Valuations Senior Manager

S&W Group; Greater London; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Cycle to work scheme

Season ticket loan

Eye care support

Job summary

S&W in the UK is seeking a Valuations Senior Manager to lead analysis, execution, and reporting of valuations across shares, companies, and other financial instruments. You will manage client relationships and team members while contributing to business development across London, Birmingham, Newcastle, and Cambridge.

As a senior leader, you will establish work scopes, plan budgets, write and review reports, and lead client meetings.

Qualifications

• Significant experience of business valuations within a leading advisory firm with international clients.
• Extensive experience of valuation methodologies and modelling for diverse uses including accounting and growth shares.
• Up-to-date knowledge of key valuation methodologies and best practice modelling.
• Experience managing a team of junior valuers.
• Strong MS Office skills (Excel, Word, PowerPoint) for building valuation models and reports.
• Ability to develop industry contacts and business development skills.

Responsibilities

• Establishing and communicating work scopes and budgets for valuation engagements.
• Writing and reviewing valuation reports and presenting to clients.
• Leading client meetings and coordinating cross-department collaboration.
• Researching industry trends, comparable companies and acquisitions.
• Supporting business development and pitches.

Skills

Valuation experience

Team leadership

Client relationship management

Business development

Communication skills

Education

Degree level or equivalent

CFA or ACA/CA/ACCA

Tools

Excel

Word

PowerPoint

Valuation modelling software

Job description

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.

Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.

Job Description

What will you be doing?

We’re looking for a talented individual to take a lead role in the analysis, execution, and reporting of valuations across shares, companies, and other financial instruments. This position offers the opportunity to manage both client relationships and team members, while also contributing to business development initiatives.

This is an exciting opportunity to be part of a dynamic and expanding team that will provide exposure to a diverse range of clients, sectors, and valuation projects. We’re recruiting acrossLondon, Birmingham, Newcastle, and Cambridge, offering you the chance to contribute to high-impact work in a collaborative environment.

As Valuations Senior Manager, your responsibilities will include among others

• Establishing and communicating work scopes
• Planning and preparation of budgets
• Writing/reviewing reports
• Responsibility for client meetings
• Researching industry trends, comparable companies and acquisitions
• Marketing:

Networking and maintaining industry contacts

• Maintenance of team credentials database
• Assistance in preparing for work pitches

Supervision, development, appraisal of staff - as required when junior staff are utilised

Cross-selling and liaison with other departments:

• Working alongside colleagues from other departments
• Maintaining cross-divisional contacts

Qualifications

To be successful in this role, you should

• Significant experience of business valuations gained within a leading advisory firm with international coverage and clients.
• Extensive experience of valuation methodologies and modelling and first-class valuation technical skills. History of providing these in a range of sectors and for a number of uses, including for accounting and commercial purposes such as share options, derivatives and growth shares.
• Up-to-date working knowledge of key valuation methodologies and best practice modelling.
• Experience of managing a team of junior valuers.
• Excel, Word and PowerPoint skills – in the creation of our valuation models and in preparing relevant reports, a high competency in these formats is vital to provide a robust and creative output. Experience in business development and willingness to develop these skills.
• An ability to generate contacts within the industry and a willingness to develop such contacts.
• Excellent communication skills both written and oral.

Professional Qualifications and Education

• Educated to degree level or equivalent.
• Completion or working towards a relevant professional qualification e.g. CFA or Chartered Accountant (ACA/CA/ACCA).

Additional Information

As a colleague here at S&W you will have access to benefits that include

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.