Business Valuation Director
CLA (CliftonLarsonAllen) · Boston, MA · Yesterday
Business Development$137k–$206k/yrFull-time
About The Role
The Valuation Director/Manager role is a key contributor in performing valuation services to assist clients with financial reporting, business/management planning, mergers, acquisitions, dispositions, gift and estate tax reporting, tax planning and restructuring, litigation and dispute support, and strategic planning.
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, 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.
What You Will Need
- 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.) required.
- Proficiency in financial modeling and valuation techniques.
- Proficiency with valuation standards and complex financial instruments.
Pay
- New Jersey: $137,000 – $206,000
- New York: $141,000 – $213,000
- Massachusetts: $127,000 – $206,000
- Minnesota: $108,000 – $185,000
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
- Complete list of benefits available here