Business Valuation Consulting Manager

About the role

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Baker Tilly is seeking a Valuation Manager to join our growing Valuation practice. This role will lead and manage valuation consulting engagements, oversee financial and valuation analyses, and deliver high-quality advisory services to clients. The Valuation Manager will also play an important role in developing team members, strengthening client relationships, supporting business development, and contributing to the continued growth and strategic direction of the practice.

Responsibilities

• Lead and manage multiple valuation consulting engagements from planning through completion, ensuring high-quality deliverables, timely execution, and exceptional client service.
• Perform and oversee financial statement analysis, valuation analyses, industry and economic research, and the preparation and review of valuation reports.
• Conduct management interviews and site visits to develop a comprehensive understanding of clients' businesses, operations, financial performance, and key value drivers.
• Apply financial analysis, valuation methodologies, accounting principles, operational data, performance measures, and industry benchmarks to identify trends, risks, opportunities, and key business insights.
• Effectively define engagement scope and objectives, manage project resources and timelines, anticipate and resolve issues, and deliver on client commitments while achieving budget and realization goals.
• Ensure engagements are performed in accordance with applicable professional standards and legal, regulatory, and firm requirements.
• Serve as a trusted advisor to clients by applying technical valuation expertise, sound business judgment, and strategic insight to complex financial and business matters.
• Provide leadership, coaching, and mentorship