Valuation Senior Manager jobs in United States
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Cherry Bekaert · 7 hours ago

Valuation Senior Manager

Cherry Bekaert is among the largest accounting and consulting firms in the U.S., recognized for delivering innovative advisory, assurance, and tax services. They are seeking a Valuation Senior Manager to lead business valuation analysis, manage projects, and mentor junior professionals while providing financial advisory services to clients.

AccountingConsultingFinancial ServicesWealth Management
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Growth Opportunities
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Responsibilities

Plan, organize, conduct, manage, and oversee projects and services in business valuation analysis, industry research, and related investigative services
Understand and manage firm risk on projects and proposals
Supervise, train, and mentor more junior professionals on valuation of financial instruments and related services. Assess the performance of staff as part of engagement and year-end reviews
Work closely with audit teams and regulators
Work closely with Partners and staff on client management, practice development, and business development processes
Participate in conducting presentations and seminars

Qualification

Valuation credentialValuation of businessesFinancial modelingUS GAAPResearchAnalytical skillsTrainingLeadership skillsCommunication skillsPresentation skillsMentoring

Required

Bachelors in Finance, Accounting, Economics, Business Administration, or related field
Valuation credential or demonstrated progress towards a valuation credential such as CFA, ABV or ASA
Minimum 7 years of demonstrated progressive experience delivering valuation services in a public accounting and/or consulting environment
Valuation of businesses, business interests, and intangible assets for ASC 350, ASC 360, ASC 718, and ASC 815; complex securities and embedded derivatives; estate and gift tax and charitable contributions; IRC 165, IRC 280, IRC 367, IRC 382, IRC 409A, and IRC 861
Firsthand experience in running complex financial models
Strong research and analytical skills; ability to solve complex valuation issues
Technical skills a priority: Excel, financial modeling, model validation, model building and business writing
Experience assisting audit teams with reviews of valuation for financial reporting
Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships
Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills

Preferred

Proficiency in US GAAP and/or IFRS preferred
Experience managing multiple engagements and competing priorities in a dynamic and distributed team environment
Demonstrated proficiency in supporting/leading business development activities

Benefits

Annual bonus
Medical, dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave
Other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection

Company

Cherry Bekaert

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Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2024-12-16Acquired
2022-06-30Private Equity

Leadership Team

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John Bartz
Strategic Alliances Director
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