Manager, Valuation & Advisory

The Opportunity

At Brillian you will join our Valuation and Advisory team to use your expertise to help service clients and continue to develop our product. Brillian is redefining how business owners understand and optimize their businesses to meet their goals and how financial institutions service business owners. If you thrive in a fast-paced, entrepreneurial environment, want a career trajectory and want to build something that you have ownership in - not just execute on it - this is the role for you.

What you'll do

Product, Practice and Team Development

Embed your expertise within our product and organization. Work with our product and engineering teams to refine our solutions to meet the valuation, business analysis and strategic guidance needs of small to medium sized business owners. You’ll help with things like:

• Valuations for a range of purposes and produced using all three standardized approaches.
• Streamlining how we intake, cleanup and adjust raw data.
• Review, refine, and sign-off on valuations.
• Refine operating efficiencies, benchmarks and personalized guidance to help an owner achieve their goals.
• Ensure all work is standards-compliant.
• Embed your expertise within and help perfect our expert advisory model to extend upmarket analysis and guidance to the Fortune 5 Million.

Client Engagement

• Engage on the review and presentation of Brillian’s valuation and optimization reports to clients. We do things manually before we can scale processes.
• Present findings to business owners and financial advisors.

Other

You will receive wide exposure to the processes and functions involved in building a high-growth business and will be asked to contribute to special projects as they arise and are appropriate. For example, you may be requested to engage in preparing some materials for our bank and wealth manager partners as we build our partner network

Qualifications

Required Education & Credentials

Bachelor's degree in Accounting, Finance, or a related field from an accredited institution (Master's degree or MBA a plus)

Active CPA license preferred

One or more of the following valuation credentials strongly preferred CVA (Certified Valuation Analyst), ABV (Accredited in Business Valuation), ASA (Accredited Senior Appraiser), or CFA (Chartered Financial Analyst)

Experience

3–8 years of business valuation or strategic business accounting experience, including leading engagements, within a public accounting firm, dedicated valuation firm, or advisory practice

• Technical Skills
• Solid understanding of IRC sections relevant to valuation (e.g. 59-60)
• Familiarity with USPAP standards and AICPA VS Section 100

Advanced proficiency in Microsoft Excel and Word; PowerPoint fluency expected

Who You Are

• A clear, confident communicator — you can explain complex valuation and strategy concepts to a business owner who has never heard the word "EBITDA"
• A self-starter who can manage multiple engagements simultaneously without losing attention to detail
• Someone who takes pride in their work product and holds their analysis to a high standard
• Collaborative and low-ego — you're excited to contribute to a team that's building something bigger than any one person
• Comfortable with ambiguity and energized by a fast-moving, startup environment

Compensation

Compensation includes salary, generous equity package, medical, dental, and life insurance, and unlimited PTO.

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