Job Description

Job Description

Job Description

Who We Are
Our Purpose: We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community.
Our Vision: We are committed to utilizing our position as the preeminent independent accounting and professional services firm in Central Virginia to make a positive difference for our clients and our community.
Our Mission: We will use our expertise and entrepreneurial spirit to:

• Nurture future leaders through a supportive, challenging, and enjoyable work environment
• Provide the highest quality professional services to our clients 
• Utilize our outstanding team and maximize their effectiveness by promoting a healthy balance between work and daily life
• Work with clients and team members to accomplish their desired results

Responsibilities

• Manage multiple business valuation engagements simultaneously from planning through final report delivery.
• Coordinate engagement timelines, staffing, and deliverables to ensure projects are completed efficiently and accurately.
• Serve as a primary point of contact for clients throughout valuation engagements.
• Lead and review business valuation engagements for purposes including transaction advisory, succession planning, shareholder matters, litigation support, and tax planning.
• Develop and review financial models using accepted valuation methodologies and analyze financial, operational, and market data.
• Evaluate company performance, industry trends, risk factors, and key value drivers to support valuation conclusions.
• Prepare and review valuation reports and supporting documentation.
• Present valuation findings and explain complex financial concepts in a clear and practical manner.
• Collaborate with attorneys, financial advisors, and internal professionals to support client objectives.
• Supervise, mentor, and develop junior valuation team members.
• Review staff work for accuracy, quality, and adherence to professional standards.
• Assist with training, process improvements, and the continued growth of the valuation practice.
• Support business development initiatives through networking, proposal participation, and relationship building.
• Identify opportunities to expand advisory services and strengthen client relationships.
  
  
  

What we’re looking for

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 5+ years of experience in business valuation, transaction advisory, corporate finance, public accounting, or a related field.
• Strong financial analysis, valuation modeling, research, and problem-solving skills.
• Excellent written and verbal communication abilities with strong attention to detail.
• Ability to manage multiple engagements and deadlines effectively.
• Professional valuation credential (ASA, ABV, CVA, CFA) or progress toward certification preferred.
• Experience leading engagements and supervising staff preferred.
• A client-focused professional with strong business acumen and sound judgment.
• A collaborative leader who enjoys mentoring and developing others.
• Strong analytical and strategic thinking skills combined with intellectual curiosity.
• Confidence working directly with business owners, attorneys, financial advisors, and other professional service providers.
• Commitment to delivering high-quality work and exceptional client service.

The perks!

• Career growth opportunities
• Annual salary range: $80k - $95k (based on experience)
• Paid holidays and paid time off
• Full benefits including:
  • 401k and profit-sharing plan
  • Medical
  • Dental 
  • Vision
  • HSA
  • FSA
  • Life Insurance

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