Valuation Manager

Manager – Business Valuations

Key Responsibilities:

• Engagement Leadership:

• Manage and review multiple valuation and consulting engagements for financial reporting, tax planning, compliance, and transaction advisory purposes, including:
• IRC 409A equity valuations
• ASC 718 share-based compensation
• ASC 820 fair value measurements
• Gift and estate tax valuations

• Technical Oversight:

• Oversee the development and application of financial models using Market, Income, and Cost Approaches, including DCF models and public/private comparables.

• Allocation Methodologies:

• Supervise the application of allocation methodologies such as the Option Pricing Method (OPM), Probability-Weighted Expected Return Method (PWERM), and Current Value Method (CVM) for multi-class equity structures.

• Research & Analysis:

• Guide research on industry, market, and comparable company data using databases such as CapIQ, PitchBook, and DealStats to support valuation conclusions.

• Report Review & Quality Control:

• Review and finalize comprehensive valuation reports, including company overviews, industry analysis, financial analysis, and conclusion of value.

• Client Management:

• Serve as a trusted advisor to clients, managing communications, addressing complex questions, and delivering strategic insights based on financial analysis and valuation findings.

• Team Leadership:

• Mentor and develop junior team members through training, feedback, and performance reviews. Foster a collaborative and high-performance team culture.

• Compliance & Standards:

• Ensure all valuation work adheres to relevant standards such as USPAP, AICPA guidelines, and internal quality control procedures.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s degree or MBA preferred)
• Professional certifications such as CFA, ASA, CPA, or ABV strongly preferred
• 5–7+ years of experience in business valuation, with increasing levels of responsibility
• Strong expertise in 409A valuations, DCF modeling, and fair value reporting (ASC 820, ASC 718)
• Advanced proficiency in Excel and valuation tools; experience with databases like CapIQ, PitchBook, and DealStats
• Excellent written and verbal communication skills, with the ability to present complex concepts to both technical and non-technical audiences
• Demonstrated leadership and project management skills