionals to deliver financial insights and growth. A track record of generating substantial revenue and leading Big 4–style advisory teams is essential.

Qualifications

• 10+ years in core business valuation services.
• Experience at a Big 4 or top advisory firm preferred.
• CFA or similar credential a plus; FINRA licenses a plus.

Responsibilities

• Drive the business plan of Valuation & Advisory Services (VAS).
• Lead and mentor a team of valuation professionals.
• Align with growth targets and manage revenue generation.
• Oversee client service, risk management, and quality standards.
• Lead marketing and business development efforts for VAS.

Skills

Business valuation

Leadership

Marketing & BD

Account management

Education

MBA (optional)

Business/Finance/Economics degree

Job description

The Principal will play a key role in growing and operating all facets of the Valuation & Advisory Services(“VAS”) with the other VAS leaders.

Tasks and Skills

• Align with and be a driving force of the business plan of VAS
• Have a long-term vision and self-motivation to be a steward of growth and change
• Marketing and Business Development
• Proactively and effectively contribute to the marketing and business development efforts of VAS
• Have a proven track record of past activities that produced financial results
• Account Management and Operational Excellence
• Exemplify industry best practices in client service, relationship management, and day-to-day quality and risk management of running VAS
• Being technically strong in business valuation is a must
• Leadership and Teamwork
• Reflect the highest professionalism and business acumen in all interactions with clients and team members
• Be a respected leader and team player, mentoring and guiding the team to meet and exceed their objectives
• Have prior experience successfully leading and being a team player of a group of business valuation professionals
• Meet and exceed financial targets set forth for the Principal individually and for VAS
• Prior track record of generating and managing $1.5+ million in annual revenue

Experience and Education

Education

• Field of study in business administration, finance, economics, or accounting is preferred yet not required as other quantitative fields of study could be relevant such as mathematics, statistics, engineering, etc.
• An MBA is not required but a plus

Experience

• 10+ years of experience in core business valuation services is required
• Prior experience working at a Big 4 or Top 10 accounting advisory firm is preferred

Credentials

• CFA or progress to obtaining is a plus
• Business valuation credential (e.g., ASA) or progress to obtaining is a plus
• FINRA licenses (e.g., Series 7, 63, 79, etc.) or progress to obtaining is a plus

WHAT WE OFFER

• Great Culture | Team-like culture of a small office with the benefits of a large firm
• Competitive Compensation | Based on the role, credentials, and experience
• Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO

For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $190,000 to $275,000.