Valuations Manager
About The Position
The Valuations Manager works in the Accounting Advisory – Valuation Sub-Group, supporting fast-growing companies and established enterprises with valuation projects related to mergers and acquisitions, financial reporting, tax planning and compliance, bankruptcy and reorganization, and strategic planning. The team advises clients through the IPO process and M&A lifecycle and supports financial reporting needs such as purchase price allocation, goodwill impairment, and stock-based compensation. The role engages with clients and colleagues on business combinations, intangible asset valuations, goodwill and asset impairment testing, private equity portfolio company reporting, and complex derivatives and debt instruments. It applies standard valuation methodologies, reviews team work for compliance with professional standards and best practices, communicates valuation conclusions, builds trusted-advisor relationships, and helps identify new business opportunities. The manager also contributes to staff development and technical training. Travel of up to 10% is required.
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 fast-growing companies and established public and private enterprises with valuation projects involving mergers and acquisitions, financial reporting, tax planning and compliance, bankruptcy and reorganization, and strategic planning.
- Engage with clients and colleagues on business combinations, intangible asset valuations, 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.
Benefits
- May be eligible for bonuses and financial incentives based on individual and company performance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
