Job Type
Full-Time Regular
Location
Columbus OH
Regional top 200 CPA firm with eight offices in Ohio, Pennsylvania, New York and Florida seeks a Valuation Services professional to become the leader of a growing Valuation department. Hybrid position based in the Columbus office, will lead growing Valuation services across all offices. A focused Valuation professional who can lead and provide valuation services for both existing clients and new client opportunities. Candidate will conduct or oversee business valuations for all of the following related valuation services:
- transaction related: succession planning, estate and gifting, mergers and acquisitions, buyouts and divestitures;
- financial reporting: fair value reporting, goodwill impairment, and purchase price allocation; and
- dispute and litigation: divorce, estate/probate, and shareholder disputes.


Significant advantages for Valuation Services Leader candidate:
> Works directly with lead Valuation partner to provide and grow the service throughout the firm
> Eligible to grow into partner role, earning a competitive salary and bonuses
> Benefits from long-term client relationships needing an exit strategy,
> Utilize supervisory / managerial experience with valuation providers throughout the firm,
> Expands on valuation experience to help build a local and regional practice, and
> Earns a competitive compensation with bonuses and benefits package.

The Role of the Valuation Services Leader:

  • Flexible work schedule and willingness to work as needed to meet client deadlines
  • Ability to represent the firm in potential valuation opportunities in the communities served by the firm
  • Conduct in-depth financial and valuation analysis and modeling.
  • Conducts various valuation techniques, including discounted cash flow analysis, guideline transaction analysis, and other methods
  • Writes comprehensive valuation reports to support and document our valuation conclusion.
  • Provide mentoring of more junior valuation analysts
  • Use valuation techniques, including capitalization of earnings, public company analysis, and discounted cash flow analysis
Background Profile:
  • Professional accreditation with a CVA or ABV
  • Prefer CPA or in pursuit of CPA
  • 5 years plus of business valuation experience
  • Bachelor’s degree in Finance or Accounting
  • Strong commitment to servicing clients relationships
  • Valuation expertise experience with privately-held organizations.
  • Collaborative leader who models and builds technical and communication skills of their staff.

For a confidential conversation, schedule a call with Dan Toussant here, or send resume to dan@dantoussant.com.
Duties and Responsibilities:
  • Manages valuation engagements to provide timely, high quality client service that meets or exceeds client expectations and deadlines.
  • Manages the planning, staffing and scheduling of all valuation engagements across the Firm.
  • Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
  • Complete a wide variety of business valuation engagements for gift and estate tax reporting, financial reporting, and transactional purposes.
  • Conduct in-depth financial and valuation analysis and modeling.
  • Conducts various valuation techniques, including discounted cash flow analysis, guideline transaction analysis, and other methods.
  • Writes comprehensive valuation reports to support and document our valuation conclusion.
  • Keeps lines of communication open with partners, staff, and clients and serves as a resource for these individuals.
  • Stays updated on latest developments as they affect business and industry, as well as the Firm's policies.
  • Contributes to firm-wide initiatives and special projects and actively participate in the improvement of our valuation practice by providing new ideas, suggestions, research, etc.
  • Prepares other reports, projects, and duties as may be assigned.
Required Skills
  • Bachelor's degree or master's degree in accounting, finance, or related curriculum.
  • Holds a current CVA or ABV accreditation.
  • 3 years of related experience in a public accounting consulting or investment banking environment.
  • Certified Public Accounting (CPA) license is a plus but not required.
  • Experience in public accounting or other comparable experience, demonstrating a progression in complexity, scope and number of valuation engagements.
  • Proficiency using the entire Microsoft Office Suite.
  • Strong business writing skills.
  • Detail-oriented and organized, proven record of successfully managing multiple engagements, tasks, and people.
  • Ability to think creatively and display intellectual curiosity.
  • Self-motivated to perform at a high level.
  • Ability to quickly learn and display knowledge of client's business and its industries.
  • Ability to consistently enhance and develop professional and technical skills.
  • Flexible work schedule and willingness to work as needed to meet client deadlines.
  • Ability to network in the community to promote the firm and bring in new valuation business.