Valuations Manager

Highspring • Charlotte, NY

3d • Hybrid

About The Position

The Valuations Manager works within the Accounting Advisory – Valuation Sub-Group, a team of professionals with finance, public accounting, and consulting experience across a broad range of industries. The team helps clients navigate valuation needs during the IPO process and M&A lifecycle, including financial reporting requirements such as purchase price allocation, goodwill impairment, and stock-based compensation.

The role supports fast-growing companies and established enterprises, both publicly traded and privately held, on valuation projects involving mergers and acquisitions, financial reporting, tax planning and compliance, bankruptcy and reorganization, and strategic planning. The manager reviews team work for compliance with valuation best practices and professional standards, communicates valuation conclusions, builds trusted client relationships, identifies business opportunities, and contributes to staff development and technical training.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• At least 5 years of recent professional services experience, including experience performing business valuations.
• CFA, CPA, or ASA certification, or progress toward achieving one of these certifications.
• Demonstrated knowledge of financial theory and general accounting issues.
• Proficiency in Excel and PowerPoint.
• Flexibility to travel up to 10%.

Nice To Haves

• Excellent financial modeling and writing skills.
• Experience with ASC 805 and ASC 350.
• Proven ability to deliver services and solutions that surpass client expectations.
• Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.
• Strong work ethic and ability to work flexible hours around critical due dates.

Responsibilities

• Assist clients with valuation projects related to mergers and acquisitions, financial reporting, tax planning and compliance, bankruptcy and reorganization, and strategic planning.
• Engage with clients and colleagues on valuations for business combinations, intangible assets, goodwill and asset impairment testing, private equity portfolio company reporting, and complex derivatives and debt instruments.
• Apply standard valuation methodologies, including discounted cash flow, guideline publicly traded company, and guideline transaction methods.
• Review team progress to ensure compliance with valuation best practices and professional standards.
• Educate internal and external audiences on valuation conclusions.
• Establish credibility as a trusted advisor.
• Manage client relationships and identify and close new business opportunities.
• Participate in career development activities and provide technical training to staff.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager