Valuation Senior Manager

Description

Senior Manager - Valuation Practice Group

Equity Methods seeks a results-focused, growth-oriented valuation professional to support and drive client engagements related to the valuation of equity compensation instruments, complex securities, and related categories. Our Valuation Services Group offers you the ability to apply core financial economics principles in a way that directly impacts the financial reporting accuracy and timeliness at large publicly traded firms.

As a Senior Manager, you’ll apply your experience in economic or valuation consulting to the world of valuation for financial reporting. You will manage and oversee client relationships, provide technical leadership, mentor and develop junior staff, publish and present on relevant topics, and more. You will participate in training programs designed to prepare you for a director role where you will exercise a wider leadership role within the firm.

The Role in a Nutshell

• Manage and oversee client relationships, which involves supervising project teams, providing technical leadership on complex topics, and delivering white-glove client interaction and project management. Excel in explaining technical issues to clients in plain-language and serving as a trusted advisor.
• Deliver strategic leadership toward directly managed client relationships and those managed by others in the team. Be accountable for end-to-end client experiences and ensure clients understand other ways EM can help via unparalleled levels of service and expertise.
• Serve as an internal subject-matter expert across technical valuation domains (equity compensation, convertible debt, contingent consideration, etc.) by assisting in internal reviews, staff training, and other responsibilities of a senior professional in the practice.
• Interpret complex compensation and financing agreement to guide model design and development.
• Manage associates and be responsible for providing superb mentoring, feedback, and accountability that is aligned to our apprenticeship, promote-from-within culture.
• Drive client acquisition and growth by visiting clients to nurture relationships, presenting at conferences, and contributing to our best-in-class thought leadership. Build your industry brand via EM’s model of being a technical expert who uses plain-language explanations and is easy to work with. (Travel is < 20%.)
• Contribute to and excel in driving strategic initiatives within the practice or at the firm level. These span marketing, risk management, recruiting, and general business planning.
• Support in HR Advisory projects, including incentive design, compensation modeling, statistical analyses of pay equity, and proxy support. Some candidates will welcome large specializations in this practice group.

Our Culture and Method of Doing Business. We are:

• Zealous about exceptional client service and delighting every client, large or small.
• Lean and agile—we don’t have manager layers that get to sit back and just talk.
• Growth-oriented—both in welcoming new clients into the fold and seeing professional development in our outstanding colleagues.
• Feedback-heavy—because that’s how to unlock growth.
• Mentoring-rich—we’re not a competitive, eat-what-you-kill culture, and our consultants achieve professional growth via hands-on client experience and feedback from leaders.
• All about impact—our professionals love the opportunity to make an impact on clients, each other, and the long-run trajectory of the business.
• Eager to solve clients’ toughest problems—because that’s where the greatest impact is created even though these challenges are riddled with ambiguity and complexity.
• Devoted to plain-language deliverables that clients find easy to consume and yet rigorous—because clients value our ability to make the complex simple for them.
• Not a 9-to-5 job—because all the above items just take time, even for very smart and efficient people.

Qualifications & Requirements:

• Experience in at least two of the following valuation areas:
  • Relative total shareholder return (rTSR) awards
  • Employee stock options
  • Convertible debt
  • SPAC warrants
  • Contingent consideration
  • Businesses as part of a 409a valuation
• Experience managing a team, including hiring, reviewing, and mentoring.
• Experience overseeing project economics, including budgeting and evaluating the project efficiency.
• Bachelors, Masters, or PhD in a business discipline that relates to the role.
• Exceptional time and stress management skills in light of needing to juggle between client management, technical leadership, and practice-level initiatives.
• Superb client management skills that reflect superior technical expertise, a thirst for delighting clients, and pristine polish in written communication (email, PowerPoint, etc.).
• Strong detail- and accuracy-orientation in all internal and external activities.
• Ability and willingness to think critically and solve “out-of-the-box” problems independently.
• 8 – 13 years of experience in a relevant consulting field (director candidates also encouraged to apply).
• Background check required.

More About Equity Methods

Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. We have served 40 Fortune 100 firms all the way to early-stage venture-backed organizations. Our clients span the United States, in addition to some in Canada, South America, and Europe. We offer a diverse array of services that solve mission-critical priorities within corporate accounting and human resources functions.

At our size of ~100 professionals and countless name brands, we combine the best of a large professional services firm with the best of an entrepreneurial growth venture. The culture fosters excellence in client service, innovation, collaboration, and continuous improvement. We have a bias toward promoting from within and we celebrate the diverse strengths of our colleagues. We have consistently been rated a Top Company to Work for in Arizona.