JOB SUMMARY

The Principal is a leader in our firm who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities. The Principal may either be a subject matter expert, client service expert, or both. The Principal assists partner in assuming overall responsibilities in a variety of areas, including: engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.

JOB DESCRIPTION

• Appropriately manage risk and ensure quality control procedures are being executed
• Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services
• Demonstrate technical knowledge effectively through written and verbal communication.
• Provide strategic insights to clients by evaluating financial risks and opportunities associated with their assets, businesses, or investments
• Lead a team of valuation professionals, providing mentorship, guidance, and training to enhance their technical skills and professional development
• Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery
• Mentor and train new staff in areas of expertise and responsibility
• Oversee the financial aspects of valuation engagements, including budgeting, billing, and collections, to ensure profitability and efficiency
• Serve as a subject matter expert in valuation methodologies, industry trends, and regulatory requirements
• Provide expert guidance on complex valuation issues and collaborate with team members to ensure the highest quality of work
• Demonstrate knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
• Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparables, and scenario analysis
• Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements
• Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software
• Stay up-to-date with industry developments and contribute to the firm's thought leadership by delivering presentations, and participating in relevant industry events

Supervisory responsibilities

• Will supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift to 15 pounds at a time

Travel required

• Some travel may be required to client sites during engagements

Required education and experience

• Bachelor's degree in accounting, finance, economics, or a related field
• 8 – 12 years in relevant position
• Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation

Preferred education and experience

• Master's degree in accounting, finance, economics, or a related field

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.