Strategic Valuation Leader — Pre-Deal & Modeling

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

Job summary

Cherry Bekaert LLP in the United States is seeking a Senior Manager in Valuation to guide clients through complex pre-deal analyses, value opinions, and advanced modeling. This role expands beyond traditional deliverables with strategic advisory and client relationship leadership.

You will lead engagements, mentor junior professionals, and collaborate with practice leadership on new client strategies while traveling as needed.

Qualifications

• Bachelor’s degree required in accounting, economics, finance, business administration or related field.
• CFA or ASA strongly preferred.
• 7+ years of progressive experience leading complex valuation analyses and building financial models in a public accounting or consulting environment.
• Strong research and analytical capabilities with 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, <20%

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

Relationship management

Financial modeling

Strategic advisory

Technical writing

Presentation skills

Education

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

Tools

Excel

Job description

Cherry Bekaert LLP in the United States is seeking a Senior Manager in Valuation to guide clients through complex pre-deal analyses, value opinions, and advanced modeling. This role expands beyond traditional deliverables with strategic advisory and client relationship leadership.

You will lead engagements, mentor junior professionals, and collaborate with practice leadership on new client strategies while traveling as needed.