Valuation Services Manager: Lead, Innovate, Grow

Cherry Bekaert LLP; Atlanta (GA); On-site; USD 117,000 - 188,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental, and vision care

Disability and life insurance

Paid Time Off

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert LLP in Atlanta is seeking a Manager to join our Valuation Services team. You will lead and manage valuation engagements from planning through delivery for external clients and internal audit support.

This role emphasizes mentorship, client development, and innovation, with exposure to pre-deal analyses, portfolio valuation, tax valuation, and the use of AI-enab enabled tools to enhance engagement delivery.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business Administration, or a related field.
• CFA and/or ASA credential preferred.
• 5+ years of valuation services experience in public accounting, consulting, or related professional services.
• Expertise across multiple valuation disciplines: pre-deal, PPA, tax, portfolio, impairment analyses.
• Advanced financial modeling and analytical capabilities.
• Experience managing multiple projects in fast-paced environments.
• Working knowledge of AI technologies and platforms to enhance valuation analyses.
• Proven ability to build relationships and contribute to business development.

Responsibilities

• Lead and manage valuation engagements from planning through delivery for external clients and internal audit support.
• Serve as the day-to-day project leader across valuation services including pre-deal valuation, financial reporting, tax valuation, and portfolio valuation.
• Partner with leadership on business development, client relationships, and market expansion strategies.
• Represent the firm through presentations, industry conferences, and thought leadership.
• Identify and manage project risks while maintaining high-quality client service and engagement profitability.
• Mentor, coach, and develop professionals across the valuation team with ongoing guidance and feedback.
• Evaluate staff performance through engagement reviews and year-end assessments.
• Drive innovation by integrating AI-enabled solutions into valuation processes and client engagements.
• Collaborate with colleagues across service lines to deliver comprehensive client solutions.

Skills

Valuation experience

Financial modeling

Client relationship building

Team leadership

AI in valuation

Business development

Education

Bachelor's degree in Accounting/Finance or related field

CFA and/or ASA credential preferred

Job description

Cherry Bekaert LLP in Atlanta is seeking a Manager to join our Valuation Services team. You will lead and manage valuation engagements from planning through delivery for external clients and internal audit support.

This role emphasizes mentorship, client development, and innovation, with exposure to pre-deal analyses, portfolio valuation, tax valuation, and the use of AI-enab enabled tools to enhance engagement delivery.