What are the responsibilities and job description for the Valuation Services Director position at Springline Advisory?
About Our Team:
Fiske, a Springline company, is a regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart.
This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.
About the Role:
As a Valuation Services Director, you will lead and execute complex valuation engagements across a diverse portfolio of clients. Your primary responsibilities will include conducting financial analyses and market research to determine the fair market value of businesses, intangible assets, and other financial interests. You will compile and interpret financial data, industry trends, and economic indicators to support valuation conclusions and prepare comprehensive reports and presentations. You will play a key role in client interactions, including delivering presentations, participating in planning discussions, and contributing to proposal development and budgeting.
What You’ll Do:
- Support financial analyses, assessments, and appraisals to determine the value of businesses or assets.
- Conduct comparative market research to establish fair market value.
- Compile and analyze financial data, industry trends, and relevant economic information.
- Prepare valuation reports, appraisals, and supporting documentation.
- Perform onsite inspections or asset reviews to verify asset condition and characteristics.
- Adjust financial statements and develop discount rate analyses.
- Participate in due diligence activities on M&A transactions, purchase price allocations engagements and goodwill impairment measurement.
- Mentor and guide junior staff, delegate tasks, and review their work for accuracy.
- Interact with clients and prospects, including delivering presentations and participating in planning and quoting.
- Contribute to proposal development and budgeting for new engagements.
About You:
- Bachelor's degree in accounting, finance, or a related field (master's degree preferred).
- ABV, ASA, or CVA certification highly preferred.
- 7 years of experience with business valuation-related projects within a CPA or advisory firm.
- Experience in intellectual property valuations, 409(a) valuations, employee stock option plans, valuations of business entities and intangible assets (ASC 805 & ASC 820), and/or purchase price allocations highly preferred.
- Collaborative mindset: You thrive in a team environment and embrace continuous learning.
- Adept at working at a fast pace while maintaining precision and meeting deadlines.
- Effective communicator with strong verbal and writing skills, including advising and communicating solutions and issues to clients.
- Proficient in using relevant valuation transaction databases.
Why Join Us:
We’re growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We’re committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:
- Flexible Work Environment: This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team.
- Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
- Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards.
- Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
- Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.
Fiske, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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