Rea

Accounting and business advisory services

Business Valuation Manager

Financial & Transaction AdvisoryConfirmed live in the last 24 hours

Full-timeCleveland, OH, USA

About the Job

Requirements

A bachelor's degree with an emphasis in Accounting, Finance, or Economics is required.
Seven to ten years of relevant experience is required.
One of the following valuation credentials is required: Accredited in Business Valuation, Accredited Senior Appraiser, Chartered Financial Analyst, or Certified Valuation Analyst.
Demonstrated ability to network, market, develop leads, and generate revenue.
Experience with and understanding of valuation theory and principles.
Understanding of economic damage theories and performing and reviewing financial analyses.
Ability to analyze agreements, contracts, and legal documents.
Familiarity with legal concepts and procedures.
Ability to review and prepare reports of findings, present conclusions, and testify as needed.
Strong analytical and research skills, including researching market data, industry dynamics, and financial and economic data.
Ability to work in a deadline-driven environment.
Organizational skills and ability to focus on multiple projects and meet various deadlines.
Ability to travel 10–15%.

Responsibilities

Perform related company, industry, and economic research.
Analyze client financial statements.
Construct financial models.
Assess operational profitability and financial conditions.
Develop and review cash flow forecasts.
Perform benchmark analysis.
Document and maintain all appropriate aspects of the work product.
Compose narrative reports in support of valuation analyses.
Prepare exhibits and memos to illustrate complex issues.
Ensure quality controls are adhered to in association with all work products.
Participate in internal and external client meetings.
Assist and provide guidance to peers and staff members in developing project plans and timelines for deliverables.
Supervise the day-to-day workload of Senior Associates and Associates on assigned engagements and review their work product.
Ensure associates are trained, evaluate their performance, and support their career development.
Lead, execute, and deliver valuation engagements, participating in all project aspects from initial proposal preparation through project completion.
Manage business valuation assignments and manage staff in developing those assignments.

Desired Qualifications

Experience in litigation support.

Business Valuation Manager

Rea · Cleveland, United States (Hybrid) · Full-time · Posted 2024-12-13

Workplace: hybrid

Department: Business Valuation and Transaction Advisory Services

Description

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting.  We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

We are looking for a highly motivated Business Valuation Manager who is a strong communicator that will work, and travel to meet the needs of our client base in Cleveland, Ohio. Our Business Valuation Services team helps our clients find the value of their business and strategically plan for the future through a variety of valuation & transaction advisory services.

The Business Valuation Manager is responsible for leading, executing, and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation, through project completion. In this role, the Manager is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments.

Responsibilities

Performs related company, industry, and economic research
Analyzes client financial statements
Constructs financial models
Assesses operational profitability and financial conditions
Develops and reviews cash flow forecasts
Performs benchmark analysis
Documents and maintains all appropriate aspects of the work product
Composes narrative reports in support of valuation analyses
Prepares necessary exhibits and memos in illustration of complex issues
Ensures quality controls are adhered in association with all work products
Participates in internal and external client meetings
Assists and provides guidance to peers and staff members in the development of project plans and timelines for deliverables
Supervises the day-to-day workload of Senior Associates/Associates on assigned engagements and reviews work product. Responsible for ensuring associates are trained, evaluate performance and career development.
Other duties as required

Requirements

Bachelors Degree, with an emphasis in Accounting, Finance or Economics
7-10 years of relevant experience is required
One of the following credentials in valuation: ABV, ASA, CFA, CVA
Demonstrated ability to network, market, develop leads and generate revenues
Experience with and understanding of valuation theory and principals
Experience in litigation support preferred:
Understanding of economic damage theories and performing and reviewing financial analyses
Ability to analyze agreements, contracts and legal documents
Familiarity with legal concepts and procedures
Ability to review and prepare reports of findings, present conclusions and testify as needed
Strong and effective verbal and written communication skills
Strong analytical and research skills including – research market data, including industry dynamics and financial and economic data
Proven ability to work in deadline driven environment
Solid organizational skills with the ability to focus on multiple projects and meet various deadlines
Travel requirements: 10-15%

Benefits

Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.

Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k with 3% contribution)
Life Insurance (Basic, Voluntary & AD&D)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
'Work From Anywhere' Option
Wellness Resources
Four (4) weeks PTO
Twelve (12) paid holidays, of which three (3) are floating holidays

Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

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About the Company

Rea

Accounting and business advisory services

Rea & Associates is an Ohio-based firm that provides accounting, tax, audit, and business consulting services to individuals and organizations. Its service works by pairing a team of CPAs and business consultants who analyze financial data and apply industry-specific guidance across 16 Ohio offices. Differentiators include a values-based, common-sense approach, long-standing client relationships, and specialized industry groups in manufacturing, oil & gas, not-for-profit, construction, real estate, government, and medical sectors. The goal is to help clients achieve personal and business financial success through clear, relevant advice and high-quality, attentive service.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: New Philadelphia, OH
Founded: 1938

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