ValueScope Career Path

1. • Demonstrated visible expert and expert witness
• Demonstrated new business generation
• Significant client relationship management
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The entry-level point for
undergraduates with degrees
in accounting, finance, and
economics. This position is
expected to be a one to two
year position, at which time
the employee generally seeks
an advanced degree or
certification combined with
their ValueScope experience to
become a Senior Associate.
Associates are primarily
responsible for data input and
analysis, research, and certain
administrative tasks.
The entry-level point for
professionals with MBA’s,
PhD’s, or those with prior
experience plus relevant
certifications (e.g., CPA, ASA,
or CFA). Senior Associates
are primarily responsible for
developing the analyses used
in engagements. Senior
Associates are capable of
working independently, as
well as on teams. Senior
Associates are often
responsible for the
completion of a part of a
project. Senior Associates are
also expected to begin
pursuing an advanced degree
or certification.
Managers are primarily
responsible for directing the
efforts of the Associates and
Senior Associates and
managing engagements with
Director or Principal input. A
Manager has started to excel
in some of the competency
dimensions and is beginning
to develop domain expertise.
Advanced degree(s) or
certification(s) are expected
prior to becoming a
Manager.
Senior Managers are
responsible for managing
engagements with Director
or Principal input. Senior
Managers have
responsibility for mentoring
and training the Senior
Associates and Associates.
Senior Managers are also
responsible for sales to
existing clients and add-on
sales. Senior Managers are
known for their domain
expertise and serve as leads
for defined practice areas.
Advanced degree(s) or
certification(s) are required
prior to becoming a Senior
Manager.
Directors are primarily
responsible for managing
engagements, but also
have responsibility for
generating business
volume through add-on
sales as well as new
business. Directors have
deep domain expertise
and are frequently called
upon to testify as experts.
Principals are responsible
for bringing in new
business, managing client
relationships, and
testifying as experts.
• Overall rating above “Meets
Expectations”
• Achievement of utilization,
realization, and other targets
• Beginning to demonstrate Senior
Associate-level competencies
• Ability to teach concepts to new
Associates
• Ability to work with little day-to-
day supervision
• Overall rating above “Meets
Expectations”
• Achievement of utilization,
realization, and other targets
• Beginning to demonstrate
Manager-level competencies
• Advanced degree(s) (MBA,
PhD) and/or certification(s)
(CFA, CPA, ASA) usually
obtained
• Overall rating above “Meets
Expectations”
• Achievement of utilization,
realization, and other targets
• Demonstrated Manager-level
competencies
• Experience leading small- to
mid-sized projects
• Developing client network
• Advanced degree(s) (MBA,
PhD) and/or certification(s)
(CFA, CPA, ASA) required
• Overall rating above “Meets
Expectations”
• Achievement of utilization,
realization, and other targets
• Beginning to demonstrate
Director-level competencies
• Experience leading mid- to
large-sized projects
• Developed client network
ASSOCIATE
SENIOR ASSOCIATE
MANAGER
SENIOR MANAGER
DIRECTOR
PRINCIPAL
CAREER PATH
Advancement Criteria
Advancement Criteria
Advancement Criteria
Advancement Criteria Advancement Criteria