Business Valuation - Principal - UHY LLP

UHY’s Business Valuation Services team is growing and in the St. Louis office, we are looking for leaders that hunger for an opportunity to grow a client-focused practice. We are seeking a Principal with experience in all areas of private company valuations. 

These engagements can include:

• estate and gift tax planning,
• litigation support,
• mergers & acquisitions,
• stock based compensation,
• fair value measurement,
• intangible assets,
• financial modeling, and more. 

In addition, the chosen leader will be responsible for representing the Business Valuation Services team in front of new and existing clients as well as UHY colleagues locally and nationally. The ideal candidate will be expected to effectively communicate with clients and engagement staff and to grow into a position of obtaining new business. You will not be alone. With over twenty professionals nationally, the St. Louis leader will have access to analysts nationally as well as dedicated marketing and networking support. The ultimate goal is to stand up a local group of between three and eight people in the St. Louis valuation team over the next two years.

We work in a high-paced environment so a chosen candidate must have the ability to plan, direct and review document collections, oversee complex analysis and coordinate reporting requirements including presentation of findings in client settings. With that said, we also value balance and want your life to be enjoyable in and out of the office.

WHAT YOU WILL DO

Regular duties include (but are not limited to):

• Financial analysis of client operations for the purpose of technical valuation matters
• Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
• Handles more complex tasks and projects within discipline/ function
• Recognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problems
• Demonstrates savvy and understanding of interrelationship with other departments
• Demonstrates advanced technical knowledge effectively through written and verbal communication
• Follow regulations and professional ethics of state bodies appropriate to discipline, including AICPA
• Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software (e.g., CapitalIQ and Bloomberg)
• Ensures top quality client service and oversees client service performance of staff
• Assists management in planning and managing engagement activity and follows through to achieve results
• Recognizes needs and issues pertinent to client activity and demonstrates ownership of engagement’s day-to-day tasks and activities
• Appropriately manages risk and ensures quality control procedures are being executed
• Coordinates various phases of engagement with Management
• Builds client relationships and maintains smooth working relationship
• Responds timely and accurately to internal team and client requests
• Seeks new ideas and better ways of accomplishing job and company goals

WHAT WE ARE LOOKING FOR

 Experience

• 6 to 9 years in relevant position
• Valuation experience, including fair value, fair market value, and financial reporting
• Experience with CapitalIQ and Bloomberg Terminal a plus
• Financial modeling skills, including advanced Excel modeling

Education

• Minimum Bachelor’s degree or equivalent technology experience
• Bachelor’s in Accounting, Finance, Economics; other degrees will be considered on a candidate-by-candidate basis

License / Certification

• Relevant certification is highly preferred, including CVA, CPA with ABV, ASA (or AM), or at least Level II or above CFA

Legal / Compliance

• Must complete acknowledgement of Independence Guidelines and Ethical Standards document
• Governmental engagements require ability to obtain a security clearance from the United States government

WHO WE ARE

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE

We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

Reach out to us today to learn how we can help you.

WHAT WE OFFER

• Great Culture | Team-like culture of a small office with the benefits of a large firm
• Competitive Compensation | Based on the role, credentials, and experience
• Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO