Overview
This role involves joining the organization’s Valuation practice as a Valuation Manager. You will lead and manage valuation consulting engagements, oversee financial and valuation analyses, and deliver high-quality advisory services to clients. The position also supports developing team members, strengthening client relationships, and contributing to the practice’s growth and strategic direction.
Responsibilities
- Lead and manage multiple valuation consulting engagements from planning through completion, ensuring high-quality deliverables, timely execution, and exceptional client service.
- Perform and oversee financial statement analysis, valuation analyses, industry and economic research, and the preparation and review of valuation reports.
- Conduct management interviews and site visits to develop a comprehensive understanding of clients’ businesses, operations, financial performance, and key value drivers.
- Apply financial analysis, valuation methodologies, accounting principles, operational data, performance measures, and industry benchmarks to identify trends, risks, opportunities, and key business insights.
- Define engagement scope and objectives, manage project resources and timelines, anticipate and resolve issues, and deliver on client commitments while achieving budget and realization goals.
- Ensure engagements are performed in accordance with applicable professional standards and legal, regulatory, and firm requirements.
- Serve as a trusted advisor to clients by applying technical valuation expertise, sound business judgment, and strategic insight to complex financial and business matters.
- Provide leadership, coaching, and mentorship to team members, including reviewing work, providing actionable feedback, and supporting professional development.
- Identify and implement opportunities to improve processes, increase operational efficiency, enhance engagement execution, and strengthen the client experience.
- Support strategic growth of the Valuation practice by identifying market opportunities and contributing to practice initiatives.
- Contribute to business development efforts, including proposals, presentations, marketing materials, thought leadership, and digital campaigns.
- Build and maintain strong client and professional relationships through networking, industry events, presentations, conferences, webinars, and other market-facing activities.
- Collaborate with professionals across offices, service lines, and industry groups to expand capabilities, identify cross-functional opportunities, and support firm-wide growth initiatives.
Qualifications
- Bachelor’s degree in finance, accounting, economics, business, or a related field required; MBA or other relevant advanced degree preferred.
- Minimum of 5 years of valuation or related financial advisory experience, with demonstrated experience performing valuations for financial reporting purposes.
- Strong understanding of fair value measurement principles and U.S. GAAP financial reporting requirements, including experience with ASC 820 and related valuation guidance.
- Experience with purchase price allocations, business enterprise valuations, intangible asset valuations, goodwill and long-lived asset impairment testing, and other financial reporting valuation engagements strongly preferred.
- Demonstrated knowledge of commonly accepted valuation methodologies, including income, market, and cost approaches.
- Strong financial modeling skills and experience analyzing historical and projected financial statements, management forecasts, market data, and valuation assumptions.
- Experience managing multiple engagements and leading professional teams in a fast-paced environment.
- Excellent written and verbal communication skills, including the ability to clearly explain technical valuation concepts to clients, auditors, and other stakeholders.
- Strong leadership, project management, interpersonal, and relationship-building skills.
- Ability to work effectively both independently and collaboratively across multidisciplinary teams.
- Advanced proficiency in Microsoft Excel and proficiency with Word, PowerPoint, and Outlook.
- Experience contributing to thought leadership activities such as industry presentations, networking events, webinars, or professional forums preferred.
- Experience supporting mid-market clients preferred.
Preferred Qualifications
- CFA, ASA, CVA or ABV designation preferred.
Compensation & Benefits
- Pay rate range: $110,000 - $155,000
- Actual compensation is influenced by applicant skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location.
- Eligible employees receive a comprehensive compensation and benefits package.
Location
Please discuss work location status with your talent acquisition professional to understand the requirements for an opportunity you are exploring.