At Ubiquity, we live and breathe our mantra: Head, Heart, Hustle. This isn’t just a philosophy—it’s the foundation of who we are and what we do. As a Valuations Manager, you’ll embody this mantra every day, delivering exceptional service with expertise, empathy, and a drive to succeed.
What You’ll Do:
- Appropriately manage risk and ensure quality control procedures are being executed
- Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis
- Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm’s valuation services
- Demonstrate technical knowledge effectively through written and verbal communication
- Provide strategic insights to clients by evaluating financial risks and opportunities associated with their assets, businesses, or investments
- Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery
- Mentor and train new staff in areas of expertise and responsibility
- Oversee the financial aspects of valuation engagements, including budgeting, billing, and collections, to ensure profitability and efficiency
- Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement’s day-to-day tasks and activities
- Demonstrate knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
- Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparables, and scenario analysis
- Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements
- Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software
What We’re Looking For:
- Minimum 6 to 8 years of experience in business valuation, with at least 2 years in a supervisory or managerial capacity.
- Proven experience managing valuation projects related to transactions, financial reporting (e.g., purchase price allocations, impairment testing, equity-based compensation, complex securities), ESOPs, or estate & gift planning.
- Deep technical expertise in valuation modeling, including DCF, comparable company, intangible asset, and option pricing models.
- Strong analytical, organizational, and problem-solving skills with a high attention to detail.
- Excellent communication and presentation skills, with the ability to convey complex valuation concepts clearly and effectively.
- Proficiency in MS Office Suite (Excel, Word, PowerPoint) and familiarity with databases such as Capital IQ and Bloomberg.
- Demonstrated ability to lead, develop, and inspire a team of valuation professionals.
Why Join Us?
Head: Access to career development programs that help you grow professionally and personally.
Heart: Be part of a people-first culture that values your contributions and supports your aspirations.
Hustle: Thrive in a dynamic, fast-paced environment where your hard work and dedication are celebrated.
At Ubiquity, we’re more than a workplace—we’re a community that’s invested in your success. If you’re ready to make an impact and grow with us, experience how we bring Head, Heart, and Hustle to life every day.