General Purpose: Seeking a full time Vice President as a team member to assist in the valuation of debt and equity portfolios, businesses, securities, and intangible assets. The Vice President will work on a variety of valuation assignments in numerous industries.
Major Duties and Responsibilities: Vice President responsibilities include the following:
Managing projects and supervising analysts and part-time interns
Performing corporate, fund and asset valuations including analysis of discounted cash flows, capitalization of earnings, comparable companies, merger and acquisition transactions, purchase price allocations, goodwill impairment testing, stock option analysis, illiquid debt investments
Preparing written valuation reports for client presentation
Solvency and fairness opinion analyses
Developing client interaction and participating in due diligence meetings
Conducting company, industry, and economic research
Analyzing general economic conditions and industry specific conditions and trends
Participating in the hiring and training of analysts
Stoutervices are used for many purposes, including:
Financial, tax, and regulatory requirements of investment funds and individual companies
Purchase price allocation and goodwill impairment studies
Employee stock ownership plans
Mergers and acquisitions
Fairness and solvency opinions
Estate and gift taxation
Intellectual property disputes
Shareholder disputes
Property taxation
Feasibility studies
Financing purposes
Knowledge, Skills & Abilities: Intermediate/advanced understanding of economics, financial theory and/or principles of accounting.
Excellent verbal and written communication skills
Proficient computer skills (primarily Excel, Word, and PowerPoint)
Relationship-focused (with clients, peers, management, etc.)
Entrepreneurial
Positive and enthusiastic attitude
Excels in a team-oriented work environment
Shows creativity in problem solving
Accountability and ability to multi-task
Professional presence
Strong technical and analytical skills
Detail-oriented
Self-motivated with a strong work ethic
Education and/or Training:
4-year degree necessary with an emphasis in finance or accounting
Minimum 5-7 years of experience in business valuation. Must have experience in purchase price allocations and other financial reporting related assignments. Experience in portfolio valuations preferred.
Professional designation preferred A, ASA, CPA, CEIV
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.