Valuations Senior Manager

Highspring • Charlotte, NY

4d • Hybrid

About The Position

The Valuations Senior 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 role covers valuations for business combinations, intangible assets, goodwill and asset impairment testing, private equity portfolio company reporting, and complex derivatives and debt instruments.

The position applies standard valuation methodologies, reviews work for compliance with valuation best practices and professional standards, and communicates valuation conclusions to internal and external audiences. It also involves building trusted-advisor relationships, managing client relationships and identifying new business opportunities, and contributing to staff career development and technical training.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• At least 8 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.
• 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.
• Perform or oversee 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 technical training of staff.

What This Job Offers

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