Business Valuation Manager

SantoSelect; Phoenix (AZ); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision plans

401(k) plan with company matching

Flexible Paid Time Off (PTO) policy

Formal professional Development Program

Company Wellness Program

Job summary

A distinguished financial advisory firm is seeking a Business Valuation Manager in Phoenix, AZ. In this mid-senior level role, you will lead a team of analysts and oversee complex valuation projects, ensuring high-quality analytical outputs. You will engage with clients to defend valuation conclusions and manage processes from scoping to delivery. A bachelor's degree in finance or a related field, along with five years of valuation experience and relevant professional designations are required. Join us for a competitive salary, comprehensive benefits, and growth opportunities.

Qualifications

• Minimum of five years in business valuation at a professional services firm.
• Must hold accreditation such as ASA, CVA, or ABV.
• Expert-level Excel proficiency including complex functions and model auditing.

Responsibilities

• Manage and mentor a team of valuation analysts.
• Direct the lifecycle of valuation engagements from scoping to report delivery.
• Conduct meticulous reviews of valuation models for accuracy.

Skills

Financial modeling

Proficient in Microsoft Excel

Strong analytical skills

Exceptional attention to detail

Effective communication

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

MBA or Master’s in Finance

Tools

Valuation software

QuickBooks

Job description

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This range is provided by SantoSelect. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$110,000.00/yr - $140,000.00/yr

About the Firm

Join a distinguished and rapidly growing financial advisory firm where expertise meets innovation. We specialize in delivering sophisticated business valuation, litigation support, and financial consulting services to a diverse clientele, ranging from privately held businesses to legal entities. Our reputation is built on analytical rigor, unwavering integrity, and a commitment to providing clear, defensible insights that drive critical decisions. We invest deeply in our team's success through structured development programs, a collaborative culture, and a comprehensive suite of benefits designed to support your professional growth and personal well-being.

Position Overview

We are seeking an experienced and detail-oriented Business Valuation Manager to lead our valuation practice. This critical role involves managing a team of analysts, overseeing the end-to-end execution of complex valuation engagements, and ensuring the delivery of high-quality, accurate, and timely reports. The ideal candidate is a strategic thinker with deep technical expertise in valuation methodologies, exceptional project management skills, and a proven ability to mentor staff. You will serve as a key client‑facing leader and internal expert, applying advanced analytical techniques to determine the fair market value of businesses, intangible assets, and securities for purposes including mergers and acquisitions, tax planning, financial reporting, and litigation.

Key Responsibilities

• Project & Team Leadership: Manage, mentor, and develop a team of valuation analysts. Plan and delegate project tasks, oversee workflow, and ensure efficient resource allocation to meet deadlines and client expectations.
• Engagement Management: Direct the full lifecycle of valuation engagements, from initial scoping and planning through to final report delivery. Ensure all work products adhere to the highest standards of quality, professional ethics, and relevant standards (USPAP, IRS, etc.).
• Technical Analysis & Modeling: Perform and direct advanced financial modeling, including discounted cash flow (DCF), market multiple, and transaction analyses. Develop and justify key assumptions related to revenue projections, expense structures, discount rates, and terminal values.
• Financial Data Analysis: Conduct in-depth analysis of historical and projected financial statements, tax returns, industry reports, and economic data to form the foundation of valuation conclusions.
• Report Oversight & Quality Control: Conduct meticulous reviews of valuation models, workpapers, and draft reports to ensure analytical soundness, mathematical accuracy, logical consistency, and clarity of communication. The final deliverable must be client‑ready and nearly error‑free.
• Advanced Valuation Application: Apply complex valuation concepts appropriately, including discounts for lack of control (DLOC) and lack of marketability (DLOM), and analyze holding company structures.
• Market & Industry Research: Utilize proprietary and third‑party databases (e.g., DealStats, Pratt’s Stats, Capital IQ) to research guideline public companies, precedent transactions, and industry benchmarks to support valuation positions.
• Client & Stakeholder Communication: Interface directly with clients, attorneys, and CPAs to explain methodologies, present findings, and defend valuation conclusions in a professional and confident manner.

Qualifications & Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related business field is required; an MBA or Master’s in Finance is a strong plus.
• A minimum of five (5) years of progressive, hands‑on experience in business valuation within a professional services firm (valuation shop, accounting firm, investment bank, or boutique advisory).
• Required Professional Designation: Must hold at least one recognized accreditation such as Accredited Senior Appraiser (ASA), Certified Valuation Analyst (CVA), Accredited in Business Valuation (ABV), or similar (CBA, CFE, CFF).
• Advanced Technical Proficiency: Expert‑level mastery of Microsoft Excel, including complex functions, data tables, sensitivity analysis, and model auditing. Experience with specialized valuation software is advantageous.
• Strong Financial Acumen: Intermediate to advanced proficiency in analyzing corporate tax returns (1120, 1120S, 1065), financial statements (GAAP/Non‑GAAP), and accounting principles. Familiarity with QuickBooks is beneficial.
• Exceptional Attention to Detail: A proven track record of producing precise, accurate work with the ability to identify and correct subtle errors in complex financial models and narrative reports.
• Superior Communication Skills: Outstanding business writing ability to craft clear, concise, and persuasive valuation reports. Strong verbal skills for effective team collaboration and client presentations.

Why Join Us?

• Health & Financial Security: Comprehensive medical, dental, and vision plans; GAP and supplemental benefits, plus life/AD&D and short‑ & long‑term disability insurance.
• Wealth Building: Competitive salary with a clear, performance‑based bonus structure and a 401(k) plan with company matching.
• Time & Flexibility: A flexible Paid Time Off (PTO) policy that includes sick time, promoting a healthy work‑life balance.
• Growth & Recognition: A formal professional Development Program, an Incentive Program rewarding exceptional contributions, and a Company Wellness Program focused on holistic well‑being.
• Career Trajectory: This is a high‑visibility role with a clear path to Senior Manager and Director levels, offering the opportunity to shape the future of the practice.

To be considered, please submit your resume and a cover letter detailing your relevant valuation experience and professional designations.

Skills: fits, organization, business valuation, user requirements, written communication, communication, usability, valuation, skills, communication skills

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales

Industries

Professional Services

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