Senior Advisory Services Manager/Analyst

Dallas, USA
Oct 21, 2019
Nov 05, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Advisory Services Valuation Manager (consider Sr Analyst) Req #: 19144_1 Location: Dallas, TX US Job Category: Advisory Job Summary
Will consider Manager or Senior Staff level

Nationally-focused team player to deliver on client engagements and collaborate with other Crowe practices to build cross-functional relationships:
  • Plan the scope of work for engagements, oversee day-to-day activities, assume responsibility for quality control and accuracy of client deliverables, and effectively manage risk associated with engagements
  • Perform and manage valuation teams on projects with the ability to multi-task between several projects independently (unsupervised capacity)
  • Manage client relationships with the goal of becoming the point person for designated key clients
  • Consult with clients in all aspects of the valuation process
  • Must be able to articulate deal issues and document accounting issues clearly with a concise writing style for the preparation of reports
  • Deliver on valuation engagements in a variety of industries for financial reporting, tax and consulting
    • Experience in financial reporting required (intangibles)
  • Perform reviews of third-party appraisals for audit support purposes
  • Supervise, mentor and train staff; provide timely and effective performance feedback and training

Utilize Advisory Manager/Senior Analyst Role Capabilities:
  • Applies results of data analysis processes with knowledge of financial and emerging management concepts, accounting and operational systems, other business data, performance measures and benchmarks to identify trends, risk/problem areas and opportunities to deliver high quality services or improve client business results
  • Assesses client and engagement risk based on external factors (e.g., economic, financial, industry, market, etc.) and internal factors (e.g., business, operational and financial strategies and processes); Develops strategies to mitigate risks while maximizing business results
  • Conducts engagement in compliance with applicable professional, legal, regulatory and firm requirements
  • Actively seeks and supports new revenue opportunities for the firm by identifying innovative strategies to create business opportunities for desired markets; Identifies opportunities to add value to existing clients or to capture new clients by bringing them targeted, effective ideas and solutions
  • Positions team for successful engagement execution, quality results and client satisfaction by clearly articulating project parameters, managing resources and processes, as well as anticipating and resolving issues; Delivers on client commitments while meeting budget and realization goals
  • Improves brand awareness, visibility and business opportunities (within the firm and in the external market)
  • Provides value-added strategies or services to assist clients in achieving their business objectives and to assist clients in resolving issues by matching in-depth understanding of client's business with expert knowledge of industry trends, bench
Company Overview

At Crowe, you have the opportunity to deliver creative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their dedication to delivering measurable results that help clients build business value. Our focus on emerging technology solutions, along with our dedication to internal career growth and exceptional client value, has resulted in a firm that is routinely recognized as a "Best Place to Work." We are 75 years strong and still growing. Come grow with us!
Expertise in Financial Reporting Required
  • Undergraduate degree in accounting, finance, economics or related field required
  • Valuation or relevant accreditation required for managers (ASA, CFA, ABV, CPA considered)
  • 4-6+ years' experience in valuation
  • Manage and deliver business and intangible valuations for mergers and acquisitions, financial reporting, tax and regulatory compliance, restructuring and reorganization, corporate services and management planning purposes
  • Strong experience performing business assessment and analysis, experience in contingent consideration (earn-outs) and share-based award valuations (SARs, options) a plus, purchase price allocations, valuation of intangible assets and liabilities, preparation of valuation reports/schedules, understanding of financial reporting and tax-related valuations
  • Experience in management of projects and analysts in field and local office.
  • Must be self-motivated
  • Demonstrated ability to oversee multiple valuation engagements and manage client relationships
  • Excellent written and verbal communication skills, analytical financial modeling skills, the ability to work well in a team environment and a commitment to mentoring/developing staff
  • Must drive sales opportunities beginning in local market and expanding nationally
  • Ability to travel up to 20%


Advisory Services (AS) provides transaction support, bankruptcy and restructuring advisory, valuation, corporate finance advisory, litigation and dispute resolution consulting and forensic investigation services. AS provides strategic vision and training to Crowe's Global Corporate Advisors (GCA), comprised of corporate finance professionals from independent Crowe Global member firms. AS team members collaborate with other Crowe practices on solutions for a broad range industries from financial institutions to manufacturing and beyond.


We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and dreams.

Crowe ( ) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Visit and find out what it's like to work at one of the "50 Best Workplaces for New College Graduates." Crowe ranked seventh on this Fortune list, in addition to being named one of Fortune's "Top 100 Best Companies to Work For" and among Fortune's "20 Best Workplaces in Consulting & Professional Services". In these surveys, Crowe personnel attribute the following policies to making Crowe a great place to work:

Innovation: Each year, Crowe invests about two percent of firm revenue in new product development funding to develop ideas brought forward by its people. Building upon a foundation of deep industry specialization, Crowe professionals follow a detailed innovation road map to create original, practical solutions that help address their clients' biggest challenges. This process allows them to see their ideas through from start to finish.

Mobility strategy: Rolled out more than two years ago, this strategy defied the norm of the professional services industry. It allows Crowe personnel to work where they're most productive - whether that be the office, their home or elsewhere - and wear jeans while they're in the office. This policy continues to receive great reviews on annual internal employee engagement surveys.

Benefits: The firm promotes healthy living through its internal well-being portal, which allows Crowe individuals to complete wellness activities - such as exercise challenges, healthy eating, doctor visits and mindful lifestyle changes - for gift cards and health insurance premium reductions. Additionally, on top of its healthcare and retirement programs, Crowe recently expanded its paid time off policies for military leave and all new parents.

Community service: Recently acknowledged in the Fortune Best Workplaces for Giving Back list, the firm places a high priority on community service. In honor of the firm's 75th year, Crowe personnel not only achieved, but surpassed their goal of 75,000 hours of volunteering. We're proud to announce that we volunteered 82,000 hours - giving back to the communities where we live and work. That's the equivalent of 39 full-time employees at the nonprofits we served! In addition, Crowe has policies in place to align its charitable contributions with the volunteer efforts of its people.



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