Principal - Valuation

About the role

CLA is a top 10 national professional services firm with more than 8,500 people, 130 U.S. locations, and global reach. The firm provides industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. CLA is seeking a Principal to join the Valuations team. This role drives firm growth through developing new client relationships while ensuring seamless delivery of integrated firm capabilities, and is recognized for impact in industry and community. The Principal develops opportunities for CLA's Valuation practice by delivering valuation services that support financial reporting, business and management planning, mergers, acquisitions, dispositions, gift and estate tax reporting, tax planning and restructuring, litigation and dispute support, and strategic planning.

Responsibilities

• Drive firm-wide delivery of valuation services involving business enterprises, intellectual property, intangible assets, and complex financial instruments.
• Develop integrated valuation solutions for equity, debt, derivatives, and structured securities across regulatory, transactional, tax, and litigation matters.
• Build firm capabilities for complex valuation assignments, including economic damages, Foreign Corrupt Practices Act investigations, and white-collar crime defense.
• Drive methodological rigor, defensibility, and strategic relevance across valuation reports, financial models, exhibits, and expert testimony materials.
• Build seamless delivery across Valuation, Assurance, Tax, Forensics, Litigation, and Investigations capabilities to address complex client needs.
• Develop high-performing teams and a strong culture by building technical capabilities, aligning talent with firm priorities, and creating opportunities for collaboration, learning, and shared success.
• Drive operational excellence through billing awareness, resource alignment, engagement economics, realization, quality, and consistent delivery across the practice.
• Translate regulatory, legislative, litigation, transaction, and market developments into thought leadership, client insights, service innovation, and growth opportunities.
• Develop new client and referral relationships and translate opportunities into sustainable firm growth through seamless delivery of integrated CLA capabilities; carry Client Relationship Leader responsibilities.

Requirements

• 8 years of relevant experience required.
• Bachelor's degree in Accounting, Finance, or related field required.
• ABV, ASA, CVA, or related certification required.

Pay

The compensation range for this position in New York is: $340,000 - $400,000. Factors such as geography, experience, education, skills, and knowledge may impact the position of pay within the range.

Benefits

Comprehensive benefit options include health, dental, vision, 401k, and more. A complete list of benefits is available via the firm's benefits portal.