Valuation Principal
JOB SUMMARYThe Principal is a leader in our firm who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities. The Principal may either be a subject matter expert, client service expert, or both. The Principal assists partner in assuming overall responsibilities in a variety of areas, including: engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.JOB DESCRIPTIONAppropriately manage risk and ensure quality control procedures are being executedIdentify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation servicesDemonstrate technical knowledge effectively through written and verbal communication.Provide strategic insights to clients by evaluating financial risks and opportunities associated with their assets, businesses, or investmentsLead a team of valuation professionals, providing mentorship, guidance, and training to enhance their technical skills and professional developmentManage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project deliveryMentor and train new staff in areas of expertise and responsibilityOversee the financial aspects of valuation engagements, including budgeting, billing, and collections, to ensure profitability and efficiencyServe as a subject matter expert in valuation methodologies, industry trends, and regulatory requirementsProvide expert guidance on complex valuation issues and collaborate with team members to ensure the highest quality of workDemonstrate knowledge of all technical aspects of the job, including related knowledge of necessary systems and proceduresOversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparables, and scenario analysisEnsure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirementsProficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related softwareStay up-to-date with industry developments and contribute to the firm's thought leadership by delivering presentations, and participating in relevant industry eventsSupervisory responsibilitiesWill supervise subordinate team membersWork environmentWork is conducted in a professional office environment with minimal distractionsPhysical demandsProlonged periods of sitting at a desk and performing work in front of a computer screen for long periods of timeMust be able to lift to 15 pounds at a timeTravel requiredSome travel may be required to client sites during engagementsRequired education and experienceBachelor's degree in accounting, finance, economics, or a related field8 - 12 years in relevant positionCertified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designationPreferred education and experienceMaster's degree in accounting, finance, economics, or a related fieldOther DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.WHO WE AREUHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.WHAT WE OFFERPOSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.COMPREHENSIVE BENEFIT PACKAGE