Serve as a recognized resource person for all complex issues related to their field of expertise.
Oversee complex or large-scale assignments in accordance with budgets and deadlines.
Supervise the quality of reports and other deliverables and ensure that Firm's quality standards are applied.
Advise clients on complex valuation issues.
Demonstrate the ability to integrate various types of expertise to meet client needs.
Manage the preparation and delivery of proposals, in conjunction with inputs from other service lines where required
Accompany the Director/ Partner in the presentation of reports and conclusions to clients.
Manage conflicting situations and address risk management issues.
Apply administrative standards in compliance with current policies and procedures.
Manage the billing and collection process.
Be thoroughly familiar with the Firms service offering.
Be able to execute all aspects of the engagement and work directly with the Director/ Partner.
Supervise and coordinate a team as needed, if required by the circumstances.
Maintain sustained, stable and long-lasting relationships with clients and act as a business partner.
Seek out new business opportunities and represent Firm's services in various forums.
Develop business development strategies and a specific action plan to meet personal and sector business development objectives.
Be a thought leader in the area of valuations
Ensure client satisfaction with respect to the engagement.
Undergraduate diploma in Accounting or Finance;
More than eight years of relevant experience;
CBV, ASA, or an equivalent valuations designation;
Considered an asset: Graduate diploma (MBA or MSc finance) or any other professional designation (CPA, CA, CFA, etc.);
The often urgent nature of the assignments and need to provide prompt client service requires that the candidate must be available to work longer hours, as needed;
Excellent English language communication skills, including :
Solid management skills;
Solid business development skills;
Strong organizational and prioritization abilities