Manager, Valuation & Advisory

This is a fully remote position, open to applicants in New York.

📋 Description

• Integrate your expertise into our product and organization.

• Collaborate with our product and engineering teams to enhance our solutions to address the valuation, business analysis, and strategic guidance requirements of small to medium-sized business owners.

• Assist with various tasks, including valuations for multiple purposes, utilizing all three standardized approaches.

• Optimize the processes for intake, cleanup, and adjustment of raw data.

• Review, enhance, and approve valuations.

• Improve operational efficiencies, benchmarks, and personalized guidance to assist owners in reaching their objectives.

• Ensure all work adheres to compliance standards.

• Contribute your expertise to refine our expert advisory model for delivering upmarket analysis and guidance to the Fortune 5 Million.

• Participate in the review and presentation of Brillian’s valuation and optimization reports to clients.

• Present findings to business owners and financial advisors.

• Engage in special projects as they emerge and are deemed suitable.

⛳️ Requirements

• Bachelor's degree in Accounting, Finance, or a related field from an accredited institution (Master's degree or MBA is a plus).

• Active CPA license is mandatory.

• One or more of the following valuation credentials are highly preferred: CVA (Certified Valuation Analyst), ABV (Accredited in Business Valuation), ASA (Accredited Senior Appraiser), or CFA (Chartered Financial Analyst).

• 3–8 years of experience in business valuation or strategic business accounting, including leading engagements, within a public accounting firm, dedicated valuation firm, or advisory practice.

• Advanced proficiency in Microsoft Excel and Word; PowerPoint fluency is expected.

• Strong understanding of IRC sections pertinent to valuation (e.g., 59-60).

• Knowledge of USPAP standards and AICPA VS Section 100.

🏝️ Benefits

• Competitive compensation package including salary, performance bonus, and equity participation.

• Flexibility: Remote-friendly with a collaborative and connected team culture.

• Unlimited Paid Time Off (PTO).

• Medical, dental, and life insurance.