Business Valuation Supervisor
Rea, Cleveland, OH, United States
Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees' well‑being and professional development. With over 400 professionals and locations throughout Ohio and Florida, our firm has a culture that respects a work‑life balance for our team. We also provide competitive compensation and a robust benefits plan.
The
Business Valuation Supervisor
oversees the execution of in-depth financial and valuation analyses employing various methodologies to provide accurate assessments. This role will dive into complex financial models, collaborate with clients to uncover their unique value drivers, and offer expert insights that shape their strategic decisions.
Responsibilities
Execute in-depth financial and valuation analyses using various methodologies
Develop complex financial models to support valuation assessments
Apply diverse valuation techniques such as capitalization of earnings, public company analysis, and discounted cash flow analysis
Utilize a comprehensive toolkit of valuation methodologies to ensure accurate and well‑rounded assessments
Gain a deep understanding of client businesses through effective communication and management interviews
Collaborate with clients to identify key value drivers and strategic considerations
Provide expert‑level insights and recommendations based on valuation outcomes
Produce and prepare comprehensive valuation reports detailing analysis, assumptions, and conclusions, presenting findings and insights to clients in a clear and concise manner
Work collaboratively with team members on various engagements
Provide leadership and guidance, and mentorship to junior analysts and interns, and leverage and supervisory experience
Ability to perform Quality of Earnings engagements and provide related transaction advisory services
Share industry best practices and keep the team informed about emerging trends in business valuation
Utilize strong networking skills to cultivate and maintain relationships with clients, resulting in successful engagement acquisition and closure
Conduct site‑visits and assist junior team members with completing ride‑alongs
Requirements
Bachelor's degree in Finance or Accounting, Masters preferred
Minimum of 5–10 years of relevant experience in business valuation
Industry specific certifications (CFA, ABV, ASA, or CVA)
In-depth knowledge of financial analysis principles
Proficiency in various business valuation methodologies and techniques
Advanced skills in developing and interpreting complex financial modelsKnowledge of relevant regulations and standard governing business valuations
Strong written and verbal communication skills, with the ability to convey complex financial concepts in a clear and understandable manner
Capacity to think strategically and contribute to clients' long‑term planning
Ability to conduct high‑level management interviews, extracting pertinent information to enhance valuation processes
Advanced modeling skills using tools like Excel to support valuation assessments
Supervisory skills to guide a team effectively
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k with 3% contribution)
Life Insurance (Basic, Voluntary & AD&D)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
'Work From Anywhere' Option
Wellness Resources
Four (4) weeks PTO
Twelve (12) paid holidays, of which three (3) are floating holidays
Rea does not accept unsolicited resumes from individual recruiters or third‑party recruiting agencies without pre‑approval from Rea's Talent team. Pre‑approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.
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The
Business Valuation Supervisor
oversees the execution of in-depth financial and valuation analyses employing various methodologies to provide accurate assessments. This role will dive into complex financial models, collaborate with clients to uncover their unique value drivers, and offer expert insights that shape their strategic decisions.
Responsibilities
Execute in-depth financial and valuation analyses using various methodologies
Develop complex financial models to support valuation assessments
Apply diverse valuation techniques such as capitalization of earnings, public company analysis, and discounted cash flow analysis
Utilize a comprehensive toolkit of valuation methodologies to ensure accurate and well‑rounded assessments
Gain a deep understanding of client businesses through effective communication and management interviews
Collaborate with clients to identify key value drivers and strategic considerations
Provide expert‑level insights and recommendations based on valuation outcomes
Produce and prepare comprehensive valuation reports detailing analysis, assumptions, and conclusions, presenting findings and insights to clients in a clear and concise manner
Work collaboratively with team members on various engagements
Provide leadership and guidance, and mentorship to junior analysts and interns, and leverage and supervisory experience
Ability to perform Quality of Earnings engagements and provide related transaction advisory services
Share industry best practices and keep the team informed about emerging trends in business valuation
Utilize strong networking skills to cultivate and maintain relationships with clients, resulting in successful engagement acquisition and closure
Conduct site‑visits and assist junior team members with completing ride‑alongs
Requirements
Bachelor's degree in Finance or Accounting, Masters preferred
Minimum of 5–10 years of relevant experience in business valuation
Industry specific certifications (CFA, ABV, ASA, or CVA)
In-depth knowledge of financial analysis principles
Proficiency in various business valuation methodologies and techniques
Advanced skills in developing and interpreting complex financial modelsKnowledge of relevant regulations and standard governing business valuations
Strong written and verbal communication skills, with the ability to convey complex financial concepts in a clear and understandable manner
Capacity to think strategically and contribute to clients' long‑term planning
Ability to conduct high‑level management interviews, extracting pertinent information to enhance valuation processes
Advanced modeling skills using tools like Excel to support valuation assessments
Supervisory skills to guide a team effectively
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k with 3% contribution)
Life Insurance (Basic, Voluntary & AD&D)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
'Work From Anywhere' Option
Wellness Resources
Four (4) weeks PTO
Twelve (12) paid holidays, of which three (3) are floating holidays
Rea does not accept unsolicited resumes from individual recruiters or third‑party recruiting agencies without pre‑approval from Rea's Talent team. Pre‑approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.
#J-18808-Ljbffr