Managing Director, Valuations

• Lead the growth of Armanino’s Valuation and Financial Modeling practice, including revenue generation, market expansion, talent development, operational performance, quality control, and strategic planning.
• Drive new business development efforts through networking, referrals, industry involvement, and cultivation of relationships with clients, attorneys, private equity sponsors, investment bankers, and other centers of influence.
• Serve as a trusted advisor to clients on complex valuation and financial modeling matters, including financial reporting, tax planning, transaction support, litigation support, strategic planning, and decision-support analyses.
• Lead and oversee complex valuation and financial modeling engagements, ensuring technical quality, timely delivery, effective client communication, and adherence to Armanino’s A+ Execution standards.
• Collaborate closely with the Forensics practice to deliver integrated client solutions across valuation, dispute consulting, forensic investigations, damages analyses, and litigation support engagements.
• Build and deepen relationships with senior executives, business owners, legal counsel, private equity sponsors, investment bankers, and other centers of influence to generate opportunities and expand market presence.
• Oversee engagement economics, including budgeting, realization, utilization, billing, collections, and overall practice profitability.
• Lead, mentor, and develop valuation professionals while building a collaborative, growth-oriented team culture that supports hiring, coaching, performance management, career development, and practice scalability.
• Build team culture and create an environment that supports growth, collaboration, and scalability.
• Provide strategic oversight of financial analyses and valuation models utilizing income, market, and asset-based approaches.
• Support the preparation and review of valuation analyses for financial reporting (ASC 805, ASC 350), tax planning, 409A/ASC 718, gift and estate tax, mergers and acquisitions, litigation support, and other valuation-related matters.
• Serve as a thought leader in the valuation marketplace through speaking engagements, publications, networking events, and professional organizations.
• Foster a commercial mindset across the Valuation and Forensics teams by coaching professionals to identify client needs, surface cross-practice opportunities, and contribute to sustainable practice growth.

• Bachelor's degree in Accounting, Finance, Business, Economics, Mathematics, Engineering, or a related field.
• Minimum of 12 years of experience in valuation within a major regional, national, or Big 4 public accounting firm, or large boutique advisory firm.
• One or more relevant valuation or finance credentials strongly preferred, such as ASA, CFA, CPA/ABV, CEIV, CVA, CVFI, or similar credentials demonstrating senior technical expertise.
• Demonstrated success developing and expanding client relationships, building a strong internal network, and sourcing new business opportunities.
• Extensive experience leading complex valuation and financial modeling engagements, managing client-facing consulting teams, reviewing technical work product, and developing professionals at multiple levels.
• Experience collaborating with forensic accounting, litigation consulting, dispute advisory, tax, audit, transaction advisory, or other complementary practices to deliver integrated client service.
• Recognized industry presence through speaking engagements, publications, professional associations, or thought leadership activities.

Demonstrates extensive expertise in Valuation and Financial Modeling, with a strong focus on client relationship management, strategic planning, and operational performance. Proven ability to lead and mentor teams while ensuring high-quality deliverables and adherence to industry standards.

• Valuation Engagement Leadership
• Financial Modeling Expertise
• Client Relationship Development
• Business Development Strategy
• Forensic Accounting Collaboration

• Valuation Analysis
• Financial Reporting
• Tax Planning
• Transaction Support
• Litigation Support
• Budgeting
• Utilization Management
• ASC 805
• ASC 350
• 409A/ASC 718

• Mentoring
• Collaboration
• Communication
• Coaching
• Team Building

• ASA
• CFA
• CPA/ABV
• CEIV
• CVA
• CVFI

• Public Accounting
• Advisory Firm
• Forensic Investigations
• Dispute Consulting
• Private Equity
• Investment Banking
• Market Expansion
• Quality Control
• Strategic Planning
• Thought Leadership