Core Responsibilities - 

- Planning, organizing, conducting, and managing various valuation engagements;

- Managing a team while being accountable for the weekly progression and reporting of the engagement to the senior members in the team;

- Responsible and accountable for quality control and accuracy of deliverables;

- Oversees multiple valuation and consulting engagements simultaneously;

- Writes complex valuation reports and summarizes analyses and conclusions;

- Works collaboratively with the team and is a positive contributor to the firm's culture;

- Leads, trains, and mentors senior analysts, analysts and other associates within the team;

- Planning for internal and external trainings for team's personal and professional development; and

- Provide inputs on matters such as hiring new staff, production flow and other important operational needs.

Experience and Requirements

- Minimum four years of valuation and/or consulting experience;

- Working knowledge of below will have a preference:

- Equity Incentive Awards (ASC 718 and IRC 409A)

- Fair Value Measurements (ASC 820)

- Embedded Derivatives (ASC 815)

- Business Combinations (ASC 805, IRC section 1060)

- Valuation opinions for gift and estate planning purposes

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