Valuation Senior Manager

Overview

This role is within the Valuation Services practice, providing financial advisory services to privately held and publicly traded companies. Responsibilities include business valuations, complex financial instruments, contingent consideration, debt and equity, stock-based compensation, intangible assets for financial and tax reporting, tax compliance, mergers and acquisitions in domestic and cross-border transactions, and litigation.

The organization is seeking a Senior Manager with hybrid flexibility in multiple offices throughout its footprint, or possibly remote for the right resource.

Responsibilities

• Plan, organize, conduct, manage, and oversee projects and services in business valuation analysis, industry research, and related investigative services
• Understand and manage firm risk on projects and proposals
• Supervise, train, and mentor more junior professionals on valuation of financial instruments and related services; assess staff performance as part of engagement and year-end reviews
• Work closely with audit teams and regulators
• Work closely with Partners and staff on client management, practice development, and business development processes
• Participate in conducting presentations and seminars

Requirements

• Bachelor’s in Finance, Accounting, Economics, Business Administration, or related field
• Valuation credential or demonstrated progress toward a valuation credential such as CFA, ABV, or ASA
• Minimum 7 years of demonstrated progressive experience delivering valuation services in a public accounting and/or consulting environment
• Experience valuing businesses, business interests, and intangible assets for ASC 350, ASC 360, ASC 718, and ASC 815; complex securities and embedded derivatives; estate and gift tax and charitable contributions; IRC 165, IRC 280, IRC 367, IRC 382, IRC 409A, and IRC 861
• Firsthand experience in running complex financial models
• Strong research and analytical skills and ability to solve complex valuation issues
• Technical skills prioritized: Excel, financial modeling, model validation, model building, and business writing
• Experience assisting audit teams with reviews of valuation for financial reporting
• Ability to effectively manage up, down, and out; provide exceptional client service by leveraging communication skills to develop and maintain outstanding relationships
• Strong leadership, recruiting, training, and mentoring skills, with excellent verbal, written (including technical writing), and presentation skills

Preferred Qualifications

• Proficiency in US GAAP and/or IFRS
• Experience managing multiple engagements and competing priorities in a dynamic and distributed team environment
• Demonstrated proficiency in supporting/leading business development activities

Compensation & Benefits

• Pay range: $156,000 - $249,600
• Competitive compensation packages based on performance
• Total rewards package focused on wellbeing, including:
  • Annual bonus
  • Medical, dental, and vision care
  • Disability and life insurance
  • Generous Paid Time Off
  • Retirement plans
  • Paid Care Leave
  • Other programs dedicated to enhancing personal and work life and providing financial protection for you and your family

Location

Hybrid flexibility in multiple offices throughout the organization’s footprint, or possibly remote for the right resource.

Work Authorization

Candidates must demonstrate eligibility to work in the United States. The organization will not provide work sponsorship for this position.

Additional Information

• This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.