Business Valuation Consultant
Brown Smith Wallace is a nationally ranked top 100 full-service CPA and business advisory firm and one of the Midwest region's most prominent locally owned public accounting firms with a staff of more than 300. The firm serves its long-term base of family owned, private companies with audit, accounting and tax services as well as a wide variety of business consulting services. We serve a wide variety of industries with particular expertise in broker-dealers, captive insurance companies, construction, financial institutions, health care, insurance companies, manufacturing, not-for-profit organizations, public sector, real estate, retail and startups.
Transaction Advisory and Litigation Support ("TALS") consultants provide savvy insight into complex transactions, financial issues, and forensic accounting engagements. They assist business owners with mergers and acquisitions, provide turnaround services for troubled companies, and develop sustainable valuations that withstand scrutiny of the IRS, the Courts and potential buyers. Business Valuation Consultants also provide highly credentialed expert witness testimony and technical analysis to attorneys on complex financial issues.
- Calculate economic damages and perform financial analysis on accounting-related aspects of complex commercial matters, including, but not limited to: lost profits, business interruption claims, reasonable royalty, unjust enrichment, diminution in value, and increased costs
- Conduct and supervise forensic accounting/fraud investigation engagements
- Interact with clients and participate in business development networking to generate new business
- Assist attorney-client in discovery process
- Testify as an expert witness, in a clear and concise manner, via written report, affidavit, deposition, and/or at trial
- Manage business valuation engagements from beginning to end ensuring on time delivery within budget
- Manage transaction advisory services to assist clients with M&A activities and bankruptcy/turnaround events
- Train and develop staff, both technically and professionally
- Delegate work to staff according to their experience and capabilities
- Review staff work and provide feedback
Additional Duties (not limited to the items below):
It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with the firm's code of ethics, independence rules and quality control practices.
EDUCATION AND EXPERIENCE:
- Bachelor's Degree in Accounting, Economics or Finance; Master's Degree a plus.
- Currently hold at least two of the following professional credentials: CPA, CFA, ABV, CVA, CFE, ASA, CFF
- Minimum of 5 years of recent valuation and/or litigation support experience, or other relevant transaction advisory experience
- Excellent written and oral communication skills to distill complex information in a clear and concise manner
- Familiarity with intermediate-level accounting issues (reporting systems, managerial accounting, tax returns) , economics, finance, and statistics
- Proficient in Microsoft Excel with strong financial modeling abilities
- Critical and logical thinking abilities
- Creative problem-solving skills
- A self-starter
- Ability to explain complex financial information to non-financial users
- Ability to work with changing client-imposed deadlines
- Ability to work on multiple engagements concurrently
- Excellent client relationships and interpersonal skills
- Proficiency in US GAAP and GAAS
- Strong leadership abilities
While performing the duties of this job, the employee must regularly sit, talk, listen, and respond. The employee frequently is required to walk and use fingers, tools, and/or various controls. The employee must occasionally stand and reach with arms and hands. Specific vision abilities required by this job include close vision and depth perception. Occasionally, the employee will lift up to 25 pounds or more, such as, to lift files, papers and equipment.
The above physical demands are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties.
The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. The noise level in the work environment is usually quiet with frequent interruptions. The employee continuously interacts with staff and/or clients. Travel may be necessary to various client or business sites for delivery of work product. Overtime is required throughout the year; with the expectation of 2400 hours each calendar year (consisting of both billable and non-billable time). Heavy overtime work is required during periods throughout the year and may be in excess of 55 hours per week. Additional policies may be put into effect during busy season, i.e., no vacation or non-emergency-related personal time away from the office. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties.
The information contained in job description is for compliance with the Americans with Disabilities Act (ADA) and is not an exhaustive list of the duties performed for this position. Additional duties are performed by the individuals currently holding this position and additional duties may be assigned.
Brown Smith Wallace is proud to be an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation or any other characteristic protected by the law. Brown Smith Wallace is committed to providing a workplace free of any discrimination or harassment.
Meet Some of Brown Smith Wallace's Employees
Chad runs audit engagements from start to finish, working with many different clients in multiple industries to provide excellent service customized to each customer's needs.
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