VP Business Valuations
Job Title: Vice President - Business Valuations
Locations: Cleveland, OH | Grand Rapids, MI | Dallas, TX | Irvine, CA
Firm Type: Boutique Investment Bank
About the Firm:
Our client is a dynamic boutique investment bank with offices in Cleveland, Grand Rapids, Dallas, and Irvine. The firm specializes in middle-market advisory services, including M&A, capital raising, and strategic financial consulting. They pride themselves on delivering tailored, high-impact solutions to clients across a wide range of industries.
About the Role:
Our client is seeking a highly skilled and motivated Vice President of Business Valuations to lead and expand its valuation practice. The ideal candidate will bring deep technical expertise, strong leadership capabilities, and a client-focused mindset. This role is pivotal in supporting transaction advisory, financial reporting, and strategic planning engagements.
Key Responsibilities:
- Lead and manage business valuation engagements for a variety of purposes, including M&A, financial reporting (ASC 805, ASC 350), tax, and litigation support.
- Oversee the preparation of valuation models, including DCF, market multiples, and precedent transactions.
- Review and synthesize financial statements, industry research, and economic data to support valuation conclusions.
- Present findings and valuation reports to clients, attorneys, auditors, and internal stakeholders.
- Collaborate with deal teams on transaction-related valuations and fairness opinions.
- Mentor and develop junior staff, fostering technical growth and professional development.
- Contribute to business development efforts, including proposal writing and client relationship management.
Qualifications:
- Minimum of 6 years of experience in financial services, with at least 3 years focused on business valuations.
- Strong understanding of valuation methodologies and financial modeling techniques.
- Experience with valuation for financial reporting, tax, or litigation is highly desirable.
- Exceptional analytical, writing, and presentation skills.
- Bachelor's degree in Finance, Accounting, Economics, or related field; advanced degree or credentials (ASA, CFA, CPA, ABV) preferred.
- Proven ability to manage multiple projects and deadlines in a fast-paced environment.
Compensation:
Base Salary: $130k - $180k
Discretionary Bonus: 10% - 30%
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