Senior Manager, Strategic Valuation & Advisory

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

Benefits offered by this job

Annual bonus

Medical, dental, and vision insurance

Paid time off

Job summary

Cherry Bekaert LLP in Dallas, TX, is seeking a Senior Manager, Valuation to lead complex valuation engagements, deliver pre-deal analyses, and provide strategic advisory to clients across industries. You will manage client relationships and guide junior professionals while contributing to business development.

Ideal candidates hold a Bachelor's degree in Accounting, Economics, Finance, or related field, with 7+ years of senior valuation experience and CFA or ASA preferred.

Qualifications

• 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 the ability to address complex valuation issues.
• Exceptional client relationship, communication, technical writing, and presentation skills.

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

Skills

Valuation leadership

Client relationship management

Financial modeling

Strategic advisory

Communication skills

Team mentoring

Education

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

CFA or ASA preferred

Job description

Cherry Bekaert LLP in Dallas, TX, is seeking a Senior Manager, Valuation to lead complex valuation engagements, deliver pre-deal analyses, and provide strategic advisory to clients across industries. You will manage client relationships and guide junior professionals while contributing to business development.

Ideal candidates hold a Bachelor's degree in Accounting, Economics, Finance, or related field, with 7+ years of senior valuation experience and CFA or ASA preferred.