Senior Consultant, Valuations

• Lead and deliver business valuation engagements for financial reporting, tax compliance, gift and estate tax, management planning, litigation support, and M&A purposes
• Own day-to-day execution of engagements from scoping and proposal support through final deliverable, keeping projects on budget and on schedule
• Build, populate, and review financial models, including discounted cash flow, guideline public company and guideline transaction analyses, the Option Pricing Method, PWERM, and Black-Scholes lattice models
• Identify, assess, and analyze comparable public/private companies and transactions to derive valuation multiples using S&P Capital IQ, Bloomberg, Pitch Book, and BVR
• Draft narrative reports and memos documenting analysis and conclusions
• Train and guide analysts and review their work for quality control
• Research and analyze market conditions and trends to develop valuation opinions
• Serve as day-to-day client contact, leading data requests, management interviews, status communications, and presentations
• Perform audit reviews of valuations performed by other appraisers
• Respond to and resolve review comments from auditors, the IRS, and other external reviewers
• Enhance template models, present internal training, and support thought leadership and recruiting efforts

• Minimum of 2 years progressively responsible valuations experience within a business valuation firm or valuation practice of an accounting or consulting firm
• Bachelor's degree, preferably in business, accounting, finance, statistics, mathematics, or engineering
• Prior experience effectively resolving external review issues (auditors, IRS, etc.) is a plus
• Relevant valuation designation(s) ASA, CFA, ABV, or CVA, or progress toward one or more of these
• Advanced Excel and financial modeling skills, with hands-on experience building and reviewing DCF, market approach, option pricing, and equity allocation models
• Working knowledge of market data sources such as S&P Capital IQ, Bloomberg, Pitch Book, or BVR
• Strong report writing skills, with the ability to explain methodology, assumptions, and conclusions clearly and concisely
• Proven ability to manage multiple engagements simultaneously and deliver high-quality work on time and within scope and budget
• Experience reviewing, coaching, and developing junior valuation professionals
• Excellent communication skills; professional presentation skills; self-starter, cooperative attitude; team player
• Detail oriented, flexible, and responsive
• Must adhere to Armaino's 50% in-office requirement

Demonstrates expertise in business valuation methodologies, including financial modeling and analysis, while effectively managing client engagements and delivering high-quality reports. Proficient in utilizing market data sources and resolving external review issues to support valuation conclusions.

• Business Valuation Experience
• Financial Modeling Skills
• Advanced Excel Proficiency
• Valuation Designation (ASA, CFA, ABV, CVA)
• Report Writing Skills

• Business Valuation
• Financial Modeling
• Discounted Cash Flow (DCF)
• Option Pricing Method
• Guideline Public Company Analysis
• Guideline Transaction Analysis
• Black-Scholes Lattice Models
• Market Approach
• Valuation Multiples
• Quality Control

• Excellent Communication Skills
• Detail Oriented
• Cooperative Attitude
• Team Player
• Self-Starter

• ASA
• CFA
• ABV
• CVA

• Financial Reporting
• Tax Compliance
• Gift and Estate Tax
• Management Planning
• Litigation Support
• M&A
• Market Data Sources
• Audit Reviews
• Client Engagements
• Training and Development

• S&P Capital IQ
• Bloomberg
• Pitch Book
• BVR