Valuations Manager

Wipfli • South Portland, ME

5h • Hybrid

About The Position

We’re seeking a strategic and analytical Valuations Manager to lead complex valuation engagements, with a primary focus on financial institution valuation in support of financial and regulatory reporting. This role will manage projects such as purchase price allocation (ASC 805), goodwill impairments, ESOP, gifting, estate settlement, and minority shareholder transactions. While experience with financial institutions is preferred, candidates with strong general valuation or financial institution audit backgrounds who are willing to learn the specifics of financial reporting are encouraged to apply. The position offers autonomy, the opportunity to work with a lean, high-performing team, and the chance to drive client impact.

Requirements

• Minimum 5 years of experience in business valuation or audit required
• Bachelor’s degree in Accounting, Finance, or a related field
• Proficiency in Microsoft Excel and PowerPoint
• Strong command of methodologies (DCF, market multiples, precedent transactions, asset-based approaches)
• Build and review complex models with precision
• Skilled in tools like Capital IQ, PitchBook, IBISWorld, Bloomberg
• Experience with forensic and analytical software (IDEA, ACL, Tableau, Power BI)
• Ability to manage multiple engagements using Wipfli systems and workflows
• Strong interpersonal skills and ability to represent Wipfli’s values of integrity, excellence, and teamwork
• Demonstrated ability to solve complex problems, question assumptions, and ensure accuracy in all deliverables
• Ability to work independently with minimal oversight, take ownership of projects, and proactively drive results

Nice To Haves

• Experience with financial institutions and/or purchase price allocation (ASC 805) strongly preferred
• Professional certifications such as CPA, CFA, ASA, or ABV preferred (not strictly required if other qualifications are met)
• Familiarity with Workday preferred
• Experience as a financial institution auditor is highly valued

Responsibilities

• Independently manage valuation projects from start to finish, including direct client interaction, data collection, timeline organization, and report drafting.
• Conduct and review financial analyses, industry and economic research, projections, due diligence, extensive modeling, and prepare comprehensive reports.
• Deliver findings to clients and stakeholders such as client c-suites, advisors, attorneys, boards of directors, and other decision-makers with clarity and confidence.
• Support growth initiatives by creating marketing materials, attending prospect meetings, contributing to proposals, and building client relationships.
• Provide document consulting and maintain records in accordance with firm standards and best practices.
• Work closely with partners, analysts, and other team members.
• Manage multiple engagements (typically 10–20 at various stages), with most projects lasting four to six weeks.

Benefits

• Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
• Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]

What This Job Offers

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