Valuation Services Principal — NY Growth Leader

Baker Tilly (US); Dallas (TX); On-site; USD 180,000 - 260,000; Full time

Job summary

Baker Tilly is seeking a Principal focused on Valuation Services to lead the New York metro valuation practice. You will drive business development, oversee engagements, and mentor staff, partnering with senior leadership to grow our client base.

You will also engage with private equity clients and shape practice strategy across offices. You will mentor, coach and develop the team, ensuring high quality deliverables and sustainable growth for the valuation advisory group.

Qualifications

• Bachelor's degree in business, finance, accounting or economics.
• MBA or Master’s in Business Valuations preferred.
• CPA, CFA or ASA designation required.
• 15+ years of related experience in a complex organization.
• History of relationships with private equity firms and their portfolio companies.
• Proven track record in leading business development and project delivery.

Responsibilities

• Grow and manage the New York-based Valuation Consulting team, developing an area of expertise.
• Manage/perform consulting engagements as required.
• Network and build relationships with private equity firms to acquire new clients and projects.
• Collaborate with other offices and industry groups to manage and develop practices.
• Attend valuations industry events and participate in marketing programs.
• Develop training programs for clients and prospects.
• Present topics at valuation seminars and webinars and write articles for publications.
• Develop public speaking opportunities at industry trade shows and conferences.
• Utilize technical knowledge for effective project management and practice development.
• Lead cross-functional teams to deliver engagements and meet client profitability targets.
• Support the growth and development of team members and foster inclusive culture.

Skills

Leadership

Relationship management

Business development

Financial analysis

Communication

Microsoft Office

Travel

Education

Bachelor's in business/finance/accounting/economics

MBA or MS in Business Valuations preferred

CPA, CFA or ASA designation

15+ years of related experience

Tools

Excel

PowerPoint

SharePoint

Job description

Baker Tilly is seeking a Principal focused on Valuation Services to lead the New York metro valuation practice. You will drive business development, oversee engagements, and mentor staff, partnering with senior leadership to grow our client base.

You will also engage with private equity clients and shape practice strategy across offices. You will mentor, coach and develop the team, ensuring high quality deliverables and sustainable growth for the valuation advisory group.