Business Valuation Manager

Our client is seeking a highly motivated Business Valuation Manager for an exciting direct hire opportunity! This Business Valuation Manager will report to the Business Valuation Partner. This role will oversee all duties and responsibilities performed by the analyst and senior analyst, while also contributing to staff reviews, client communications, and the management of accounts receivable and billing. The manager will be instrumental in guiding valuation methodology selection, performing analysis, and providing rationale for valuation decisions.

MAJOR RESPONSIBILITIES

• Manage staff, assign tasks, and oversee workflow for valuation projects.
• Direct work efforts to ensure quality and timely completion of deliverables.
• Apply advanced valuation concepts and methodologies in engagements.
• Review valuation models and reports for accuracy, ensuring they are nearly error-free.
• Perform valuation and projection modeling, applying appropriate assumptions and calculations.
• Analyze tax returns, financial statements, and other financial data to support valuation conclusions.
• Utilize industry and market transaction resources to support valuation analyses.
• Apply appropriate discount concepts, including lack of control and marketability, to valuations.

KNOWLEDGE, SKILLS, AND ABILITIES

• Advanced understanding of valuation concepts and projection modeling.
• Intermediate proficiency with QuickBooks and knowledge of various tax returns and financial statements.
• Advanced proficiency with Excel, including complex formulas and modeling tools.
• Strong attention to detail with the ability to identify and correct errors in valuation work.
• Basic understanding of discount concepts and holding company valuations.
• Intermediate understanding of industry and market transaction resources.
• Intermediate understanding of discount for lack of control and marketability.
• Intermediate-level statistical analysis skills.
• Strong writing skills with an ability to produce professional, accurate reports.

EDUCATION AND EXPERIENCE:

• Bachelor’s Degree in Accounting, Finance, or Business.
• At least one professional designation in valuation or forensic services (e.g., CVA, ABV, ASA, CBA, CFE, CFF).
• Minimum of five years’ experience in valuation work.