Director, Complex Securities Valuation - BDO International
Arlington Heights, IL 60006
About the Job
Job Summary:The Director, Valuation & Capital Markets Analytics – Complex Financial Instruments is responsible for leading, executing, and the delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation through project completion
This role is actively engaged in the management of valuation assignments and managing staff in the development of such assignments
In addition, this role will be charged with assisting with business development activities and appraisal reviews.Job Duties:Executes office business development plan in conjunction with the Valuation teamBuilds relationships with key executives and stakeholders in support of the growth of the office business lines and industriesLeads and manages the valuation services related to a variety of complex financial instruments for financial reporting, tax, strategic planning, and other business purposesOversees client engagement from beginning to end, including but not limited to project set up and other administrative items, management of team members, communications, and presentations with the client Critically reviews model functionality, evaluates, and documents the methodology employed, assumptions used, and conclusions reachedEnsures quality controls and risk management procedures are adhered to in association with all client communication and work products Participates in internal and external client meetings Other duties as requiredSupervisory Responsibilities:Supervises the day-to-day workload of VCMA Staff on assigned engagements and reviews work product Ensures VCMA Staff are trained on all relevant valuation databases and models.Evaluates the performance of VCMA Staff and assists in the development of goals and objectives to enhance professional developmentDelivers periodic performance feedback and completes performance evaluations for VCMA StaffActs as Career Advisor to VCMA Staff, as appropriateQualifications, Knowledge, Skills, and Abilities:Education:Bachelor’s degree, required; focus in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, Economics, preferredMaster’s in Financial Engineering, Mathematics, Statistics, preferredExperience:Experience with valuation of complex financial instruments (complex securities) or derivatives, requiredExperience in financial reporting valuation and appraisal review, requiredEight (8) or more years of experience within an accounting firms, independent advisory firm, bank, or other financial services firm, preferredExperience in business valuation and intangible assets, preferredExperience with earnouts, convertible debt, warrants, Total Shareholder Return (TSR) and Employee Stock Option (ESO) grants, private company equity securities, hybrid instruments, or structured products, preferredLicense/Certifications:CFA, FRM, QRM, ASA or other valuation industry credentials, preferred Software:Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, requiredPrior experience with Capital IQ and Bloomberg, preferredPrior experience with Macro/VBA, R, Python, Intex, Moody’s Analytics, and other industry software, preferredOther Knowledge, Skills, & Abilities:Superior verbal and written communication skillsSuperior analytical and research skills Solid organizational skills, especially the ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentAbility to work in a deadline-driven environment and handle multiple projects simultaneously Ability to effectively manage a team of valuation professionals and delegate work assignments as neededCapacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnelExecutive presence and ability to act as primary contact on assigned engagementsAbility to successfully interact with professionals at all levelsAbility for intermittent travel within the US and internationally requiredIndividual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.National Range: $210,000 - $250,000NYC/Long Island/Westchester Range: $210,000 - $250,000Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality
We offer flexibility and opportunities for advancement
Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do
Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities
BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S
team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S
and in over 160 countries through our global organization.BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP)
A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being
The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings
The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual
With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date: 2024-06-11
This role is actively engaged in the management of valuation assignments and managing staff in the development of such assignments
In addition, this role will be charged with assisting with business development activities and appraisal reviews.Job Duties:Executes office business development plan in conjunction with the Valuation teamBuilds relationships with key executives and stakeholders in support of the growth of the office business lines and industriesLeads and manages the valuation services related to a variety of complex financial instruments for financial reporting, tax, strategic planning, and other business purposesOversees client engagement from beginning to end, including but not limited to project set up and other administrative items, management of team members, communications, and presentations with the client Critically reviews model functionality, evaluates, and documents the methodology employed, assumptions used, and conclusions reachedEnsures quality controls and risk management procedures are adhered to in association with all client communication and work products Participates in internal and external client meetings Other duties as requiredSupervisory Responsibilities:Supervises the day-to-day workload of VCMA Staff on assigned engagements and reviews work product Ensures VCMA Staff are trained on all relevant valuation databases and models.Evaluates the performance of VCMA Staff and assists in the development of goals and objectives to enhance professional developmentDelivers periodic performance feedback and completes performance evaluations for VCMA StaffActs as Career Advisor to VCMA Staff, as appropriateQualifications, Knowledge, Skills, and Abilities:Education:Bachelor’s degree, required; focus in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, Economics, preferredMaster’s in Financial Engineering, Mathematics, Statistics, preferredExperience:Experience with valuation of complex financial instruments (complex securities) or derivatives, requiredExperience in financial reporting valuation and appraisal review, requiredEight (8) or more years of experience within an accounting firms, independent advisory firm, bank, or other financial services firm, preferredExperience in business valuation and intangible assets, preferredExperience with earnouts, convertible debt, warrants, Total Shareholder Return (TSR) and Employee Stock Option (ESO) grants, private company equity securities, hybrid instruments, or structured products, preferredLicense/Certifications:CFA, FRM, QRM, ASA or other valuation industry credentials, preferred Software:Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, requiredPrior experience with Capital IQ and Bloomberg, preferredPrior experience with Macro/VBA, R, Python, Intex, Moody’s Analytics, and other industry software, preferredOther Knowledge, Skills, & Abilities:Superior verbal and written communication skillsSuperior analytical and research skills Solid organizational skills, especially the ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentAbility to work in a deadline-driven environment and handle multiple projects simultaneously Ability to effectively manage a team of valuation professionals and delegate work assignments as neededCapacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnelExecutive presence and ability to act as primary contact on assigned engagementsAbility to successfully interact with professionals at all levelsAbility for intermittent travel within the US and internationally requiredIndividual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.National Range: $210,000 - $250,000NYC/Long Island/Westchester Range: $210,000 - $250,000Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality
We offer flexibility and opportunities for advancement
Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do
Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities
BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S
team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S
and in over 160 countries through our global organization.BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP)
A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being
The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings
The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual
With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date: 2024-06-11
Source : BDO International