Valuation Principal

Baker Tilly US

. Grow and manage the New York-based Valuation Consulting team .

Posted 9/17/2026full-timeNew York City • Illinois • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Valuation Consulting, with a strong focus on business development, project management, and team leadership. Proven ability to build relationships with private equity firms and deliver exceptional client service while fostering an inclusive team culture.

Highest-signal resume keywords

Valuation ExpertiseBusiness DevelopmentTeam LeadershipClient ServiceProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Valuation ConsultingProject ManagementBusiness DevelopmentFinancial AnalysisMarket Research

Soft Skills

Excellent Communication SkillsStrong Interpersonal SkillsTime ManagementOrganizational SkillsLeadership

Tools & Technologies

Microsoft OfficeSharePoint

Certifications & Qualifications

CPACFAASA

Industry Keywords

Private EquityConsulting EngagementsNetworkingValuation SeminarsIndustry Trade Shows

About the role

Key responsibilities & impact

Grow and manage the New York-based Valuation Consulting team
Develop an area of valuation expertise
Manage and perform consulting engagements
Network and build internal and external relationships, especially with private equity firms
Acquire new repeat referral sources, clients, projects and revenue
Collaborate with other offices and industry groups to manage and develop consulting practices
Attend valuation industry trade shows and conferences
Participate in firm-wide marketing and sales programs
Develop training programs for existing clients and prospects
Present topics at valuation seminars and webinars
Write or co-author articles for valuation publications and periodicals
Develop and participate in public speaking opportunities
Provide project management and practice development using technical knowledge
Manage cross-functional teams and ensure client profitability targets are met
Support the growth and development of team members
Work with firm leadership to serve clients and build the valuation business

Requirements

What you’ll need

Bachelor's degree in business, finance, accounting or economics required
CPA, CFA or ASA designation required
Minimum fifteen (15+) years of related experience in a complex organization required
Demonstrated involvement with building and leading high-performing teams and fostering an inclusive culture
History of relationships with private equity firms and their portfolio companies
Prior success in leading key business development, project delivery and practice development activities required
Established network and participation in market-facing activities such as industry presentations, webcasts and professional networking events
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook and SharePoint)
Excellent verbal and written communication skills
Strong interpersonal skills
Effective time management and organizational skills
Proven ability to prioritize while simultaneously managing multiple client engagements and priorities
Ability to lead and supervise others
Ability to provide exceptional client service
Commitment to continuous learning and staying current regarding applicable strategies
Appropriate ethical knowledge and commitment
Ability to complete projects timely and to quality standards
Ability to travel as needed, approximately 30%

Benefits

Comp & perks

Flexibility in how and where you get your work done
Meaningful relationships with clients, teammates and leadership
Professional development through firm-wide learning and development programs
Career growth and upward career trajectory
Equal employment opportunity protections