Valuation Manager

Boulay, PLLP seeks a Manager (Valuation) in Minneapolis, MN to manage and grow our Valuation service line and be responsible for managing and executing both business valuation engagements, including valuation and calculations engagements, and various related consulting engagements. This position is key in helping our clients, and their advisors, understand and evaluate complex business concepts and develop supportable analysis. This position is responsible for leading project scheduling and coordination of most projects, developing staff, and involves working cross-departmentally with other Boulay Departments (most typically audit and tax) to effectively accomplish projects and tasks. Tasks are typically conducted with minimal direct supervision but under the direction of a Partner, Senior Manager or directly from the client.

The specific position responsibilities include:

·         Plan and lead projects, including running client meetings and explaining deliverables;

·         Be communicative with clients and staff, which may require some meetings or work outside of traditional business hours;

·         Ensure that “best practices” are developed and used, including policies, processes, and tools;

·         Stay current of key valuation trends/changes, relevant court cases, and other legal/regulatory changes related to valuation issues;

·         Be a key member of the Transaction Group with a shared vision, coach and motivate team members, and build a spirit of trust within the team;

·         Oversee and manage budget on assigned engagements;

·         Assume the role of Primary Advisor as needed by assisting less experienced staff, assigning and overseeing work, sharing knowledge and providing feedback, serving  as a role model, and assisting in recruiting, performance evaluations, developing training resources, and acting as an instructor in professional development programs; and

·         Demonstrate competency of technical skills, work quality, and the application of professional and Firm standards;

·         Seek new ways and better ideas of accomplishing job and Firm goals;

·         Follow all regulations and ethical standards set forth by the Firm and other governing bodies;

·         Develop professionally and offer specialized knowledge in a particular industry or service area;

·         Develop rapport and professional relationships with clients, colleges, referral sources, and prospects;

·         Assist Partners in proposal, cross-sell opportunities, and speaking engagements; and

·         Promote the ideals, mission, and vision of the Firm and demonstrate exceptional client service skills and compliance with all Firm policies and procedures.

We require a Bachelor’s Degree in Finance, Accounting, Economics, or a closely related field.  We require a credential demonstrating valuation knowledge (CPA, CVA, ABV, ASA, AM, or CFA).  We require two years of experience managing valuation analysis on public and private entities, and intangible assets including trademarks and non-compete agreements.  This experience must include performing valuations used to comply with Accounting Standards Codification 805, 718, 820, and 350, and common stock valuations (IRC 409A).  We require two years of working with the following programs/databases: CapitalIQ; Macabacus; and Microsoft Excel and PowerPoint.  The two years of experience must include: responsibility for deliverables including engagement proposals to senior team members and clients; project management; and preparing reports compliant with industry guidelines and USPAP (Uniform Standards of Professional Appraisal Practice).

Salary: $144,600 – $165,000/year with benefits including insurance (medical, dental, vision), 401k, flexible schedules, paid time away, and more.