Client Interviewing - gathering data pertinent to the engagement Model building and reviewing - DCF models, comparable company models, stock option models, financial instrument and complex option models and intangible asset valuation models Team management Operational relationship management with client Building long-term client relationships through exceptional client service including a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product Translating exceptional client service skills into new client relationships Developing a deep technical strength in business valuation, serving as a firm resource for that expertise and sharing that knowledge through training and mentoring Translating deep technical strength into an industry-wide resource through speaking engagements, writing articles and position papers, engagement review, report writing Developing and implementing fundamentally sound and technically rigorous procedures and processes for executing unique engagements and developing new products/services Managing client engagements from day-to-day interaction with the client through to staffing and managing the resources and work plan through to timely completion, which includes engagement Management and execution, project management and engagement economics.
Minimum of 10 + years of related work experience in Valuations Experience to cover the range of assignments listed earlier. A deep understanding of valuation concepts, accounting standards and other standards relevant for valuation will be necessary CA, Master's degree in Finance, Accounting or Economics or equivalent thereof (e.g., CFA); or MBA from an accredited college/university Proven technical skills, proven analytical and problem-solving skills Demonstrated leadership experience including managing and developing client relationships as well as mentoring and developing staff Demonstrated verbal and written communication skills, comfortable speaking with senior management and in front of an audience