Valuation Advisory Services Partner
Posted 2026-05-06
Remote, USA
Full-time
Immediate Start
- Job Description:
- Lead the pursuit of high-value valuation engagements across financial reporting (ASC 805, 350, 718, 820), tax compliance, and transactional advisory.
- Develop and execute a robust go-to-market strategy to expand the Firm’s footprint in the middle-market and Alternative Investment sectors.
- Act as a brand ambassador, representing the Firm at industry conferences and in thought leadership publications.
- Manage the financial performance of the valuation service line, focusing on utilization, realization rates, and margin improvement.
- Oversee the next generation of offshore development.
- Modernize delivery models by integrating advanced technology and AI-driven workflows to enhance accuracy and efficiency in due diligence.
- Mentor and develop a high-performing team of 35+ professionals, ensuring a pipeline of future leadership.
- Partner with leaders in M&A Advisory, Tax, and Audit to provide integrated solutions for clients throughout the investment lifecycle.
- Identify opportunities for "warm-lead" generation between service lines, ensuring Valuation is positioned as a value-add to existing client relationships.
- Collaborate with the Private Equity Industry group to support fund-level valuations and portfolio company assessments.
- Requirements:
- 15+ years of experience in valuation services, with at least 5 years at the Director or Partner level within a national accounting or boutique valuation firm.
- Deep expertise in complex security modeling, discounted cash flow (DCF), and guideline public company/transaction methods.
- CPA, ABV, ASA, or CFA charter holder required.
- Proven track record of originating $2M+ in annual professional fees.
- A collaborative, "one-firm" mindset with the ability to navigate a matrixed professional services environment.
- Benefits:
- Competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm.
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
- Programs dedicated to enhancing personal and work life and providing financial protection for employees and their families.