Full-Time

Valuations Complex Securities Senior Manager

Confirmed live in the last 24 hours

Armanino

Armanino

1,001-5,000 employees

Consulting
Financial Services
Healthcare

Senior, Expert

Austin, TX, USA + 4 more

More locations: Dallas, TX, USA | Philadelphia, PA, USA | Chicago, IL, USA | St. Louis, MO, USA

Hybrid position requiring in-office presence.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Python
R
Requirements
  • Bachelor’s degree, preferably in business, accounting, finance, statistics, mathematics, engineering, or equivalent work experience
  • Minimum of 8 years of valuation experience within a business valuation firm or valuation practice of an accounting or consulting firm
  • Minimum of 3 years of experience in supervising the work of others
  • Prior experience dealing with and interacting with external reviews (auditors, IRS, etc.)
  • Proficiency in Crystal Ball, R, or Python
  • Prior experience effectively resolving external review issues (auditors, IRS, etc.)
  • Strong client communication skills
  • Good report writing skills, financial modeling skills, the ability to work well in a team environment
  • Ability to develop external relationships (networking, referral sources, etc.) and the desire and ability to bring new clients into the business
  • Strong client management, consulting, communication, and leadership skills managing expectations and delivering high quality solutions on-time within scope and budget
  • Detail oriented, flexible, and responsive
Responsibilities
  • Manage, review, and deliver complex security valuation component of business valuation projects for 409A, financial reporting (ASC 805), audit review support (SAS 73), and management planning purposes
  • Manage, mentor, and develop a team of analysts to support the Armanino complex security practice
  • Review, and from time to time, populate and run financial models, including PWERM, Bi-nominal lattice, Monte Carlo simulation, and Black Scholes models
  • Independently review and assess derivative, option, warrant, and other agreements as provided by clients to determine how best to value each complex security ensuring every factor from the agreement is taken into consideration
  • Manage multiple projects at one time ensuring all projects are completed on budget and on time.
  • Regularly attend scoping calls and proficiently scope new projects by providing realistic and achievable budget estimates for various projects
  • Network internally and externally to grow the business
  • Have ownership of, and manage, key initiatives and metrics

Company Stage

N/A

Total Funding

N/A

Headquarters

San Ramon, California

Founded

1969

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Armanino's Fund Administration Services align with growing demand for outsourced back-office functions.
  • Audit Ally addresses the rising need for automated compliance solutions in the market.
  • Armanino's diverse partner class supports industry trends towards gender diversity in leadership.

What critics are saying

  • Competition from larger tech firms may challenge Armanino's AI and automation services.
  • Rapid technological changes could lead to integration inefficiencies for Armanino.
  • International expansion exposes Armanino to geopolitical risks and regulatory challenges.

What makes Armanino unique

  • Armanino's AI tools for family offices enhance operational efficiency and scalability.
  • Audit Ally automates SOC 2 examinations, reducing reliance on third-party applications.
  • Armanino's global talent strategy includes strategic hiring in India for expanded service delivery.

Help us improve and share your feedback! Did you find this helpful?