Transaction Advisory and Valuation Manager

Wilke CPAs & Advisors; Pittsburgh (Allegheny County); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Transaction Advisory and Valuation Manager to join their dynamic team. This full-time role offers the chance to conduct detailed financial due diligence and lead valuation engagements while managing client relationships. Ideal candidates will possess a strong entrepreneurial spirit and excellent communication skills, contributing to a collaborative environment. The position provides opportunities for hybrid or remote work, making it suitable for self-motivated individuals eager to grow their client portfolio. Join a forward-thinking firm that values your professional journey and fosters growth through challenging yet rewarding work.

Qualifications

• 3+ years of project management experience preferred.
• Transaction Advisory or Valuation experience is a plus.

Responsibilities

• Conduct buy-side and sell-side financial due diligence.
• Manage client relationships and identify opportunities for additional services.
• Build valuation models using accepted approaches.

Skills

Financial Due Diligence

Valuation Engagements

Project Management

Communication Skills

Entrepreneurial Drive

Education

Bachelor's in Business or Accounting

Master's Degree

Job description

Advance your career with Wilke CPAs & Advisors

We are seeking talented professionals who find work challenging and rewarding and want to develop their client portfolio in an entrepreneurial environment. We are looking for individuals who are self-motivated and excel in teamwork. Candidates should have exceptional communication skills and a strong entrepreneurial drive. Additionally, Transaction Advisory and Valuation Managers may have the option for hybrid/remote work opportunities.

At Wilke CPAs & Advisors, we understand that change can be challenging, but it is also a constant source of growth and reward. We look forward to being a part of your professional journey.

If you're interested in the Transaction Advisory and Valuation Manager position, please reach out to us.

Transaction Advisory and Valuation Manager

This full-time role involves conducting buy-side and sell-side financial due diligence, leading valuation engagements, and managing client relationships. While we prefer candidates with at least 3 years of project management experience, we welcome applications from individuals who demonstrate entrepreneurial traits such as passion, self-starting attitude, excellent communication skills, flexibility, vision, and confidence.

Expectations for consideration

• Perform buy-side and sell-side financial due diligence for private equity and corporate clients.
• Assess the quality of earnings, key risk areas, cash flows, potential liabilities, and working capital of the subject company.
• Communicate findings and present to the client executive team.
• Conduct valuation engagements following AICPA and IRS guidelines for various purposes, including tax, litigation, M&A, and financial reporting.
• Build valuation models using accepted Income, Market, and Asset approaches.
• Collaborate with clients and advisors to understand their business and industry, applying this knowledge to valuation projects.
• Present valuation conclusions and key drivers to clients and their advisors.
• Assist business owners in developing exit and succession plans.
• Plan and execute risk management projects to serve client needs.
• Coordinate with team members throughout engagement phases, including deliverables, communication, staffing, and scheduling.
• Manage client relationships and identify opportunities for additional services.
• Demonstrate strong communication skills and the ability to work independently.

Qualifications:

• BA or BS in Business, Accounting, or related field; Master’s degree preferred.
• 3+ years of professional project management experience.
• Transaction Advisory or Valuation experience is a plus.
• Knowledge of professional standards, legal, and regulatory requirements.
• Willingness to travel as needed.

Salary range commensurate with experience.

We value maintaining positive client relations, confidentiality, and clear communication.