Valuation Manager

We are looking for a skilled and client-focused Valuation Manager to join our team as a key leader.

The Valuation Manager is responsible for helping grow and manage the suite of existing Firm services within our Transaction Advisory/Mergers & Acquisitions services. This individual would be responsible for managing and executing valuation engagements in areas such as gift/estate tax, financial reporting, and exit planning. This individual will be key in helping our clients understand, analyze, and respond to the numerous implications of valuation engagements. This position is responsible for leading project scheduling and coordination of most projects, developing/training staff. It involves working cross-departmentally with other Boulay Departments (most typically audit and tax) to effectively accomplish projects and tasks.

Essential Functions and Responsibilities: To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.  

Client-Facing and Technical Work:   

• Manage all aspects of an engagement including:  

• Scoping client needs and issues 

• Crafting an engagement approach  

• Selecting and executing appropriate methodology  

• Supporting your conclusions in a standards-compliant report,  

• Supervising staff and reviewing their work  

• Communicating with clients throughout the project  

• Adhere to but propose improvements upon processes, templates, formats, etc  

• Assist, if needed, in the project proposal process (including pre-scoping engagements and investigating client needs)  

• Adhere to the highest degree of professional standards and strict client confidentiality. 

Leadership Responsibilities:  

• Assist management in motivating staff and building morale  

• Share knowledge, train, educate, and serve as a role model for less experienced staff  

Requirements

• Bachelor's degree   

• 6+ years of overall experience and 4+ years of related experience  

• Proven understanding of generally accepted valuation approaches (i.e. cost, market and income approach)  

• Demonstrated career progression, including assuming additional responsibility for deliverables to clients, senior engagement team members, etc  

• Demonstrated financial and valuation modeling capabilities with an ability to work with imperfect or incomplete information  

• Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, toward the successful completion of a project  

The annual salary range for this position is: $120,000 - $165,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more. 

Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Mercedes at mbetzina@boulaygroup.com. 

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home