Vice President/Director, Valuation jobs in United States
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Citizens · 12 hours ago

Vice President/Director, Valuation

Citizens is seeking an experienced Vice President/Director for business valuation at Willamette Management Associates. The role involves preparing and reviewing quantitative valuations, cultivating client relationships, and demonstrating thought leadership in the field of business valuation and financial advisory services.

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H1B Sponsor Likelynote

Responsibilities

Work with senior analysts, prepare and review quantitative valuation and other analytics
Prepare written expert reports, deliver oral presentations, and develop new client engagements
Perform financial advisory services primarily for transaction, taxation, and litigation purposes
Work to cultivate client relationships to develop, maintain and generate revenue
Demonstrate thought leadership through professional publication and professional organization activities
Act as primary contact with major corporate and institutional clients

Qualification

Business valuationExpert witness reportsFinancial advisory servicesCertified Public Accountant (CPA)Chartered Financial Analyst (CFA)Accredited in Business Valuation (ABV)Analytical skillsCommunication skillsTeam collaboration

Required

5 -10+ years of experience in preparing business valuation and expert witness reports
5+ years of experience managing engagement workflow, directing staff and interacting with clients
Demonstrated thought leadership and experience in accounting and management due diligence
Demonstrated ability to work collectively within teams
Strong analytical and problem-solving skills
Strong oral and written communication skills
One or more of the following credentials: certified public accountant (CPA), accredited in business valuation (ABV), chartered financial analyst (CFA) designation, certified business appraiser (CBA), certified valuation analyst (CVA), or accredited senior appraiser (ASA)
Bachelor's Degree in finance, accounting, or economics is required

Preferred

Master's degree or MBA preferred

Benefits

Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

H1B Sponsorship

Citizens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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Company data provided by crunchbase