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Type of Role: Investments

Experience Level: Managing Director/CIO

Location: Boca Raton, Florida

Salary: $250K - $300K

BDO delivers assurance, tax, digital technology solutions and financial advisory services to clients throughout the country and around the globe. We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs. We currently serve more than 400 publicly traded domestic and international clients. More details below.

Job Summary:

The Valuation & Capital Markets Analytics Managing Director 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 Managing Director is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments. In addition, the Valuation & Capital Markets Analytics Managing Director will be charged with assisting with business development activities and appraisal reviews.

Job Duties:

  • Executes office business development plan in conjunction with the Valuation leader
  • Builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries
  • Understands how to work with Alliance Firms and coordinates with international firms as appropriate on opportunities as they arise
  • Contributes business development thought leadership, tools and resources to the broader national platform
  • Ensures Client Project Delivery including but not limited to:
    • Performing of related company, industry and economic research
    • Analysis of client financial statements
    • Construction of financial models
    • Assessment of operational profitability and financial conditions
    • Development and review of cash flow forecasts
    • Performing of benchmark analysis
    • Documentation and maintenance of all appropriate aspects of work product
    • Composition of narrative reports in support of valuation analyses
    • Preparation of necessary exhibits and memos in illustration of complex issues
    • Ensuring of quality controls are adherence in association with all work products
    • Participation in internal and external client meetings
  • Other duties as required

Supervisory Responsibilities:

  • Supervises the day-to-day workload of Valuation and Business Analytics (VBA) Staff on assigned engagements and reviews work product
  • Ensures VBA Staff are trained on all relevant valuation databases and models.
  • Evaluates the performance of VBA Staff and assists in the development of goals and objectives to enhance professional development
  • Delivers periodic performance feedback and completes performance evaluations for VBA Staff
  • Acts as Career Advisor to VBA Staff, as appropriate

Qualifications, Knowledge, Skills and Abilities:

Education:

  • Bachelor’s degree in Accounting, Finance, or Economics, required
  • Master’s in Business Administration, preferred

Experience:

  • Ten (10) plus years of Complex Financial Instruments business valuation experience at one of the Big 4 accounting firms or a national role at a small to mid-size firm, required
  • Significant experience in business valuation and Complex Financial Instruments, required
  • Prior experience in financial reporting valuation and appraisal review, required

License/Certifications:

  • CPA, CFA (Chartered Financial Analyst), CAA (Chartered Asset Allocator), AM, ASA or other valuation industry credentials, preferred

Software:

  • Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word, required
  • Prior experience with Capital IQ and Bloomberg, preferred

Other Knowledge, Skills & Abilities:

  • Superior verbal and written communication skills
  • Superior analytical and research skills
  • Solid organizational skills especially ability to meet project deadlines with a focus on details
  • Ability to successfully multi-task while working independently or within a group environment
  • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
  • Capable of effective managing a team of valuation professionals and delegating work assignments as needed
  • Capacity 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 personnel
  • Executive presence and ability to act as primary contact on assigned engagements
  • Ability to successfully interact with professionals at all levels
  • Ability for intermittent travel within the US and internationally required

Individual 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.

California Range:  $250,000 – $300,000
Colorado Range:  $250,000 – $300,000
New York City/ Valhalla Range:  $250,000 – $300,000
Washington Range:  $250,000 – $300,000

ABOUT US

BDO delivers assurance, tax, digital technology solutions and financial advisory services to clients throughout the country and around the globe. We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs. We currently serve more than 400 publicly traded domestic and international clients.

  • Unparalleled partner-involvement
  • Deep industry knowledge and participation
  • Geographic coverage across the U.S.
  • Cohesive global network
  • Focused capabilities across disciplines
BDO brings world-class resources and exceptional service to each and every one of our clients. BDO USA is a member of BDO International, the world’s fifth largest accounting network.
BDO offers a competitive Total Rewards package that encompass so much more than – “traditional benefits”. Our wide range of rewards and our employees’ ability to customize rewards to their individual needs are two of the reasons why BDO has been honored with so many workplace awards, including 100 Best Companies for Working Parents, Working Mother 100 Best Companies, Top Entry Level Employer, 2022 National Best & Brightest Companies to Work For and more.
Some examples of our Total Rewards offerings include:
  • Competitive pay and eligibility for an annual performance bonus.
  • A 401k plan plus an employer match
  • Comprehensive, medical, dental, vision, FSA, and prescription insurance from day one
  • Competitive Paid Time Off with daily accrual from day one of employment, plus paid holidays
  • Paid Parental Leave
  • Adoption Assistance
  • Firm paid life insurance
  • Wellness programs
  • Additional offerings include BDO Flex, Group Legal insurance, Pet insurance and Long-Term Care Insurance
Above offerings may be subject to eligibility requirements.