Business Valuation Director
CLA (CliftonLarsonAllen) · Charlotte, NC · Yesterday
Business Development$137k–$206k/yrFull-time
About the Role
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table.
Responsibilities
- Valuation Leadership
- Manage valuation projects involving business enterprises, intellectual property, intangible assets, and complex financial instruments.
- Oversee valuations of equity, debt, derivatives, and structured securities for regulatory, transactional, and litigation purposes.
- Provide technical expertise in diverse and complex valuation assignments, including economic damages, Foreign Corrupt Practices Act (FCPA) investigations, and white-collar crime defense.
- Review and approve valuation reports and financial models prepared by internal teams or external firms, ensuring methodological rigor, defensibility, and strategic relevance.
- Collaborate with team members to resolve valuation issues for clients.
- Litigation & Forensic Support
- Deliver valuation support for forensic, litigation, and investigative assignments.
- Provide cross-functional valuation support to Assurance and Tax teams.
- Design and execute financial models to support litigation strategies and compliance assessments.
- Draft and review technical reports, exhibits, and expert testimony materials with precision and legal defensibility.
- Client Engagement & Business Development
- Cultivate and manage client and referral relationships, serving as a trusted advisor throughout the engagement lifecycle.
- Lead client communications, present findings, and resolve valuation-related issues in collaboration with internal and external stakeholders.
- Support business development efforts by identifying client needs, contributing to proposals, and representing the valuation practice in industry forums.
- Team Leadership & Development
- Supervise and mentor a team of Associates and Seniors, reviewing their analysis and deliverables for quality and consistency.
- Offer training, coaching, and career development opportunities to build technical capabilities and promote professional growth across the team.
- Innovation & Process Improvement
- Drive innovation by developing and refining automation tools and valuation frameworks to enhance efficiency, scalability, and analytical depth.
- Propose and implement process improvements that elevate the quality and consistency of valuation services across the firm.
Requirements
- 6 years of experience in valuation or a similar consulting practice/function servicing clients.
- Bachelor’s degree in Accounting, Finance, Economics, or related field.
- ABV, ASA, CVA, or related designation.
- Proficiency in Microsoft Office products (Word, Excel, Outlook, etc.).
- Proficiency in financial modeling and valuation techniques.
- Proficiency with valuation standards and complex financial instruments.
Benefits
- Flexible PTO (designed to offer flexible time away for you).
- Up to 12 weeks paid parental leave.
- Paid Volunteer Time Off.
- Mental health coverage.
- Fertility benefits.
- Comprehensive health, dental, vision, and 401k benefits. View complete list of benefits here.
Pay
The compensation range for this position varies by location:
- New Jersey: $137,000 - $206,000
- New York: $141,000 - $213,000
- Massachusetts: $127,000 - $206,000
- Minnesota: $108,000 - $185,000
Our approach to compensation emphasizes collaboration and career growth. Factors such as geography, experience, education, skills, and knowledge may impact the position of pay within the range.