Valuations Senior Manager

Wipfli•Radnor, PA

1d•Hybrid

About The Position

This role involves overseeing financial institution and business valuation projects, managing engagements from start to finish, and presenting findings to various stakeholders. The Senior Manager will act as a primary client contact, identify opportunities for service expansion, and support business development efforts. Additionally, the role includes developing thought leadership, mentoring team members, and managing multiple engagements simultaneously while ensuring compliance with firm standards.

Requirements

Bachelor’s degree in Accounting, Finance, or related field
10+ years of experience in business valuation, audit, financial institutions, or related professional services
Deep technical expertise in valuation methodologies and financial reporting, especially ASC 805
Advanced financial modeling skills and proficiency with valuation and research tools (e.g., Capital IQ, PitchBook, IBISWorld, Bloomberg)
Proven experience leading teams and managing complex engagements
Strong communication, presentation, and client facing skills

Nice To Haves

Professional credentials: CPA, CFA, ASA, or ABV
Experience contributing to business development or practice growth
Prior experience presenting externally or contributing to thought leadership

Responsibilities

Oversee financial institution and business valuation projects such as ASC 805 purchase price allocations, goodwill impairments, ESOP valuations, estate and gifting, and minority shareholder matters.
Manage engagements end-to-end, ensuring quality, accuracy, and timely delivery.
Present findings to executive teams, boards, attorneys, and advisors with clarity and confidence.
Act as the primary point of contact for key clients, providing proactive planning and insights.
Identify opportunities for expanded services and support overall client relationship growth.
Support business development efforts by contributing to proposals, participating in prospect meetings, and helping to shape growth strategies.
Develop thought leadership such as whitepapers, presentations, training content, or industry insights.
Mentor and coach associates, analysts, and managers to build a strong, scalable valuation team.
Foster a collaborative environment grounded in excellence, integrity, and continuous learning.
Manage multiple engagements simultaneously and ensure alignment with firm processes, compliance standards, and documentation protocols.