Job Description

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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, 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 associates and senior associates, communications, and presentations with the client
• Values structured products such as collateralized debt obligations including building cash flow waterfalls and experience with the use of industry data bases
• 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 Valuation and Business Analytics (VBA) Staff on assigned engagements and reviews work product
• Ensures VBA Staff are trained on all relevant valuation databases and models.
• Evaluates the performance of VBA Staff and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback and completes performance evaluations for VBA Staff
• Acts as Career Advisor to VBA Staff, as appropriate

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor\'s degree, required; focus in Accounting, Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, or Economics, preferred
• Master\'s in Business Administration (MBA), 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

License/Certifications:

• CPA, CFA, AM, 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 Intex, Moody\'s Analytics, Crystal Ball, R, Python, and other industry software, preferred

Language:

• N/A

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: $175,000 - $250,000
Colorado Range: $175,000 - $250,000
New York City/ Valhalla Range: $175,000 - $250,000
Washington Range: $175,000 - $250,000

About Us:

BDO delivers assurance, tax, digital technology solutions and financial advisory services to clients throughout the country and around the globe. We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients\' needs. We currently serve more than 400 publicly traded domestic and international clients.

• Unparalleled partner-involvement
• Deep industry knowledge and participation
• Geographic coverage across the U.S.
• Cohesive global network
• Focused capabilities across disciplines

BDO brings world-class resources and exceptional service to each and every one of our clients. BDO USA is a member of BDO International, the world\'s fifth largest accounting network.

BDO offers a competitive Total Rewards package that encompass so much more than - \xe2\x80\x9ctraditional benefits\xe2\x80\x9d. Our wide range of rewards and our employees\' ability to customize rewards to their individual needs are two of the reasons why BDO has been honored with so many workplace awards, including 100 Best Companies for Working Parents, Working Mother 100 Best Companies, Top Entry Level Employer, 2022 National Best & Brightest Companies to Work For and more.

Some examples of our Total Rewards offerings include:

• Competitive pay and eligibility for an annual performance bonus.
• A 401k plan plus an employer match
• Comprehensive, medical, dental, vision, FSA, and prescription insurance from day one
• Competitive Paid Time Off with daily accrual from day one of employment, plus paid holidays
• Paid Parental Leave
• Adoption Assistance
• Firm paid life insurance
• Wellness programs
• Additional offerings include BDO Flex, Group Legal insurance, Pet insurance and Long-Term Care Insurance

Above offerings may be subject to eligibility requirements.

BDO