Valuation Strategy Manager | Lead Deals & Innovation

Financeroles; Chicago (IL); Sur place; USD 117 000 - 188 000; Plein temps

Résumé du poste

Cherry Bekaert, a leading accounting and advisory firm, is seeking a Manager to join its Valuation Services team in the United States. The role focuses on managing complex valuation engagements, mentoring professionals, and driving business development opportunities while embracing innovative AI-enabled valuation approaches.

The ideal candidate brings 5+ years of valuation experience, strong financial modeling and accounting skills, and a client-focused mindset.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business Administration, or a related field.
• CFA and/or ASA credential preferred.
• 5+ years of experience performing valuation services within public accounting, consulting, investment banking, or a 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.
• Proven ability to build relationships, collaborate effectively with clients and colleagues, and contribute to business development efforts.

Responsabilités

• 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.

Connaissances

Financial modeling

Accounting knowledge

Corporate finance

Analytical skills

Leadership

Formation

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

CFA and/or ASA credential preferred

Description du poste

Cherry Bekaert, a leading accounting and advisory firm, is seeking a Manager to join its Valuation Services team in the United States. The role focuses on managing complex valuation engagements, mentoring professionals, and driving business development opportunities while embracing innovative AI-enabled valuation approaches.

The ideal candidate brings 5+ years of valuation experience, strong financial modeling and accounting skills, and a client-focused mindset.