Director - Valuation Advisory

At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ®. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.

Director – Valuation Advisory (Business Valuation Practice)

Description: Join a dynamic and growing global investment bank and advisory firm specializing in corporate finance, valuation, disputes, and investigations in our Business Valuation Practice. A successful candidate will have the ability to multi-task and be a self-starter; excels in a team-oriented and fast-paced environment; and is entrepreneurial and nimble in their thinking and approach to the job. 

Major Duties and Responsibilities: 

• Core Valuation Skills Needed: ASC 805 Purchase Price Allocation; ASC 350/360 Goodwill Impairment; IRC 409a stock-based compensation; ASC 718 expense reporting; and possibly complex securities experience
• 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 and overseeing company, industry, and economic research
• Analyzing general economic conditions and industry specific conditions and trends
• Participating in the hiring and training of Interns, Analysts, and Associates

Provide valuation services for many purposes, including:

• Financial, tax, and regulatory requirements of investment funds and individual companies
• Purchase price allocation and goodwill impairment studies
• Estate and gift taxation
• Fairness opinions, solvency opinions and other transactional matters
• Management planning
• Shareholder disputes
• Family law matters

Knowledge, Skills & Abilities:

• Strong technical and analytical skills
• Excellent verbal and written communication skills
• Intermediate/advanced understanding of economics, financial theory and/or principles of accounting.
• 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
• 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 6 years of experience in business valuation. The preferred candidate will have prior experience in purchase price allocations and other financial reporting related assignments, estate and gift tax valuation, and transaction opinions.

Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.

We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.

We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.

Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.

Learn more about our benefits and commitment to your success.

https://www.stout.com/en/careers/benefits

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.

Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. 

Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.