Valuation and Advisory Director jobs in United States
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Rivero, Gordimer & Company, P.A. ยท 1 day ago

Valuation and Advisory Director

Rivero, Gordimer & Company, P.A. is seeking a Director for their Valuation and Advisory department. The role involves managing a team responsible for business appraisals, transaction advisory services, and various forensic and litigation services, while also overseeing financial analyses and valuations across industries.

AccountingProfessional ServicesTaxi Service
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Responsibilities

Oversee, and at times perform, in-depth analysis of financial statements, cash flows, and other relevant data to build complex financial models for valuation purposes, including discounted cash flow (DCF) analysis, comparable company analysis, and precedent transaction analysis
Supervise, and at times perform, the development of detailed valuation reports outlining methodology, key assumptions, and conclusions, including supporting documentation and data analysis to justify the valuation
Lead client meetings to gather information, develop strategies, review status of active and pending projects, manage proposals on prospective engagements, and address any team concerns
Stay current on industry trends, competitor analysis, and relevant economic factors impacting the department
Oversee, and at times perform, necessary activity related to various transaction advisory services, including Quality of Earnings
Conduct and oversee legal proceedings by preparing valuation, forensic and/or damage reports and providing expert testimony when required
Stay updated on relevant accounting standards, valuation concepts, and industry best practices to ensure compliance
Lead new business development activities including involvement in relevant industry and professional associations and development and maintenance of client and referral source relationships
Develop and mentor valuation and advisory professionals in career development
Perform administrative tasks related to billing and collections

Qualification

Business ValuationTransaction AdvisoryFinancial ModelingExpert TestimonyFinancial AnalysisCFACPAASAABVLeadership SkillsMicrosoft OfficeQuantitative SkillsInterpersonal SkillsWriting Skills

Required

Minimum of 15+ years professional experience in business valuation, transaction advisory, litigation support or a related field
Advanced knowledge of business valuation theory, economics, and principles of financial accounting
Strong analytical skills to interpret financial statements, identify key financial metrics, and assess business performance
Experience providing expert testimony required
Strong interpersonal and leadership skills needed to collaborate with team members clients and referral partners
Outstanding writing, quantitative, and communication skills are required
Proficiency in Microsoft Office (Excel, PowerPoint, Word) required
Must be eligible to work in the U.S., without employer sponsorship, at the time of hire and in the future
CFA, CPA, ASA, ABV, or other similar professional designations

Preferred

Bachelor's degree with an emphasis in finance, economics, mathematics, or accounting preferred
Experience in management of or within a valuation and advisory practice is recommended
Experience with Crystal Ball, CaseWare and/or SuraLink a plus

Benefits

Robust PTO and holiday schedule.
100% Employer paid health, long-term disability and short-term disability insurances.
401K Safe Harbor, Profit Sharing and access to a host of other voluntary benefits.
Paid Parking for all employees.

Company

Rivero, Gordimer & Company, P.A.

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Rivero, Gordimer & Company is a full-service accounting and advisory firm based in Tampa Bay.

Funding

Current Stage
Growth Stage

Leadership Team

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JP DuBuque
Chief Operating Officer
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Company data provided by crunchbase