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Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

We are looking for a Director – Portfolio Valuation to join our Advisory Department in our NYC, Miami Metro, or Philadelphia Arch office. You will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. 

We are currently recruiting a Director of Portfolio Valuations with significant experience in executing and providing valuations of private debt and equity investments. The Director will be largely accountable for the oversight of valuation analysis, working closely with our professional team of managers and analysts to design, execute and present appropriate valuation models and conclusions. 

The role will require close collaboration with the team to provide a range of valuation advisory services to our clients, including underlying portfolio company debt and equity valuations, purchase price allocations, stock option and other complex securities valuations.

NOTE: This is a hybrid position.

Responsibilities:

  • Oversee the design of valuation models including discounted cash flow, market multiple analysis, market transactions modeling and option pricing and other complex securities analysis.
  • Direct the valuation analysis on a wide range of illiquid investments and assets that encompass a range of industries and geographies.
  • Participate in and supervise client interviews to collect information and data relevant to the valuation.
  • Lead the presentation and reporting of analyses and conclusions, including written reports, to clients.
  • Manage client relationships across a variety of portfolio valuation clients. This includes continuously looking to enhance relationships and identifying cross-selling opportunities across Citrin Cooperman. 
  • Maintain technical proficiency in the field of valuation and the alternative investments industry. 
  • Champion the valuation practice’s team goals and strategy with professionalism and integrity.

Qualifications: 

  • Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
  • CFA and/or ASA 
  • Minimum 8 years of designing, editing and reviewing valuation models and other financial models including: Discounted Cash Flows, comparable public company analysis, market transaction analysis, complex securities and option pricing models, and other intangible asset models.
  • Demonstrated analytical, logic, reasoning and problem-solving skills.
  • Strong verbal communication and persuasive writing skills.
  • Knowledge of appropriate software including MS Excel, Word and PowerPoint
  • Experience working with diverse teams.

What we offer:

  • Competitive Base Salary and annual performance-based bonuses
  • Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
  • Employer contribution to Life Insurance, and 401(k) plan
  • Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)
  • Customized learning and development opportunities and continuing professional education both in-house and virtually
  • Hybrid, flex, and remote work opportunities available
  • Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
  • Modern, high-tech work environment [in the world-renowned Rockefeller Center] 

About Citrin Cooperman

Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 1,500 employees across the U.S. 

This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations. 

For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.

For positions in New York City, the salary range is $150,000-- $260,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.

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Confirmed 5 hours ago. Posted 30+ days ago.

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