Senior Manager, Pre-Deal Valuation & Strategy Lead

Cherry Bekaert LLP; Charlotte (NC); On-site; USD 156,000 - 250,000; Full time

Job summary

Cherry Bekaert LLP is seeking a Senior Manager in Valuation to lead strategic and traditional valuation engagements, delivering pre‑deal analyses, value opinions, and complex modeling for diverse clients.

You will manage the full engagement lifecycle, maintain client relationships, and contribute to business development while mentoring junior professionals. Travel may be required to serve client needs.

Qualifications

• Bachelor's degree in Accounting, Economics, Finance, Business Administration, or a related field.
• CFA or ASA strongly preferred.
• 7+ years of progressive experience leading complex financial & valuation analyses and building financial models in a public accounting or consulting environment.
• Strong research and analytical capabilities, including ability to address complex valuation issues.
• Exceptional client relationship, communication, technical writing, and presentation skills.
• Ability to travel as needed to support client/firm needs, expected.
• Demonstrated leadership, recruiting, training, and mentoring capabilities.

Responsibilities

• Lead strategic and traditional valuation engagements, including pre‑deal analyses, value opinions, calculations of value, business enterprise valuations, purchase price allocations, impairment analyses, tax valuations, complex financial instruments, and litigation matters
• Manage the full engagement lifecycle, including client communication, relationship building, technical direction, deliverable review, and timely feedback to team members
• Serve as a trusted advisor to a broad range of clients, translating complex valuation and corporate finance analyses into clear, actionable insights
• Direct complex financial analyses, valuation models, research, and ad‑hoc modeling that support informed client decisions
• Manage engagement and proposal risk in alignment with Firm expectations
• Contribute to business development through client presentations, industry and technical conferences, and collaboration with practice leadership on new client strategies
• Recruit, train, mentor, and provide meaningful feedback to junior professionals while supporting their continued development

Education

Bachelor's degree in Accounting, Economics, Finance, Business Administration, or related field

CFA or ASA certification

7+ years of valuation experience

Strong research & analytical capabilities

Excellent client relationship, communication, writing, and presentation

Ability to travel

Leadership, recruiting, training and mentoring

Job description

Cherry Bekaert LLP is seeking a Senior Manager in Valuation to lead strategic and traditional valuation engagements, delivering pre‑deal analyses, value opinions, and complex modeling for diverse clients.

You will manage the full engagement lifecycle, maintain client relationships, and contribute to business development while mentoring junior professionals. Travel may be required to serve client needs.