Valuation Principal

JOB SUMMARY The Principal is a leader in our firm who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities. The Principal may either be a subject matter expert, client service expert, or both. The Principal assists partner in assuming overall responsibilities in a variety of areas, including engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development. JOB DESCRIPTION Appropriately manage risk and ensure quality control procedures are being executed Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services Demonstrate technical knowledge effectively through written and verbal communication Provide strategic insights to clients by evaluating financial risks and opportunities associated with their assets, businesses, or investments Lead a team of valuation professionals, providing mentorship, guidance, and training to enhance their technical skills and professional development Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery Mentor and train new staff in areas of expertise and responsibility Oversee the financial aspects of valuation engagements, including budgeting, billing, and collections, to ensure profitability and efficiency Serve as a subject matter expert in valuation methodologies, industry trends, and regulatory requirements Provide expert guidance on complex valuation issues and collaborate with team members to ensure the highest quality of work Demonstrate knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparables, and scenario analysis Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software Stay up-to-date with industry developments and contribute to the firm's thought leadership by delivering presentations, and participating in relevant industry events SUPERVISORY RESPONSIBILITIES Will supervise subordinate team members. WORK ENVIRONMENT Work is conducted in a professional office environment with minimal distractions. PHYSICAL DEMANDS Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time. Must be able to lift to 15 pounds at a time. TRAVEL REQUIRED Some travel may be required to client sites during engagements. REQUIRED EDUCATION AND EXPERIENCE Bachelor's degree in accounting, finance, economics, or a related field 8 – 12 years in relevant position Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation PREFERRED EDUCATION AND EXPERIENCE Master's degree in accounting, finance, economics, or a related field SALARY RANGE A reasonable estimate of the current range for this position is $204,000 to $288,000. WHAT WE OFFER Positive work environment Attractive compensation packages Comprehensive benefit package including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances #J-18808-Ljbffr 640 UHY Advisors Great Lakes, Inc.