Director, Valuation & Investigation Services

Aprio

. Lead and manage client engagements, including planning, execution, and oversight of valuation and investigation projects .

Posted 10/27/2026full-timeAtlanta • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business valuation, financial modeling, and strategic planning while effectively leading client engagements and mentoring team members. Builds strong relationships with clients and stakeholders to deliver sophisticated valuation solutions.

Highest-signal resume keywords

Business Valuation ExperienceFinancial Modeling SkillsCFA Or ASA DesignationClient Engagement LeadershipAnalytical And Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingValuationStrategic PlanningTransaction PlanningMS Excel

Soft Skills

Analytical SkillsCommunication SkillsOrganizational SkillsInterpersonal SkillsTeamwork

Tools & Technologies

MS Applications

Certifications & Qualifications

CFAASA

Industry Keywords

Client EngagementValuation SolutionsBusiness DevelopmentsCross-Functional Collaboration

About the role

Key responsibilities & impact

Lead and manage client engagements, including planning, execution, and oversight of valuation and investigation projects
Develop and review financial models for valuation, strategic planning, and transaction planning
Serve as a member of cross-functional client engagement teams and collaborate closely with other service groups across the firm
Build and maintain positive, productive, and professional relationships with client personnel and internal stakeholders
Mentor and develop engagement team members, supporting their professional growth and performance
Demonstrate teamwork and shared accountability across engagement team members
Stay current on business and economic developments relevant to clients' industries and business environments
Lead high-impact client engagements and deliver sophisticated valuation solutions
Serve as a trusted advisor to clients navigating valuation, strategic planning, and transaction challenges

Requirements

What you’ll need

Bachelor's degree in Finance or Accounting
10+ years of business valuation experience
Excellent analytical, communication, organizational, interpersonal, and teaming skills
Superior financial modeling skills in MS Excel and other MS applications
Preferred: CFA or ASA designation

Benefits

Comp & perks

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Competitive compensation
Industry-leading benefits
Growth opportunities and continuous learning
Collaborative culture
Work/life balance