Job Description

Description

It’s people like you that make us great!

At Yeo & Yeo, we recognize that the champions behind our success are our people. We are a people-first organization fully committed to creating a dynamic work environment that values your contributions, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options.  

Make an Impact

Yeo & Yeo is a leading Michigan-based accounting and advisory firm offering a full range of business consulting, assurance, tax, technology, and wealth management solutions. We helpour clients navigate their challenges, discover new opportunities, and achieve their business and individual goals. Seeing their success – and being a part of it—makes for a great workday.  

When it comes to delivering outstanding business solutions, only the best people make that happen. With over 200 professionals across our family of Yeo & Yeo companies, you join a diverse teamof passionate, forward-thinking people collectively working together to positively impact our clients and our communities.  

Learn more at yeoandyeo.com.

Position Summary

The Business Valuation Senior Manager is responsible for the complete preparation of comprehensive valuation reports for various companies, which involves developing financial models, analyzing, and normalizing financial statements, preparing/interpreting pro forma financial information, performing economic and industry research, analyzing market transactional data, and participating in interactive client presentations.  The position will work on a wide variety of services including business enterprise valuations, asset valuations for mergers and acquisitions, dispute resolution and financial reporting.

Key Objectives

• Apply technical knowledge and research in formulating client-related recommendations.
• Develop understanding of client businesses and develop proficient consulting skills.  Gather sufficient information to make an informed decision and make suggestions.  Apply materiality to the situation at hand.
• Maintain and update firm Quality Control procedures for business valuations.
• Review firm checklists and update as necessary.
• Stay on top of industry changes and implement our processes accordingly.
• Review and update engagement letters and firm reports for quality assurance and efficiency.
• Review, analyze and recommend outside sources used for reference and research.
• Competent report writer; develop effective reports, expressing complex ideas easily in writing in a concise and clear manner.
• Further build a depth of knowledge and understanding of applicable firm technology, tools, and processes.  Demonstrate proficient use of the paperless computer systems.
• Meet and exceed goals set forth through the annual performance evaluation process.
• Help to solve complex business problems. Break down problems and issues into components and analyze the costs, benefits, opportunities, and risks associated with each alternative solution. Understand cause and effect of decisions.
• Growing use and knowledge of applicable firm technology, paperless systems, tools and processes.
• Develop and awareness of the Firm's vision, core values and business strategies.

Qualifications

• Bachelor’s degree in accounting, finance, economics, or related field required.
• Valuation or relevant accreditation required (CVA, CCBA, ABV or ASA).
• 5-9 years’ experience in valuation in a consulting firm, CPA firm, investment bank or related environment providing services in corporate finance, valuation services and/or transaction services.
• Manage and deliver business and intangible valuations for mergers and acquisitions, financial reporting, tax and regulatory compliance, litigation, restructuring and reorganization, corporate services, and management planning purposes.
• Strong experience performing business assessment and analysis, understanding of financial reporting and tax related valuations.
• Demonstrate ability to oversee multiple valuation engagements and manage client relationships.
• Excellent written and verbal communication skills, solid analytical and financial modeling skills, the ability to work well in a team environment and a commitment to mentoring and developing staff.
• Experience with litigation support including testifying.as an expert witness.

Preferred Abilities

• Begin acquiring the skills necessary to develop quality client relationships and loyalty.  Develop an understanding of the client's business and use effective questioning and listening skills to elicit information.  Use information to identify areas of need/opportunities and suggest possible consulting solutions.
• Communicate effectively in a variety of professional situations.
• Participate actively in all on-the-job and formal learning and development opportunities to understand role and responsibilities.
• Ability to accept and adjust to changing priorities and circumstances.

Leadership

• Supervise and manage the Business Valuation Team
• Experience and success with training, mentoring and coaching staff.
• Take charge and be action-oriented and persist until the task or job is completed.
• Learn and understand how position is critical to the success of the Firm and be willing to accept responsibility and be accountable for own actions.

Technology

• Understand and stay current on new technology.
• Incorporate new techniques and ensure minimal disruptions to productivity.

Benefits & Perks!

At Yeo & Yeo, we offer a great career with industry-leading benefits, and that’s why we’re repeatedly ranked among Michigan’s Best Places to Work.

Some of our benefits include remote, hybrid and flexible work options; competitive salaries; generous PDO/paid holidays, excellent medical, dental and vision plans; bonuses; referral programs; life insurance; 401(k) plan; an award-winning CPA certification program; community service opportunities; dress for your day attire; continuous feedback and so much more.

We focus on developing our careers and prioritize fostering each person’s unique talents and strengths. We succeed as a team when our individuals succeed. We celebrate our successes and take time to cultivate our friendships. From team retreats and office (and Zoom) parties to our Yeo & Yeo sports teams – we love what we do and having fun too!

I’m in. Now what?

Apply today and move one step closer to joining a firm of enthusiastic, caring, creative and smart problem solvers working together toward a common goal – helping our clients thrive.

Interested applicants must submit their resume for consideration using our applicant tracking system. Candidates must be legally authorized to work in the United States without sponsorship. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Yeo & Yeo.

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