Valuation Manager

Valuation Scottsdale, Arizona


Description

Valuation Manager

Equity Methods seeks a results-focused, growth-oriented valuation professional to support and drive client engagements related to the valuation of equity compensation instruments, complex securities, and related categories. Our Valuation Services Group offers you the ability to apply core financial economics principles in a way that directly impacts the financial reporting accuracy and timeliness at large publicly traded firms. 

As a Manager, you’ll apply your experience in economic or valuation consulting, management consulting, litigation consulting, or public accounting to the world of valuation for financial reporting. You will gain deep exposure to managing complex client relationships, maintaining and enhancing our focus on excellence and pristine client service, coaching and mentoring junior staff, and more. You’ll also gain exposure to our HR Advisory practice where we provide compensation analytics and other forms of economic consulting. Finally, you will gain exposure to broader business topics in preparation for a wider leadership role within the firm.

If you enjoy problem-solving, are comfortable both excelling in client service and geeking out with technical models, and have a collaborative, client-focused mindset, we would like to meet you and discuss this exciting role.

The Role in a Nutshell

  • Manage and oversee valuation projects from inception to completion, which requires competencies in financial modeling, data analysis, project management, and client interaction.
  • Master the firm’s standard option-pricing techniques that are used to value equity compensation awards, complex securities (e.g., convertible debt, contingent consideration, etc.), and businesses (e.g., 409A valuations). Leverage this expertise so you can train, review, and coach junior staff.
  • Review complex compensation and financing agreements to determine the key terms for modeling and appropriate valuation framework.
  • Manage a portfolio of clients, both from a day-to-day service perspective as well as their overall relationship with Equity Methods. Be accountable for end-to-end client experiences. Assist them in understanding other ways EM can help as they benefit from unparalleled service.
  • Lead client delivery presentations and mentor associates and consultants as they learn the ropes in explaining complex valuation topics to senior audiences.
  • Serve as an internal subject-matter expert by assisting in internal reviews, staff training, and other responsibilities of a senior professional in the practice.
  • Manage associates and deliver coaching and feedback that is aligned to our apprenticeship, promote-from-within culture.
  • Represent the company during on-site visits with clients, industry conferences, and recruiting events, and author thought leadership artifacts such as white papers and issue briefs. Begin building a brand in the industry and participate in efforts to acquire new clients by showcasing EM’s expertise. (Travel is < 20%.)
  • Support in HR Advisory projects, including incentive design, compensation modeling, statistical analyses of pay equity, and proxy support. Some candidates will welcome large specializations in this practice group.

Our Culture and Method of Doing Business. We are:

  • Zealous about exceptional client service and delighting every client, large or small.
  • Lean and agile—we don’t have manager layers that get to sit back and just talk.
  • Growth-oriented—both in welcoming new clients into the fold and seeing professional development in our outstanding colleagues.
  • Feedback-heavy—because that’s how to unlock growth.
  • Mentoring-rich—we’re not a competitive, eat-what-you-kill culture, and our consultants achieve professional growth via hands-on client experience and feedback from leaders.
  • All about impact—our professionals love the opportunity to make an impact on clients, each other, and the long-run trajectory of the business.
  • Eager to solve clients’ toughest problems—because that’s where the greatest impact is created even though these challenges are riddled with ambiguity and complexity.
  • Devoted to plain-language deliverables that clients find easy to consume and yet rigorous—because clients value our ability to make the complex simple for them.
  • Not a 9-to-5 job—because all the above items just take time, even for very smart and efficient people.

Qualifications & Requirements:

  • 5 – 9 years of experience in a relevant valuation consulting field. Note that we do not expect expertise in every area in which our practices focuses, but do expect solid proficiency in financial economics and the general tools through which valuation for financial reporting is approached.
  • Strong Excel skills and the ability to design robust, insight-rich models. However, prior experience in compensation, programming, or data analytics is not required.
  • Experience supervising junior talent and delivering coaching/feedback that guides them toward excellence and upskilling.
  • Bachelors or Masters in a business discipline that relates to the role.
  • Ability to quickly grasp complex accounting, finance, and economics principles and apply them to real-world fact patterns.
  • Exceptional time and stress management skills in light of needing to manage a plate of complex projects with various deadlines, many of which are in flux.
  • Strong detail- and accuracy-orientation. Successful candidate must demonstrate attention-to-detail with regard to internal/external communication, developing deliverables, and modeling.
  • Ability and willingness to think critically and solve “out-of-the-box” problems independently.
  • Ability to excel in both the technical dimensions and business/client dimensions of consulting.
  • Background check required.

More About Equity Methods

Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. We have served 40 Fortune 100 firms all the way to early-stage venture-backed organizations. Our clients span the United States, in addition to some in Canada, South America, and Europe. We offer a diverse array of services that solve mission-critical priorities within corporate accounting and human resources functions.

At our size of ~100 professionals and thousands of clients, we combine the best of a large professional services firm with the best of a smaller, more entrepreneurial company. The culture encourages innovation, collaboration, and excellence in continually enhancing the way clients are served. We work hard in the quest to have high impact and deliver exemplary service. We have consistently been rated a Top Company to Work for in Arizona.