Business Valuation Manager

Company: DGPerry
Location: Dublin
Posted on: November 19, 2023

Job Description:

*Join a winning team at a growing firm!*
DGPerry, a certified public accounting firm with eight office locations in Ohio, Pennsylvania, and Florida, is committed to providing the highest quality accounting, auditing, tax, and business advisory services to our clients. Our firm employs more than 160 team members with a wide range of experience and skills, serving businesses in various industries.
We are currently seeking candidates for a full-time position as a Business Valuation Manager. This position is in our Columbus area office, but will lead our valuation department across all offices. The right candidate will be a highly motivated individual who will provide various valuation services for our existing clients as well as for new client opportunities that they create. The ideal candidate will conduct business valuations for a wide variety of purposes, including transaction related (succession planning, estate and gifting, mergers and acquisitions, buyouts and divestitures), financial reporting (fair value reporting, goodwill impairment, and purchase price allocation) and dispute and litigation (divorce, estate/probate, and shareholder disputes). Candidates should also be comfortable providing expert witness testimony for domestic relations, fraud, lost wages and limiting damage cases.
Every day, DGPerry helps its clients navigate through life and business events, develop tailored strategies to maximize profits, minimize risk, and plan for long-term success. As a team member at DGPerry, not only will you be a vital part of a client's team, but you will also achieve your own personal growth and professional goals. You will enhance your technical skills, build your network, discover new industries, and continue to gain confidence with the support of the DGPerry team. A career with DGPerry will provide you with the opportunity to provide a range of services and business advice to a variety of clients from small, fast-growing businesses to large entities. DGPerry uses the latest cloud-based technology allowing you the opportunity to manage projects throughout the firm.
*Duties and Responsibilities*
* Manages valuation engagements to provide timely, high quality client service that meets or exceeds client expectations and deadlines.
* Manages the planning, staffing and scheduling of all valuation engagements across the Firm.
* Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
* Complete a wide variety of business valuation engagements for gift and estate tax reporting, financial reporting, and transactional purposes.
* Conduct in-depth financial and valuation analysis and modeling.
* Conducts various valuation techniques, including discounted cash flow analysis, guideline transaction analysis, and other methods.
* Writes comprehensive valuation reports to support and document our valuation conclusion.
* Keeps lines of communication open with partners, staff, and clients and serves as a resource for these individuals.
* Stays updated on latest developments as they affect business and industry, as well as the Firm's policies.
* Contributes to firm-wide initiatives and special projects and actively participate in the improvement of our valuation practice by providing new ideas, suggestions, research, etc.
* Prepares other reports, projects, and duties as may be assigned.
*Required Skills*
* Bachelor's degree or master's degree in accounting, finance, or related curriculum.
* Holds a current CVA or ABV accreditation.
* 3 years of related experience in a public accounting consulting or investment banking environment.
* Certified Public Accountant (CPA) license is a plus but not required.
* Experience in public accounting or other comparable experience, demonstrating a progression in complexity, scope and number of valuation engagements.
* Proficiency using the entire Microsoft Office Suite.
* Strong business writing skills.
* Detail-oriented and organized, proven record of successfully managing multiple engagements, tasks, and people.
* Ability to think creatively and display intellectual curiosity.
* Self-motivated to perform at a high level.
* Ability to quickly learn and display knowledge of client's business and its industries.
* Ability to consistently enhance and develop professional and technical skills.
* Flexible work schedule and willingness to work as needed to meet client deadlines.
* Ability to network in the community to promote the firm and bring in new valuation business.
We value our team members and offer a very competitive salary and benefits package including health insurance, 401(k) match, generous paid time off, CPA Exam incentive program, paid continuing professional education, reasonable seasonal hours, and paid time for involvement in community networking events. DGPerry is an equal opportunity employer and offers a relaxed, enjoyable work environment where we believe in and respect a work life balance for our team. A full listing of team member benefits can be found below:
* Generous paid time off
* Paid holidays
* Flexible schedule
* 401(k) Plan with generous company match
* Health, vision, dental, life, and disability insurance options
* Health savings account
* Reasonable seasonal hours
* Ability to contribute to firm growth
* Semi-annual performance reviews with bonus opportunities
* Annual salary increases
* CPA incentive program
* Professional development assistance
* Opportunities for advancement
* Paid time for involvement in community networking events
*EOE*
_DGPerry participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S._
Please use the following links to learn more about E-Verify and Immigrant and Employee Rights: https://dgperry.com/wp-content/uploads/2023/10/E-Verify-Participation-Poster.pdf ; https://dgperry.com/wp-content/uploads/2023/10/Right-to-Work-Poster.pdf
Job Type: Full-time
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Flexible schedule
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Professional development assistance
* Referral program
* Vision insurance
Physical setting:
* Office
Schedule:
* 8 hour shift
* Monday to Friday
Supplemental pay types:
* Bonus opportunities
Education:
* Bachelor's (Required)
Experience:
* Public accounting: 3 years (Preferred)
* Investment banking: 3 years (Preferred)
* Business valuation: 3 years (Required)
License/Certification:
* CVA or ABV (Required)
Work Location: In person

Keywords: DGPerry, Columbus , Business Valuation Manager, Executive , Dublin, Ohio