Partner - Valuation Services
At MGO we believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries – including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special.
MGO is a top 50 CPA and advisory firm of 600+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting.
Summary:
The Valuation Partner will lead our valuation services practice, overseeing the execution and management of complex valuation projects. This role involves developing client relationships, providing strategic guidance, and ensuring high-quality deliverables while collaborating with various teams across the firm.
Core Responsibilities:
- Client Management: Build and maintain strong relationships with clients, understanding their needs and delivering tailored valuation solutions.
- Project Oversight: Lead valuation engagements, ensuring adherence to industry standards and regulatory requirements, while managing project timelines and budgets.
- Technical Expertise: Provide expert analysis on business valuations, financial instruments, and intangible assets. Stay current on market trends and valuation methodologies.
- Team Leadership: Mentor and develop junior staff, fostering a collaborative and high-performance team culture. Conduct training sessions to enhance team capabilities.
- Business Development: Identify and pursue new business opportunities, contributing to the growth of the valuation practice. Present at industry conferences and networking events to promote the firm's expertise.
- Quality Assurance: Review and approve valuation reports and deliverables, ensuring accuracy and compliance with applicable standards (e.g., IVS, FASB, IRS).
- Collaboration: Work closely with audit, tax, and consulting teams to integrate valuation insights into broader client engagements.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
- Minimum of 10 years in valuation services or related field, with a proven track record of leadership and business development in a public accounting or consulting environment.
- Relevant certifications such as ASA (Accredited Senior Appraiser), CFA (Chartered Financial Analyst), or CPA (Certified Public Accountant) preferred.
- Strong analytical and problem-solving skills, exceptional communication and presentation abilities, and proficiency in valuation software and financial modeling.
Working Conditions:
- Heavy sitting for extended periods in front of a computer
- Overnight travel may be necessary
- Minimal Hazards
Success Factors:
- Ability to perform several tasks concurrently with ease and professionalism.
- Ability to communicate clearly and concisely, verbally and in writing, in English.
- Must be able to keep client matters strictly confidential.
- Must have excellent interpersonal skills and customer service skills.
Why work for MGO:
At MGO, we understand that our team members give their very best when they feel fully seen, valued, and supported. Whether you are a seasoned professional ready for your next leadership role, or an emerging talent ready to launch the career of your dreams, we are committed to giving you the tools and guidance to thrive in your own unique way.
What's in it for you:
- Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what’s next.
- Culture rooted in human care: Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together.
- Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy, and your ideas to build a meaningful experience for yourself and our clients.
- Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance.
- Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond.
Pay Range: $250,000 - $750,000
