Business Valuation Manager

About the role

Rea is a growing Top 100 business advisory & accounting firm providing tax, accounting, and business consulting services. We have a ‘People First’ culture focused on employee well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm respects work-life balance. This role involves leading, executing, and delivering challenging valuation engagements, including all aspects from proposal preparation to project completion. The Business Valuation Manager will actively manage valuation assignments, supervise staff, and travel 10-15% to meet client needs in Cleveland, Ohio.

Responsibilities

• Performs related company, industry, and economic research
• Analyzes client financial statements
• Constructs financial models
• Assesses operational profitability and financial conditions
• Develops and reviews cash flow forecasts
• Performs benchmark analysis
• Documents and maintains all appropriate aspects of the work product
• Composes narrative reports in support of valuation analyses
• Prepares necessary exhibits and memos in illustration of complex issues
• Ensures quality controls are adhered to in all work products
• Participates in internal and external client meetings
• Assists and provides guidance to peers and staff in developing project plans and timelines
• Supervises the day-to-day workload of Senior Associates/Associates on assigned engagements and reviews work product
• Ensures associates are trained, evaluates performance, and supports career development
• Other duties as required

Requirements

• Bachelor’s Degree, with an emphasis in Accounting, Finance, or Economics
• 7-10 years of relevant experience
• One of the following credentials in valuation: ABV, ASA, CFA, CVA
• Demonstrated ability to network, market, develop leads, and generate revenues
• Experience with and understanding of valuation theory and principles
• Experience in litigation support preferred, including:
  • Understanding of economic damage theories and performing/reviewing financial analyses
  • Ability to analyze agreements, contracts, and legal documents
  • Familiarity with legal concepts and procedures
  • Ability to review and prepare reports of findings, present conclusions, and testify as needed
• Strong and effective verbal and written communication skills
• Strong analytical and research skills, including market data, industry dynamics, and financial/economic data
• Proven ability to work in a deadline-driven environment
• Solid organizational skills with the ability to focus on multiple projects and meet deadlines

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k with 3% contribution)
• Life Insurance (Basic, Voluntary & AD&D)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• ‘Work From Anywhere’ Option
• Wellness Resources
• Four (4) weeks PTO
• Twelve (12) paid holidays, of which three (3) are floating holidays