BDO USA, LLP
Director, Complex Securities Valuation
BDO USA, LLP, Cherry Hill, NJ
Job Description
Job Summary:
The Director, Valuation & Capital Markets Analytics - Complex Financial Instruments is responsible for leading, executing, and the delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation through project completion. This role is actively engaged in the management of valuation assignments and managing staff in the development of such assignments. In addition, this role will be charged with assisting with business development activities and appraisal reviews.
Job Duties:
Supervisory Responsibilities:
Qualifications, Knowledge, Skills, and Abilities:
Education:
Experience:
License/Certifications:
Software:
Other Knowledge, Skills, & Abilities:
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: $210,000 - $250,000
Colorado Range: $210,000 - $250,000
NYC/Long Island/Westchester Range: $210,000 - $250,000
Washington Range: $210,000 - $250,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!
Job Summary:
The Director, Valuation & Capital Markets Analytics - Complex Financial Instruments is responsible for leading, executing, and the delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation through project completion. This role is actively engaged in the management of valuation assignments and managing staff in the development of such assignments. In addition, this role will be charged with assisting with business development activities and appraisal reviews.
Job Duties:
- Executes office business development plan in conjunction with the Valuation team
- Builds relationships with key executives and stakeholders in support of the growth of the office business lines and industries
- Leads and manages the valuation services related to a variety of complex financial instruments for financial reporting, tax, strategic planning, and other business purposes
- Oversees client engagement from beginning to end, including but not limited to project set up and other administrative items, management of team members, communications, and presentations with the client
- Critically reviews model functionality, evaluates, and documents the methodology employed, assumptions used, and conclusions reached
- Ensures quality controls and risk management procedures are adhered to in association with all client communication and work products
- Participates in internal and external client meetings
- Other duties as required
Supervisory Responsibilities:
- Supervises the day-to-day workload of VCMA Staff on assigned engagements and reviews work product
- Ensures VCMA Staff are trained on all relevant valuation databases and models.
- Evaluates the performance of VCMA Staff and assists in the development of goals and objectives to enhance professional development
- Delivers periodic performance feedback and completes performance evaluations for VCMA Staff
- Acts as Career Advisor to VCMA Staff, as appropriate
Qualifications, Knowledge, Skills, and Abilities:
Education:
- Bachelor's degree, required; focus in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, Economics, preferred
- Master's in Financial Engineering, Mathematics, Statistics, preferred
Experience:
- Experience with valuation of complex financial instruments (complex securities) or derivatives, required
- Experience in financial reporting valuation and appraisal review, required
- Eight (8) or more years of experience within an accounting firms, independent advisory firm, bank, or other financial services firm, preferred
- Experience in business valuation and intangible assets, preferred
- Experience with earnouts, convertible debt, warrants, Total Shareholder Return (TSR) and Employee Stock Option (ESO) grants, private company equity securities, hybrid instruments, or structured products, preferred
License/Certifications:
- CFA, FRM, QRM, 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
- Prior experience with Macro/VBA, R, Python, Intex, Moody's Analytics, and other industry software, preferred
Other Knowledge, Skills, & Abilities:
- Superior verbal and written communication skills
- Superior analytical and research skills
- Solid organizational skills, especially the ability to meet project deadlines with a focus on details
- Ability to successfully multi-task while working independently or within a group environment
- Ability to work in a deadline-driven environment and handle multiple projects simultaneously
- Ability to effectively manage a team of valuation professionals and delegate 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: $210,000 - $250,000
Colorado Range: $210,000 - $250,000
NYC/Long Island/Westchester Range: $210,000 - $250,000
Washington Range: $210,000 - $250,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
- Welcoming diverse perspectives and understanding the experience of our professionals and clients
- Empowering team members to explore their full potential
- Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
- Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!