Manager, Business Valuations

7 days ago


Toronto, Canada Fuller Landau Full time

Job Title: Manager, Business Valuations

Location: Toronto Office, Hybrid

Who we are:
Fuller Landau is an accounting, tax, and advisory firm with a team of over 125 people. Our clients are leaders of private businesses, high net worth families, and the advisors who serve them. When working for Fuller Landau you can expect to be part of a collaborative team that supports your success and welcomes your ideas and ambitions.

Why is this role important?

The Manager is responsible for management of each engagement including planning/methodology, communications with clients and counsel, financial research, review and analysis of documents, conducting and leading meetings with clients, supervision/oversight of junior staff, and supporting marketing initiatives of the practice. This role is for the individual who can crunch numbers, prepare reports and break down financial statements. They also have excellent communication skills, allowing them to build a genuine rapport and trust with clients. The Valuations Manager will work in a close-knit team of the Business Valuation and Litigation Support practice.

Major Responsibilities:

- Assist in engagement planning including identification of key issues, methodology and budgeting
- Oversight of information requests and productions
- Analyze financial information
- Prepare financial analysis and models
- Conduct industry and economic research
- Communicate with clients and counsel
- Prepare expert reports for business valuations, damage claims or forensic accounting investigations
- Management of client billings and collections
- Monitor job hours for timely revision of fee budget
- Delegate work to team members and supervise to ensure accuracy and completeness
- Management of team members to ensure quality of work product
- Market firm’s services
- Ensure adherence to professional standards and ethics

Qualifications/Experience:

- CPA and a CBV
- Truly “passionate” about a career in business valuations and litigation support services
- A minimum of three years’ experience in the areas of business valuation and/or litigation support
- Track record of well-written reports and correspondence prepared for litigation purposes
- Ability to effectively present information and respond to questions from clients, counsel, or other parties
- Ability to provide practical solutions to complex problems
- Must be highly organized and detail oriented and possess well-developed project management skills
- Ability to maintain professional composure in high-stress situations
- Exceptional communicator
- Must possess a marketing sense and capability and be comfortable presenting to varying audiences
- Solid understanding of business professionalism and the ability to work in a team environment

**Job Types**: Full-time, Permanent

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Flextime
- Life insurance
- Paid time off
- RRSP match
- Vision care
- Wellness program

Schedule:

- 8 hour shift
- Overtime

Supplemental pay types:

- Bonus pay

**Experience**:

- valuations: 3 years (preferred)

Licence/Certification:

- Chartered Professional Accountant (required)
- CBV designation or pursuing the CBV (required)


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