Valuation Services Manager: Lead with Innovation & AI

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

Job summary

Cherry Bekaert LLP seeks a Manager in Valuation Services to lead complex engagements, guide teams, and deliver client-focused valuation solutions across pre-deal, financial reporting, and tax valuations.

You will mentor staff, drive innovation through AI-enabled valuation tools, collaborate across service lines, and contribute to business development and market expansion while upholding the firm's values.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business Administration, or a related field.
• CFA and/or ASA credential preferred.
• 5+ years of valuation experience in public accounting, consulting, investment banking, or similar professional services environment.
• Demonstrated expertise across multiple valuation disciplines, including pre-deal valuation, purchase price allocations, tax valuation, portfolio valuation, and asset or goodwill impairment analyses.
• Advanced financial modeling, accounting, corporate finance, and analytical capabilities.
• Experience managing multiple projects and delivering high-quality work in fast-paced environments with competing priorities.
• Working knowledge of AI technologies and platforms, with a passion for leveraging innovative tools to enhance valuation analyses and engagement delivery.

Responsibilities

• Lead and manage valuation engagements from planning through delivery for external clients and internal audit support initiatives
• Serve as the day-to-day project leader across a diverse portfolio of valuation services, including pre-deal valuation, financial reporting, tax valuation, and portfolio valuation engagements
• Partner with practice leadership on business development initiatives, client relationship growth strategies, and market expansion opportunities
• Represent the firm through presentations, industry conferences, seminars, and thought leadership activities
• Identify and manage project risks while maintaining high-quality client service and engagement profitability
• Mentor, coach, and develop professionals across the valuation team, providing ongoing guidance, performance feedback, and career development support
• Evaluate staff performance through engagement reviews and year-end assessment processes
• Help drive innovation by identifying opportunities to integrate technology and AI-enabled solutions into valuation processes and client engagements
• Collaborate with colleagues across service lines to deliver comprehensive solutions that address client needs

Skills

Valuation expertise

Financial modeling

Project management

AI knowledge

Client relationship

Education

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

CFA or ASA preferred

Job description

Cherry Bekaert LLP seeks a Manager in Valuation Services to lead complex engagements, guide teams, and deliver client-focused valuation solutions across pre-deal, financial reporting, and tax valuations.

You will mentor staff, drive innovation through AI-enabled valuation tools, collaborate across service lines, and contribute to business development and market expansion while upholding the firm's values.