Senior Valuation Manager — Hybrid & Strategic Advisory

Cherry Bekaert; Waltham (MA); Hybrid; USD 156,000 - 250,000; Full time

Job summary

Cherry Bekaert is seeking a Senior Manager in Valuation Services in the U.S. with hybrid flexibility across our footprint. The role focuses on leading valuation projects, developing staff, and delivering high-quality financial analyses for middle-market clients.

You will supervise professionals, coordinate with audit teams and regulators, and contribute to business development. Strong technical writing and communication skills are essential for success.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• Valuation credential or demonstrated progress towards a valuation credential such as CFA, ABV or ASA
• Minimum 7 years of demonstrated progressive experience delivering valuation services in a public accounting and/or consulting environment
• Valuation of businesses, business interests, and intangible assets for ASC 350, ASC 360, ASC 718, and ASC 815; complex securities and embedded derivatives; estate and gift tax and charitable contributions; IRC 165, IRC 280, IRC 367, IRC 382, IRC 409A, and IRC 861
• Firsthand experience in running complex financial models
• Strong research and analytical skills; ability to solve complex valuation issues
• Technical skills a priority: Excel, financial modeling, model validation, model building and business writing
• Experience assisting audit teams with reviews of valuation for financial reporting
• Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships
• Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills

Responsibilities

• Plan, organize, conduct, manage, and oversee valuation projects and services in business valuation analysis, industry research, and related investigative services
• Understand and manage firm risk on projects and proposals
• Supervise, train, and mentor more junior professionals on valuation of financial instruments and related services. Assess the performance of staff as part of engagement and year-end reviews
• Work closely with audit teams and regulators
• Work closely with Partners and staff on client management, practice development, and business development processes
• Participate in conducting presentations and seminars

Skills

Financial modeling

Leadership

Client service

Research and analytics

Communication skills

Mentoring

Excel

Model validation

Education

Bachelor’s degree in Finance/Accounting/ Economics/ Business Administration or related field

Tools

Excel

Job description

Cherry Bekaert is seeking a Senior Manager in Valuation Services in the U.S. with hybrid flexibility across our footprint. The role focuses on leading valuation projects, developing staff, and delivering high-quality financial analyses for middle-market clients.

You will supervise professionals, coordinate with audit teams and regulators, and contribute to business development. Strong technical writing and communication skills are essential for success.