Manager, Valuations
Core
Lead end-to-end complex valuation engagements for financial reporting, tax, M&A, and litigation support, serving clients including startups, public/private companies, and PE firms.
Role type
Manager, Valuation and Forensics
Builds
Defensible valuation reports and financial models for audit, tax, and transaction advisory clients
Domain
Professional Services / Business Valuation / Accounting
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Business valuation methodologies (Income, Market, Asset approaches), Financial modeling (DCF, Black-Scholes, Monte Carlo), ASC 805/350/718/409A/820 compliance, External review defense, Team leadership, Client management, Advanced Excel, Market data sourcing (Bloomberg, Capital IQ)
Preferred skills
ASA/CFA/ABV/CVA designations, Big 4 or national firm experience, GAAP/IFRS audit support, Thought leadership
Technologies
Excel, Bloomberg, S&P Capital IQ, AI-enabled tools
Responsibilities
Manage and mentor staff/senior analysts on valuation projects; Review and coach consultants; Build and defend financial models across multiple approaches; Resolve external review questions with auditors/IRS; Network to grow business and identify whitespace opportunities; Manage engagement economics (billing, utilization, A/R); Contribute to practice thought leadership and innovation.
Seniority
Manager, hands-on IC with leadership responsibilities