Valuation Services Principal: NYC Growth Leader

Baker Tilly Advisory Group, LP; New York (NY); On-site; USD 250,000 - 350,000; Full time

Job summary

Baker Tilly Advisory Group, LP seeks a Principal focused on Valuation Services to lead and grow the New York metro valuation practice. You will drive business development, manage client engagements, and mentor a team of staff, partnering with leadership to expand services and client base.

You will collaborate with firm leadership, leverage your PE relationships, and contribute to training, publications, and industry engagement, while guiding project delivery and strategic growth across the

Qualifications

• Bachelor’s degree in business, finance, accounting or economics.
• MBA or Master’s in Business Valuations preferred.
• CPA, CFA or ASA designation required.
• Fifteen+ years of related experience in a complex organization.
• Experience leading high-performing teams in professional services.
• Established relationships with private equity firms.
• Proven success in business development, project delivery and practice development.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, SharePoint).
• Excellent verbal and written communication skills and strong interpersonal abilities.
• 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 (especially with private equity) to acquire new clients and revenue.
• Collaborate with other offices and industry groups to develop practices.
• Attend valuations industry events and participate in firm-wide marketing and sales programs.
• Develop training programs for clients and prospects.
• Present valuation topics at seminars and webinars.
• Write articles for valuation publications and contribute to industry materials.
• Develop speaking opportunities at industry events and conferences.
• Provide effective project management and ensure client profitability.

Skills

Leadership

Business development

Client relations

Strategic thinking

Communication

Mentoring

Project management

Team building

Networking

Travel readiness

Microsoft Office

Education

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

MBA or Master’s in Business Valuations

CPA, CFA or ASA designation

Tools

Microsoft Office

Job description

Baker Tilly Advisory Group, LP seeks a Principal focused on Valuation Services to lead and grow the New York metro valuation practice. You will drive business development, manage client engagements, and mentor a team of staff, partnering with leadership to expand services and client base.

You will collaborate with firm leadership, leverage your PE relationships, and contribute to training, publications, and industry engagement, while guiding project delivery and strategic growth across the