Valuations Manager
1 week ago
Capital Assist (Valuation) Inc. is a leading, independent business and transaction advisory practice in Windsor, Ontario. We assist clients in a broad range of services, including business valuation, litigation support, transaction advisory, management consulting, and CFO services.
We are the only boutique advisory firm in the region, serving clients across Canada in various sizes and industries. Our team is diverse, with professionals holding designations such as CPAs, CBVs, CFAs, MBAs, and other qualifications.
We are committed to delivering comprehensive, sound advice to our clients. Our collaborative team supports your success and welcomes your ideas and ambitions.
The OpportunityWe are seeking a motivated and high-performing individual to join our growing team as a Manager, Valuations & Litigation Support. This role is ideal for individuals passionate about finance, accounting, and law.
The Manager will report directly to the Partners and be responsible for managing and leading the valuation and litigation practice of the firm. Key focus areas include business valuations, economic loss and damage quantification, financial due diligence, forensic accounting, and more.
Key Responsibilities- Preparation and review of engagement proposals, and responsible for the engagement scope, framework, planning, and budgeting;
- Management of timelines, budgets, and workflow capacity planning;
- Preparation and oversight of information requests, and management of documents received;
- Lead team members in executing on and preparing client deliverables;
- Review financial, legal, and corporate documents;
- Preparation and review of schedules and buildout of models for valuations and economic loss quantifications;
- Conduct valuation-related research;
- Review of case law for valuation and loss quantification precedence;
- Preparation, review, and execution of business valuation and expert reports;
- Review and critique other professionals' reports;
- Regular communication with the Partners and other professional staff regarding the overall file status and management;
- Communication with clients, and their counsel and advisors throughout the course of an assignment;
- Assistance with quality control review;
- Participation in the development and delivery of training, process improvement, and professional development programs;
- Mentor, train, and assist in the development of professional staff;
- Proactively engage in new business and opportunities development.
Interested candidates should possess a Bachelor's degree in accounting, finance, or a related area of study, and a Chartered Business Valuator (CBV) professional designation (or substantial completion) with 4+ years of relevant business valuation/litigation support related experience.
Strong track record of personal growth, client relations, and service in a fast-paced environment is required.
Why Choose Capital AssistWe offer a collaborative team environment, excellent career advancement opportunities, and a compensation package designed to reward success. If you are a motivated and high-performing individual looking to grow with a firm, consider joining us.
Location and Working ConditionsOur office is located at 2558 Dougall Avenue, Windsor, Ontario N8X 1T6. On-site parking is available. Flexible work arrangements may be considered for candidates applying from outside of Essex County.
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