Valuation Principal

Position Summary

The Principal will play a key role in growing and operating all facets of the Valuation & Advisory Services (“VAS”) with the other VAS leaders.

Tasks and Skills

• Strategy
• Align with and be a driving force of the business plan of VAS
• Have a long-term vision and self-motivation to be a steward of growth and change
• Marketing and Business Development
• Proactively and effectively contribute to the marketing and business development efforts of VAS
• Have a proven track record of past activities that produced financial results
• Account Management and Operational Excellence
• Exemplify industry best practices in client service, relationship management, and day-to-day quality and risk management of running VAS
• Being technically strong in business valuation is a must
• Leadership and Teamwork
• Reflect the highest professionalism and business acumen in all interactions with clients and team members
• Be a respected leader and team player, mentoring and guiding the team to meet and exceed their objectives
• Have prior experience successfully leading and being a team player of a group of business valuation professionals
• Financial Plans
• Meet and exceed financial targets set forth for the Principal individually and for VAS
• Prior track record of generating and managing $1.5 million in annual revenue

Experience and Education

Education

• Minimum bachelor’s degree
• Field of study in business administration, finance, economics, or accounting is preferred yet not required as other quantitative fields of study could be relevant such as mathematics, statistics, engineering, etc.
• An MBA is not required but a plus

Experience

• 10 years of experience in core business valuation services is required
• Prior experience working at a Big 4 or Top 10 accounting advisory firm is preferred

Credentials

• CFA or progress to obtaining is a plus
• Business valuation credential (e.g., ASA) or progress to obtaining is a plus
• FINRA licenses (e.g., Series 7, 63, 79, etc.) or progress to obtaining is a plus

WHAT WE OFFER

• Great Culture | Team-like culture of a small office with the benefits of a large firm
• Competitive Compensation | Based on the role, credentials, and experience
• Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO

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 $190,000 to $275,000.