Valuations Senior Manager

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.

Qualifications

• 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.