UHY-US · 15 hours ago
Principal - Principal
Houston - Galleria, TX
Full-time
Hybrid
Lead/Staff
8+ years expUHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. The Principal is a leader responsible for managing client engagements, developing business opportunities, and mentoring valuation professionals while ensuring quality control and compliance with industry standards.
AccountingAdviceConsultingFinanceFinancial Services
Responsibilities
Appropriately manage risk and ensure quality control procedures are being executed
Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services
Demonstrate technical knowledge effectively through written and verbal communication
Provide strategic insights to clients by evaluating financial risks and opportunities associated with their assets, businesses, or investments
Lead a team of valuation professionals, providing mentorship, guidance, and training to enhance their technical skills and professional development
Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery
Mentor and train new staff in areas of expertise and responsibility
Oversee the financial aspects of valuation engagements, including budgeting, billing, and collections, to ensure profitability and efficiency
Serve as a subject matter expert in valuation methodologies, industry trends, and regulatory requirements
Provide expert guidance on complex valuation issues and collaborate with team members to ensure the highest quality of work
Demonstrate knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparables, and scenario analysis
Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements
Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software
Stay up-to-date with industry developments and contribute to the firm's thought leadership by delivering presentations, and participating in relevant industry events
Will supervise subordinate team members
Qualification
Required
Bachelor's degree in accounting, finance, economics, or a related field
8 – 12 years in relevant position
Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation
Preferred
Master's degree in accounting, finance, economics, or a related field
Benefits
Group health insurance
Dental and vision coverage
401(k) retirement plans
Generous paid time off (PTO) allowances
Company
UHY-US
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$19.67MKey Investors
Summit Partners
2024-12-03Private Equity
2022-08-05Series Unknown· $4.61M
2021-07-16Series Unknown· $2.02M
Leadership Team
S
Steven McCarty
Chairman & Chief Executive Officer at UHY Advisors, Inc.
Recent News
Business Wire
2025-10-25
Crain's Detroit Business
2025-01-09
DBusiness Magazine
2024-12-05
Company data provided by crunchbase