Vice President/Director, Valuation

Willamette Management Associates (A Citizens Company) is seeking talented candidates interested in a growth opportunity as a business valuation Vice President/Director. 

We seek an experienced Vice President/Director with an interest in the disciplines of business valuation (including closely held company valuation, illiquid stock and bond valuation, and intangible asset and intellectual property valuation). Analytics also include economic damages, related forensic analysis, tangible and intangible property appraisal, and intercompany transfer pricing analysis. 

The role will be based in our Chicago office.

Primary responsibilities include

• Work with senior analysts, prepare and review quantitative valuation and other analytics
• Prepare written expert reports, deliver oral presentations, and develop new client engagements. 
• Perform financial advisory services primarily for transaction, taxation, and litigation purposes.
• Work to cultivate client relationships to develop, maintain and generate revenue.
• Demonstrate thought leadership through professional publication and professional organization activities. 
• Act as primary contact with major corporate and institutional clients 

Qualifications

• 5 -10+ years of experience in preparing business valuation and expert witness reports
• 5+ years of experience managing engagement workflow, directing staff and interacting with clients.
• Demonstrated thought leadership and experience in accounting and management due diligence
• Demonstrated ability to work collectively within teams
• Strong analytical and problem-solving skills
• Strong oral and written communication skills
• One or more of the following credentials: certified public accountant (CPA), accredited in business valuation (ABV), chartered financial analyst (CFA) designation, certified business appraiser (CBA), certified valuation analyst (CVA), or accredited senior appraiser (ASA)

Education, Certifications and/or Other Professional Credentials 

• Bachelor’s Degree in finance, accounting, or economics is required
• Master’s degree or MBA preferred

Hours & Work Schedule 

• Hours per Week: 40 
• Work Schedule: Monday to Friday 

Pay Transparency: 

The salary range for this position is $125,000 - $200,000  per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.