Position Summary:
UHY’s Business Valuation Services team is growing and in the St. Louis office, we are looking for leaders that hunger for an opportunity to grow a client-focused practice. We are seeking a Principal with experience in all areas of private company valuations.
These engagements can include:
- estate and gift tax planning,
- litigation support,
- mergers & acquisitions,
- stock based compensation,
- fair value measurement,
- intangible assets,
- financial modeling, and more.
In addition, the chosen leader will be responsible for representing the Business Valuation Services team in front of new and existing clients as well as UHY colleagues locally and nationally. The ideal candidate will be expected to effectively communicate with clients and engagement staff and to grow into a position of obtaining new business. With over twenty professionals nationally, the St. Louis leader will have access to analysts nationally as well as dedicated marketing and networking support. The ultimate goal is to stand up a local group of between three and eight people in the St. Louis valuation team over the next two years.
We work in a high-paced environment so a chosen candidate must have the ability to plan, direct and review document collections, oversee complex analysis and coordinate reporting requirements including presentation of findings in client settings. With that said, we also value balance and want your life to be enjoyable in and out of the office.
WHAT YOU WILL DO
- Financial analysis of client operations for the purpose of technical valuation matters
- Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
- Handles more complex tasks and projects within discipline/ function
- Recognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problems
- Demonstrates savvy and understanding of interrelationship with other departments
- Demonstrates advanced technical knowledge effectively through written and verbal communication
- Follow regulations and professional ethics of state bodies appropriate to discipline, including AICPA
- Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software (e.g., CapitalIQ and Bloomberg)
- Ensures top quality client service and oversees client service performance of staff
- Assists management in planning and managing engagement activity and follows through to achieve results
- Recognizes needs and issues pertinent to client activity and demonstrates ownership of engagement’s day-to-day tasks and activities
- Appropriately manages risk and ensures quality control procedures are being executed
- Coordinates various phases of engagement with Management
- Builds client relationships and maintains smooth working relationship
- Responds timely and accurately to internal team and client requests
- Seeks new ideas and better ways of accomplishing job and company goals
WHAT WE ARE LOOKING FOR
Experience
- 6 to 9 years in relevant position
- Valuation experience, including fair value, fair market value, and financial reporting
- Experience with CapitalIQ and Bloomberg Terminal a plus
- Financial modeling skills, including advanced Excel modeling
Education
- Minimum Bachelor’s degree or equivalent technology experience
- Bachelor’s in Accounting, Finance, Economics; other degrees will be considered on a candidate-by-candidate basis
License / Certification
- Relevant certification is highly preferred, including CVA, CPA with ABV, ASA (or AM), or at least Level II or above CFA
Legal / Compliance
- Must complete acknowledgement of Independence Guidelines and Ethical Standards document
- Governmental engagements require ability to obtain a security clearance from the United States government
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
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