Director - Portfolio Valuation

This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you ! We are looking for a Director - Portfolio Valuation to join our Advisory Department in our NYC, Miami Metro, or Philadelphia Arch office. You will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. We are currently recruiting a Director of Portfolio Valuations with significant experience in executing and providing valuations of private debt and equity investments. The Director will be largely accountable for the oversight of valuation analysis, working closely with our professional team of managers and analysts to design, execute and present appropriate valuation models and conclusions. The role will require close collaboration with the team to provide a range of valuation advisory services to our clients, including underlying portfolio company debt and equity valuations, purchase price allocations, stock option and other complex securities valuations. NOTE: This is a hybrid position. Responsibilities: Oversee the design of valuation models including discounted cash flow, market multiple analysis, market transactions modeling and option pricing and other complex securities analysis. Direct the valuation analysis on a wide range of illiquid investments and assets that encompass a range of industries and geographies. Participate in and supervise client interviews to collect information and data relevant to the valuation. Lead the presentation and reporting of analyses and conclusions, including written reports, to clients. Manage client relationships across a variety of portfolio valuation clients. This includes continuously looking to enhance relationships and identifying cross-selling opportunities across Citrin Cooperman. Maintain technical proficiency in the field of valuation and the alternative investments industry. Champion the valuation practice's team goals and strategy with professionalism and integrity. Qualifications: Bachelor's or Master's degree in Finance, Accounting or Economics or MBA CFA and/or ASA Minimum 8 years of designing, editing and reviewing valuation models and other financial models including: Discounted Cash Flows, comparable public company analysis, market transaction analysis, complex securities and option pricing models, and other intangible asset models. Demonstrated analytical, logic, reasoning and problem-solving skills. Strong verbal communication and persuasive writing skills. Knowledge of appropriate software including MS Excel, Word and PowerPoint Experience working with diverse teams. What we offer: Competitive Base Salary and annual performance-based bonuses Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives Employer contribution to Life Insurance, and 401(k) plan Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!) Customized learning and development opportunities and continuing professional education both in-house and virtually Hybrid, flex, and remote work opportunities available Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution Modern, high-tech work environment in the world-renowned Rockefeller Center About Citrin Cooperman Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: CC Disclaimer: "Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them. For positions in New York City, the salary range is $150,000-- $260,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.

Created: 2024-11-05