Title: Vice President of Valuations
Location: Plano, TX; Grand Rapids, MI; Cleveland, OH; Dana Point, CA
Company Summary: We are working with an industry-leading investment bank with a specialized focus in financial services and insurance, looking to add a Vice President of Valuations to their growing team. This role offers the opportunity to lead end-to-end valuation projects, drive strategic improvements, and collaborate with top professionals in a lean, agile environment.
Key Responsibilities:
- Execute business valuation projects and provide strategic oversight within the financial advisory team
- Act as a subject matter expert in valuation support for advisory team members
- Develop and maintain client relationships, ensuring exceptional client satisfaction
- Oversee active valuation projects from initiation to completion, tracking timelines and commitments
Requirements:
- Bachelor's degree in finance, accounting, or business management (Master's preferred)
- CPA, CVA/AVA, or AM&AA certifications preferred
- Ability to obtain Series 79 license
- 7+ years of experience in business valuation, M&A, TAS, IB, or financial consulting
- Proficiency in Word, Excel, and PowerPoint
Why Join?
- Compete with top players in the insurance space, with robust deal flow and a strong client base
- Opportunity to manage client relationships end-to-end and take on leadership responsibilities from day one
- Exposure to business development and growth potential within the front office
- Positive work culture with work-life balance (50-60 hours per week)
If you or someone you know is interested in this exciting opportunity please don't wait to apply. Email me over a copy of your resume and we can schedule a time to chat.
