Senior Manager - Strategic Valuation Services
Cherry Bekaert · Atlanta, GA · 1 mo ago
Sales$156k–$250k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes description. We need to use .
Requirements: Bachelor’s degree in Accounting, Economics, Finance, Business Administration, or a related field; Certified Financial Analyst (CFA) or Accredited Senior Appraiser (ASA) strongly preferred; 7+ years of progressive experience leading complex financial & valuation analyses and building financial models in a public accounting or consulting environment.
Skills: Strong research and analytical capabilities, including the ability to address complex valuation issues; Exceptional client relationship, communication, technical writing, and presentation skills; Ability to manage relationships across multiple levels while delivering responsive client service; Demonstrated leadership, recruiting, training, and mentoring capabilities; Ability to travel as needed to support client/firm needs.
Benefits: The paragraph under "Benefits Information": "Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection."
But note that the first sentences mention compensation and salary range; we have separate Pay section. Might duplicate. We could keep benefits focusing on non-compensation benefits: annual bonus, medical, dental, vision, disability, life insurance, PTO, retirement, Paid Care Leave, other programs. The earlier sentences about compensation could be moved to Pay section. However we must preserve all substantive information; we can't discard. So we could include compensation description in Benefits or Pay. Since we have a Pay section for range, we can put the description about competitive compensation based on performance etc in Benefits or Pay. Probably better to put in Benefits as it's part of total rewards. Then Pay section just the range.
Thus Benefits section: include the sentences about competitive compensation packages based on performance, annual bonus, medical, dental, vision care, disability and life insurance, generous Paid Time Off, retirement plans, Paid Care Leave, other programs.
Pay section: "$156,000 - $249,600".
We also have "What You Can Expect From Us" which includes values, opportunity to innovate, collaborative environment, flexibility, opportunities to connect. This could be part of Benefits or maybe a separate section like "About the firm". But not in allowed headings. Could incorporate into Benefits as part of total rewards (flexibility, collaborative environment). Or we could add a section "About the firm" but not allowed. So we should fold into Benefits or maybe into About the role? Probably Benefits is appropriate as it's about what you can expect.
Thus Benefits section will include: "Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect; The opportunity to innovate and do work that motivates and engages you; A collaborative environment focused on enabling you to further your career growth and continuous professional development; Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing; Flexibility to do impactful work and the time to enjoy your life outside of work; Opportunities to connect and learn from professionals from different backgrounds and with different cultures; Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection."
But that's a lot; maybe we split: Benefits for the specific benefits (medical etc) and Pay for salary range, and the values etc could go into a section like "About the firm" but not allowed. Could we put them under "About the role"? That seems odd. Perhaps we can create a section "About the firm" but not allowed; instructions say use those headings only. So we must fit into allowed headings. Could we put the values etc under Benefits as part of total rewards? Yes.
Thus Benefits will be a long paragraph.
Now we need to ensure we don't include boilerplate: EEO, legal disclosures, application instructions, sponsorship, etc. Remove.
Also remove duplicate "About Cherry Bekaert" paragraph (the later one). Also remove "Visit us at https://careers.cbh.com/ and follow us on LinkedIn..." etc.
Now produce HTML fragment.
Structure:
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections where there is real specific content. Let's parse. Content: Intro about Cherry Bekaert (company description). Then "Ready to shape valuation strategy..." then description of role: "As a Senior Manager, Valuation, You Will ..." bullet list of responsibilities. Then "What You Bring To The Role" list of qualifications. Then "What You Can Expect From Us" includes values, opportunity, collaborative environment, competitive compensation, flexibility, opportunities to connect. Then "Benefits Information" describing benefits. Then "Pay Range $156,000 - $249,600". Then "About Cherry Bekaert" again (duplicate). Then EEO etc (boilerplate to remove). Also mention "Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position." That's maybe metadata; we can fold into short p or drop. Also "This role is expected to accept applications for at least five calendar days..." etc - application instructions, remove. We need to avoid repeating job title as heading. No Job ID. We need sections: About the role (maybe intro description?), Responsibilities, Requirements (or Qualifications), Skills, Benefits, Pay. Schedule not present, so omit. We need to decide what goes where. About the role: Could be the paragraph describing the role and what you will do? But we have separate Responsibilities section. Usually About the role is a brief overview. We could put the introductory sentences: "Ready to shape valuation strategy while developing the next generation of professionals? Join Cherry Bekaert’s Valuation Services practice as a Senior Manager where you will expand beyond traditional deliverables to guide clients through complex business decisions, providing pre-deal analysis, value opinions, calculations of value, and ad-hoc modeling and analysis." That's about role. Responsibilities: The bullet list after "As a Senior Manager, Valuation, You Will". Those are responsibilities. Requirements: Could be "What You Bring To The Role" list (education, certifications, experience, skills). That's qualifications. Skills: Could extract specific skills from that list: strong research and analytical capabilities, exceptional client relationship, communication, technical writing, presentation skills, ability to manage relationships, demonstrated leadership, recruiting, training, mentoring capabilities, ability to travel as needed. Could be separate Skills section but we could combine into Requirements. However instruction: Prefer few substantive sections over many thin ones. So maybe combine Requirements and Skills into one section called Requirements (or Qualifications). But we have headings list: we can use Requirements for qualifications and experience, and Skills for skill-based items. But we need to avoid thin sections. Let's see if we have enough for both. What You Bring To The Role includes: Bachelor’s degree..., CFA or ASA strongly preferred, 7+ years progressive experience..., Strong research and analytical capabilities..., Exceptional client relationship, communication, technical writing, and presentation skills..., Ability to manage relationships..., Demonstrated leadership, recruiting, training, and mentoring capabilities..., Ability to travel as needed. That's a mix of qualifications and skills. Could split: Requirements: education, certifications, experience. Skills: the capabilities. But we need to avoid thin sections; each would have decent content. Benefits: The "Benefits Information" paragraph describing benefits. Pay: The Pay Range. Schedule: none. We also have "What You Can Expect From Us" which includes values, opportunity, collaborative environment, competitive compensation, flexibility, opportunities to connect. That could be part of Benefits or maybe a separate section like "About the firm" but we already have About Cherry Bekaert duplicate. Could incorporate into Benefits or maybe a section "What We Offer". But not in allowed headings list. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content to those. We could treat "What You Can Expect From Us" as part of Benefits (since includes compensation, flexibility, etc). But Benefits already has specific benefits list. Could combine. Better: Use Benefits section for the benefits description (medical, dental, etc, PTO, retirement, etc). Use Pay section for salary range. Use About the role for intro. Use Responsibilities for duties. Use Requirements for education/experience. Use Skills for capabilities. Let's extract. About the role: The paragraph: "Ready to shape valuation strategy while developing the next generation of professionals? Join Cherry Bekaert’s Valuation Services practice as a Senior Manager where you will expand beyond traditional deliverables to guide clients through complex business decisions, providing pre-deal analysis, value opinions, calculations of value, and ad-hoc modeling and analysis." Responsibilities: bullet list from "As a Senior Manager, Valuation, You Will" each line starts with a verb. We'll put each as
About the role
Ready to shape valuation strategy while developing the next generation of professionals? Join Cherry Bekaert’s Valuation Services practice as a Senior Manager where you will expand beyond traditional deliverables to guide clients through complex business decisions, providing pre-deal analysis, value opinions, calculations of value, and ad-hoc modeling and analysis.
Responsibilities
- Lead strategic and traditional valuation engagements, including pre-deal analyses, value opinions, calculations of value, business enterprise valuations, purchase price allocations, impairment analyses, tax valuations, complex financial instruments, and litigation matters
- Manage the full engagement lifecycle, including client communication, relationship building, technical direction, deliverable review, and timely feedback to team members
- Serve as a trusted advisor to a broad range of clients, translating complex valuation and corporate finance analyses into clear, actionable insights
- Direct complex financial analyses, valuation models, research, and ad hoc modeling that support informed client decisions
- Manage engagement and proposal risk in alignment with Firm expectations
- Contribute to business development through client presentations, industry and technical conferences, and collaboration with practice leadership on new client strategies
- Recruit, train, mentor, and provide meaningful feedback to junior professionals while supporting their continued development
Requirements
- Bachelor’s degree in Accounting, Economics, Finance, Business Administration, or a related field
- Certified Financial Analyst (CFA) or Accredited Senior Appraiser (ASA) strongly preferred
- 7+ years of progressive experience leading complex financial & valuation analyses and building financial models in a public accounting or consulting environment
Skills
- Strong research and analytical capabilities, including the ability to address complex valuation issues
- Exceptional client relationship, communication, technical writing, and presentation skills
- Ability to manage relationships across multiple levels while delivering responsive client service
- Demonstrated leadership