Valuation Manager

The Valuation Manager is responsible for leading, managing, and reviewing business valuation engagements for a range of purposes, including estate and gift planning, internal succession, mergers and acquisitions, and strategic advisory. This position plays a key role in the execution and growth of the firm's valuation service line, working closely with internal teams and external advisors to ensure technically sound and advisory-driven deliverables. The role also includes staff development, client management, cross-functional collaboration, and support of business development efforts.Essential Position ResponsibilitiesLead and manage a variety of business valuation engagements across multiple industries and purposes.Review, finalize, and sign off on valuation reports, ensuring consistency, defensibility, and adherence to best practices and applicable standards.Serve as the primary client contact, effectively communicating scope, process, findings, and recommendations to clients and their advisors (e.g., attorneys, CPAs, wealth advisors).Mentor and develop team members, providing guidance, real-time feedback, and training.Collaborate across service lines to deliver cohesive, value-added solutions tailored to client needs.Support business development, including scoping new opportunities, developing proposals, pricing engagements, and identifying additional areas of client value.Identify enterprise value-enhancing strategies and proactively introduce planning ideas to clients and internal teams.Stay current on valuation standards, tax laws, market conditions, and emerging trends in business valuation and consulting.Improve internal systems and processes, contributing to the refinement of templates, models, and scalable engagement frameworks.Bachelor’s degree in accounting, finance, economics, or related field required.Professional designation such as CPA, ABV, ASA, CFA, or CVA (or progress toward) preferred.5–8 years of business valuation experience, with demonstrated proficiency in both compliance and consulting engagements.Demonstrated strength in analytical thinking and advanced financial modelingProficient in leveraging technology and analytical tools to improve efficiency and accuracyProven ability to manage multiple projects, prioritize tasks, and consistently meet deadlinesClear and effective communicator, both written and verbal, with the ability to explain complex concepts to diverse audiencesCollaborative team member who contributes to a positive and productive work environmentCreative problem-solver with a proactive and innovative mindset.Preferred Experience:Exposure to transaction advisory, succession planning or private equity environments.Familiarity with proactive planning approaches help increase enterprise fort with reviewing legal documents such as shareholder agreements, LOIs, or buy-sell fort with LLM models and automation.Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program. #J-18808-Ljbffr

Created: 2025-09-17