Valuations Senior Manager (0572)

PKF Littlejohn is one of the leading challenger firms in the UK with offices in London, Leeds and Manchester.  We are also an active member of PKF Global, an international network of legally independent accounting firms that gives us an on the ground presence in 150 countries around the world with access to more than 20,000 people across 440 offices globally.

We provide a full range of audit, accountancy, tax and advisory services, and are experts at simplifying complexity.  We are particularly well-known for working with complex clients with challenging issues in fast-moving and highly technical areas, such as the insurance industry, the global capital markets and the not for profit sector.  Our aim is to understand people, the organisations they run, and what matters to them, so we can simplify complexity and help them achieve their ambitions.

Click here to learn more about us.

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Valuations Team

‘Variety’ best describes the work of this division and in particular the Valuations team.  You could be involved in valuations to support both listed companies or owner-managed businesses. They may include whole company valuations to support management in decision making in acquisitions or resolve shareholder disputes.  Valuations for staff incentives, including share-based payments.  Asset valuations, including intangible fixed assets for tax reporting or financial reporting purposes.  These can include Purchase Price Allocations (“PPA”).  In addition to work carried out for external clients, you will also be required to use your skills as a Valuations expert to support our own audit teams and challenge the valuation information provided by clients.  Our clients include natural resource companies, tech companies, professional practices and retailers.

We will provide on-the-job training and external courses to allow you to grow the skill sets to become a confident member of the valuations team.

Job Duties and Responsibilities

As a Valuations Senior Manager, you will work on a variety of valuation assignments, and this will involve:

Prior to the assignment:

• Attend pre-assignment discussions with the client (or audit team) and valuations team.
• Scoping the assignment and determine the valuation approach for that assignment;
• Understand the objectives of each assignment including the budget requirements and timeline;
• Request information from the client in a timely manner to complete the assignment.

During the assignment the Senior Manager will be expected to:

• Be responsible for preparing or reviewing the valuation using the firm’s templates and resources;
• Draft the valuation report or letter for Director/Partner review;
• Ensure that the work undertaken is in accordance with the approved plan and budget;
• For audit support, prepare challenge questions for the client or client valuations expert;
• Advise the Director/Partner of any developments that may lead to a change in strategy;
• Suggest logical solutions to problems;
• Clear Director and Partner review points and follow up any outstanding queries;
• Managing challenge from external Auditors about your valuation reports;
• Respond to all client queries and concerns in an efficient and professional manner, often dealing directly with senior management; and
• Provide sound advice to clients and demonstrate knowledge of business issues.

Additional duties will include:

• Respond to enquiries from new clients and present yourself as a subject matter expert, leading to the ability to “close” the opportunity.
• Developing relationships with clients through detailed and effective communication.
• Continuing to build the dedicated team, supporting with mentorship and coaching.

Skills, Experience and Qualifications

• ACCA/ACA, or equivalent, qualified or part CFA qualified
• An understanding of accepted valuation approaches including purchase price allocation, discounted cashflows and option price valuation methodology
• Proven prior experience within valuations
• A proficiency in report writing and experience in preparing client-facing documents
• Good attention to detail
• Strong communication skills
• Independent worker
• Strong Excel and Word skills

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