Business Valuation - Supervisor
$85,100–$161,700 year
On-siteCharlotte, North Carolina, United States
Job Summary
Lead complex business valuation engagements across financial reporting, tax reporting, transactions, and strategic planning for middle market clients. Manage multiple priorities, meet tight deadlines, and exercise professional judgment while leveraging automation and data analytics to enhance engagement quality. Collaborate closely with senior professionals and practice leaders on execution, client relationship development, and process improvement initiatives. Mentor developing talent, foster a collaborative team culture, and contribute directly to the future direction of the nationally recognized valuation practice.
Required Qualifications
- Bachelor's Degree in Finance, Accounting or related area of study
- 3-5+ years of progressive business valuation experience
- Completed or meaningful progress toward a professional designation such as ASA, ABV, CPA, or CVA, or a related credential
- Strong understanding of capital markets and core valuation methodologies including income, market, and cost approaches
- Advanced proficiency with Microsoft 365, including Excel, Word, PowerPoint, and emerging productivity tools such as Copilot
- Excellent financial modeling, technical writing, analytical, and communication skills, with the ability to communicate complex concepts clearly and confidently
- Demonstrated capability leveraging automation, data analytics, and generative AI tools to enhance quality, efficiency, and insight generation
- Ability to manage multiple priorities, meet tight deadlines, exercise professional judgment, and contribute effectively in a high-performing, team-oriented environment
- Ability to travel as needed to support client service, team collaboration, and practice development priorities
Desired Qualifications
- Well-rounded experience performing valuations for financial reporting, tax reporting, transaction advisory, and audit support purposes, including well-rounded experience with business combinations, impairment analyses, stock-based compensation, portfolio valuations, and complex investment positions
- Experience overseeing multiple business valuation and audit support engagements simultaneously, including coordinating workstreams, reviewing analyses, and managing engagement economics
- Advanced degree in business, finance, accounting, economics, a related field, or an advanced valuation finance credential
- Proven ability to supervise, coach, and develop staff while fostering a collaborative, inclusive, and high-accountability team culture
- Demonstrated ability to work directly with client management, lead thoughtful information-gathering discussions, analyze financial and operational data, identify key value drivers, and develop supportable conclusions
- Desire to contribute to intellectual capital, process innovation, recruiting, training, and other practice-building initiatives
- Ability to cultivate and maintain positive, productive, and professional relationships with colleagues, clients, referral sources, and other key stakeholders
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