Manager, Valuations

• Manage, review, and deliver valuation projects for financial reporting, gift and estate tax, 409A/ASC 718, management planning, litigation support, and/or M&A
• Manage and mentor staff and senior analysts
• Review consultants’ and senior consultants’ work and provide written and verbal coaching
• Serve as a performance coach to one or more team members
• Work with directors and partners to prepare engagement letters
• Build, review, and defend financial models across income, market, and asset approaches
• Serve as the technical resource on assigned engagements using current AICPA, ASC, IRS, and USPAP guidance
• Document conclusions to withstand auditor, PCAOB, and IRS scrutiny
• Lead resolution of external review questions with audit teams, valuation specialists, and client stakeholders
• Ensure projects are completed on budget and on time
• Communicate with key client contacts throughout the valuation process
• Network internally to help grow the business
• Identify out-of-scope and whitespace opportunities and introduce colleagues across tax, audit, transaction advisory, and forensics teams to clients
• Contribute to thought leadership, webinars, and market-facing materials
• Manage key initiatives and metrics, including billing, utilization, and A/R
• Contribute to model, template, and innovation efforts, including responsible use of AI-enabled tools

• Bachelor’s degree, preferably in business, accounting, finance, statistics, mathematics, or engineering
• Minimum of 5 years of valuation experience within a national business valuation firm or valuation practice of a major accounting or consulting firm
• Prior experience effectively resolving external review questions (auditors, IRS, etc.)
• Strong client communication skills
• Exceptional report and memo writing skills
• Demonstrated command of the income, market, and asset approaches and reporting requirements under ASC 805, ASC 350/360, ASC 718/409A, and ASC 820
• Advanced Excel and financial modeling skills
• Working knowledge of market data sources such as S&P Capital IQ, Bloomberg, or equivalent
• Relevant valuation designation(s) ASA, CFA, ABV, or CVA
• Ability to develop external relationships and bring new clients into the business
• Strong client management, consulting, communication, and leadership skills
• Proven ability to manage multiple concurrent engagements and deadlines while owning engagement economics, including budgeting, billing, realization, and collections
• Detail oriented, flexible, and responsive
• Must adhere to Armanino’s 50% in-office requirement
• Preferred: experience within a Big 4, national, or leading boutique valuation practice
• Preferred: depth in specialties such as complex securities and share-based payments, purchase price allocations, gift and estate tax, real estate, or litigation support
• Preferred: prior experience supporting audit reviews under US GAAP and/or IFRS
• Preferred: demonstrated thought leadership through speaking engagements, publications, or professional association involvement

Demonstrates expertise in managing valuation projects, including financial reporting and tax compliance, while effectively mentoring team members and communicating with clients. Proficient in financial modeling and familiar with relevant valuation standards and regulations.

• Valuation Experience
• Financial Modeling Skills
• Client Communication Skills
• Advanced Excel Proficiency
• Relevant Valuation Designation

• Valuation
• Financial Reporting
• Financial Modeling
• Income Approach
• Market Approach
• Asset Approach
• ASC 805
• ASC 350/360
• ASC 718/409A
• ASC 820

• Client Management
• Leadership
• Detail Oriented
• Flexible
• Responsive

• ASA
• CFA
• ABV
• CVA

• Gift and Estate Tax
• Litigation Support
• M&A
• Audit Reviews
• US GAAP
• IFRS

• S&P Capital IQ
• Bloomberg
• AI-Enabled Tools