Valuation Manager — Lead Advisory & Growth

Baker Tilly (US); Santa Rosa (CA); On-site; USD 110,000 - 155,000; Full time

Job summary

Baker Tilly in the United States (Santa Rosa, CA) is seeking a Valuation Manager to lead and manage valuation engagements, oversee analyses, and deliver high-quality advisory services. You will mentor staff, foster client relationships, and contribute to business development.

The ideal candidate has 5+ years in valuation, strong GAAP/ASC 820 knowledge, and solid financial modeling skills. Collaboration across offices and a focus on growth are key components of this role.

Qualifications

• Bachelor's degree in finance, accounting, economics, business, or related field required; MBA or advanced degree preferred.
• Minimum of 5 years of valuation or related financial advisory experience.
• Strong understanding of fair value measurement principles and US GAAP financial reporting (ASC 820).
• Experience with purchase price allocations, business enterprise valuations, intangible asset valuations, goodwill and long-lived asset impairment testing.
• Knowledge of income, market, and cost valuation approaches.
• Strong financial modeling skills; ability to analyze historical and projected financials.
• CFA, ASA, CVA or ABV designation preferred.
• Experience managing multiple engagements and leading teams.
• Experience supporting mid-market clients.
• Excellent written and verbal communication; leadership and relationship-building.
• Proficiency with Excel and MS Office.

Responsibilities

• Lead and manage multiple valuation engagements from planning through completion with high-quality deliverables.
• Perform financial statement analysis, valuation analyses, research, and prepare valuation reports.
• Conduct management interviews and site visits to understand client businesses.
• Apply valuation methodologies and accounting principles to identify trends and insights.
• Define engagement scope, manage resources and timelines, and ensure budget attainment.
• Ensure compliance with professional standards and regulations.
• Serve as trusted advisor with technical valuation expertise.
• Provide leadership, coaching and mentorship to team members.
• Identify process improvements and opportunities to increase efficiency and client experience.
• Contribute to business development via proposals, presentations and thought leadership.
• Build strong client relationships and collaborate across offices.

Skills

Valuation experience

GAAP knowledge

Financial modeling

Income approach

Market approach

Cost approach

PPA (Purchase price allocations)

Intangible asset valuations

Goodwill impairment testing

Long-lived asset impairment testing

Professional designations (CFA/ASA/CVA

Leadership / project management

Communication skills

Excel

MS Office (Word, PowerPoint, Outlook)

Education

Bachelor's degree in finance, accounting, economics, business, or related field

MBA or advanced degree preferred

Tools

Excel

PowerPoint

Outlook

Word

Job description

Baker Tilly in the United States (Santa Rosa, CA) is seeking a Valuation Manager to lead and manage valuation engagements, oversee analyses, and deliver high-quality advisory services. You will mentor staff, foster client relationships, and contribute to business development.

The ideal candidate has 5+ years in valuation, strong GAAP/ASC 820 knowledge, and solid financial modeling skills. Collaboration across offices and a focus on growth are key components of this role.