Managing Director, Valuations (, IL, United States)

• 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.

Requirements

• 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.

Core Competencies

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.

Highest-signal resume keywords

• Valuation Engagement Leadership


• Financial Modeling Expertise


• Client Relationship Development


• Business Development Strategy


• Forensic Accounting Collaboration

ATS Optimization Keywords

Hard Skills

• Valuation Analysis


• Financial Reporting


• Tax Planning


• Transaction Support


• Litigation Support


• Budgeting


• Utilization Management


• ASC 805


• ASC 350


• 409A/ASC 718

Soft Skills

• Mentoring


• Collaboration


• Communication


• Coaching


• Team Building

Certifications & Qualifications

• ASA


• CFA


• CPA/ABV


• CEIV


• CVA


• CVFI

Industry Keywords

• Public Accounting


• Advisory Firm


• Forensic Investigations


• Dispute Consulting


• Private Equity


• Investment Banking


• Market Expansion


• Quality Control


• Strategic Planning


• Thought Leadership