Job Description
UHY's National Business Valuation Services team is growing and we are looking for leaders that hunger for an opportunity to grow a client-focused practice. We are seeking a Principal with experience in all areas of private company valuations.
These engagements can include:
estate and gift tax planning,
litigation support,
mergers & acquisitions,
stock based compensation,
fair value measurement,
intangible assets,
financial modeling, and more.
In addition, the chosen leader will be responsible for representing the Business Valuation Services team in front of new and existing clients as well as UHY colleagues locally and nationally. The ideal candidate will be expected to effectively communicate with clients and engagement staff and to grow into a position of obtaining new business. You will not be alone. With over twenty professionals nationally, the St. Louis leader will have access to analysts nationally as well as dedicated marketing and networking support. The ultimate goal is to stand up a local group of between three and eight people in the St. Louis valuation team over the next two years.
We work in a high-paced environment so a chosen candidate must have the ability to plan, direct and review document collections, oversee complex analysis and coordinate reporting requirements including presentation of findings in client settings. With that said, we also value balance and want your life to be enjoyable in and out of the office.
WHAT YOU WILL DO
Regular duties include (but are not limited to):
Financial analysis of client operations for the purpose of technical valuation matters
Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
Handles more complex tasks and projects within discipline/ function
Recognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problems
Demonstrates savvy and understanding of interrelationship with other departments
Demonstrates advanced technical knowledge effectively through written and verbal communication
Follow regulations and professional ethics of state bodies appropriate to discipline, including AICPA
Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software (e.g., CapitalIQ and Bloomberg)
Ensures top quality client service and oversees client service performance of staff
Assists management in planning and managing engagement activity and follows through to achieve results
Recognizes needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities
Appropriately manages risk and ensures quality control procedures are being executed
Coordinates various phases of engagement with Management
Builds client relationships and maintains smooth working relationship
Responds timely and accurately to internal team and client requests
Seeks new ideas and better ways of accomplishing job and company goals
WHAT WE ARE LOOKING FOR
Experience
6 to 9 years in relevant position
Valuation experience, including fair value, fair market value, and financial reporting
Experience with CapitalIQ and Bloomberg Terminal a plus
Financial modeling skills, including advanced Excel modeling
Education
Minimum Bachelor's degree or equivalent technology experience
Bachelor's in Accounting, Finance, Economics; other degrees will be considered on a candidate-by-candidate basis
License / Certification
Relevant certification is highly preferred, including CVA, CPA with ABV, ASA (or AM), or at least Level II or above CFA
Legal / Compliance
Must complete acknowledgement of Independence Guidelines and Ethical Standards document
Governmental engagements require ability to obtain a security clearance from the United States government
WHO WE ARE
READY TO DELIVER
We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.
A LEGACY OF COMMITMENT, GROWTH AND SERVICE
We know what we're doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We're dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.
AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU
A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.
Reach out to us today to learn how we can help you.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. UHY-US
Job Tags
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