JOB SUMMARY

As a Senior Manager within the Valuation team, you will be a key member of our current and future growth, responsible for leading and overseeing complex valuation engagements for our clients and mentoring staff. Leveraging your expertise in financial analysis, market research, and valuation methodologies, you will guide a team of professionals in delivering high-quality valuation services. This role offers a unique opportunity to lead and shape the strategic direction of our valuation practice while providing important insights to our clients.

JOB DESCRIPTION

• Appropriately manage risk and ensure quality control procedures are being executed

• Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis

• Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services

• Demonstrate 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 investments

• Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery

• Mentor and train new staff in areas of expertise and responsibility

• Oversee the financial aspects of valuation engagements, including budgeting, billing, and collections, to ensure profitability and efficiency

• Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement’s day-to-day tasks and activities

• Demonstrate knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures

• Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparables, and scenario analysis

• Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements

• Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software

Supervisory responsibilities

• Will supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift to 15 pounds at a time

Travel required

• Some travel may be required to client sites during engagements

Required education and experience

• Bachelor's degree in accounting, finance, economics, or a related field

• 6 – 8 years in relevant position

• Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation

Preferred education and experience

• Master's degree in accounting, finance, economics, or a related field

Other Duties

Please 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.

For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $140,000 to $215,000.

WHO WE ARE

UHY 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