Vice President, Valuation

Job Description

Vice President, Valuation

Contact:
Shawn Recker at  or

Job Overview:
We are seeking a Vice President, Valuation to join our Financial Advisory client team in their Beachwood, OH;
Grand Rapids, MI;
Plano, TX; or Dana Point, CA office. This leadership role is responsible for overseeing and executing business valuation projects, ensuring services are delivered effectively, efficiently, and consistently. The Vice President will provide strategic direction, review project work, and continuously enhance valuation processes, resources, and deliverables.

This is a Direct Hire role.

• Lead valuation engagements, ensuring strategic execution, quality control, and timely completion of client deliverables.
• Develop and maintain strong client relationships to drive successful project outcomes.
• Conduct research, draft reports, and structure client-ready deliverables.
• Serve as a subject matter expert, providing training, guidance, and technical support to the Financial Advisory team.
• Monitor and track valuation projects from initiation to completion, ensuring deadlines and client expectations are met.
• Conduct in-depth analysis and quality reviews of project work.
• Collaborate with project leads to assess project status, resolve issues, and implement strategic solutions.
• Improve processes, deliverables, and quality control measures to enhance accuracy, consistency, and client satisfaction while mitigating risk.
• Stay updated on industry trends, incorporating best practices into valuation services.
• Build and maintain relationships with internal and external stakeholders, supporting business development efforts.

• Bachelor’s degree in Finance, Accounting, or Business Management (Master’s degree preferred).
• Professional designations such as CPA, CVA/ASA, or AM&AA are highly desirable.
• 7+ years of experience in business valuation, mergers and acquisitions, transaction advisory, investment banking, financial services, or financial consulting.
• Proven ability to lead teams and drive results.
• Strong industry knowledge and ability to grasp new business concepts quickly.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Strong analytical and problem-solving skills, with the ability to identify and resolve issues efficiently.
• Excellent project management abilities, including organizational and problem-solving skills.
• High attention to detail, with the ability to manage and prioritize multiple projects.
• Exceptional written and verbal communication skills, with a creative approach to client deliverables.
• Ability to travel up to 25%, including overnight and occasional weekend travel.
• Flexibility to work extended hours as needed.