Valuation Manager - Lead Engagements & Client Growth

CFA Institute; Chicago (IL); On-site; USD 110,000 - 155,000; Full time

Job summary

Baker Tilly is seeking a Valuation Manager to lead and manage valuation engagements, oversee financial and valuation analyses, and deliver high-quality advisory services to clients. The role emphasizes developing teams, strengthening client relationships, and supporting business development within the growing valuation practice.

The successful candidate will guide projects from planning through completion, apply technical valuation expertise, and contribute to firm growth while ensuring

Qualifications

• Bachelor’s degree required; MBA or advanced degree preferred.
• Minimum 5 years valuation or related financial advisory experience.
• Strong understanding of fair value measurement and U.S. GAAP financial reporting (ASC 820).

Responsibilities

• Lead and manage multiple valuation engagements from planning to completion with high-quality deliverables.
• Perform and oversee financial statement analysis, valuation analyses, and preparation of valuation reports.
• Conduct interviews and site visits to understand client businesses and value drivers.
• Apply valuation methodologies and financial data to identify trends, risks, and opportunities.
• Define engagement scope, manage resources and timelines, and ensure budget realization.

Skills

Valuation experience

Financial modeling

GAAP/ASC 820 knowledge

Leadership

Client communication

MS Excel

Education

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

MBA or other advanced degree preferred

Tools

Excel

PowerPoint

Word

Job description

Baker Tilly is seeking a Valuation Manager to lead and manage valuation engagements, oversee financial and valuation analyses, and deliver high-quality advisory services to clients. The role emphasizes developing teams, strengthening client relationships, and supporting business development within the growing valuation practice.

The successful candidate will guide projects from planning through completion, apply technical valuation expertise, and contribute to firm growth while ensuring