Business Valuation Manager

Role Overview

If the opportunity to make a meaningful impact as a trusted advisor to middle-market clients—within a collaborative, growth-oriented environment focused on leadership development—excites you, we encourage you to explore this opportunity.

Core Service Offerings

• Business valuations for financial reporting and tax purposes
• Valuation of complex financial instruments, including debt and equity securities and contingent consideration
• Stock-based compensation and equity award valuations
• Valuation of intangible assets for financial reporting and tax compliance
• Transaction advisory services supporting domestic and cross-border mergers and acquisitions
• Valuation and financial analysis for tax compliance, planning, and controversy matters
• Litigation support, dispute resolution, and expert witness services

Key Responsibilities

• Plan, organize, manage, and oversee valuation engagements, including business valuation analyses, complex financial instrument valuations, industry research, and related investigative services
• Identify, assess, and manage firm risk across engagements and proposals, ensuring compliance with professional standards and firm policies
• Supervise, train, and mentor junior professionals in valuation methodologies, financial modeling, and valuation of complex financial instruments
• Evaluate staff performance through engagement feedback and formal year-end review processes
• Collaborate closely with audit teams, regulators, and external stakeholders to support financial reporting and regulatory requirements
• Partner with firm leadership and engagement teams on client relationship management, practice growth initiatives, and business development efforts
• Participate in client presentations, internal training sessions, and external seminars to support thought leadership and market visibility

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline
• Valuation credential with an ABV or CVA
• Minimum of 5 years of progressive experience delivering valuation services within public accounting and/or consulting environments
• Extensive experience valuing businesses, business interests, and intangible assets for financial reporting and tax purposes, including ASC 350, ASC 360, ASC 718, and ASC 815
• Expertise in valuation of complex capital structures, complex securities, and embedded derivatives
• Proven experience supporting estate and gift tax planning, charitable contributions, and tax-related valuations
• Advanced financial modeling capabilities, including development, validation, and review of complex valuation models
• Strong research, analytical, and problem-solving skills applied to complex valuation and accounting matters