What are the responsibilities and job description for the Valuation Manager position at BerryDunn?
Overview:
Skills:
About BerryDunn
The Valuation Manager is responsible for overseeing the valuation processes for various entities, client types, and assets, ensuring accuracy, compliance, and efficiency. This role involves managing workflow, driving results, demonstrating business acumen, providing exceptional client service, ensuring quality control, networking internally and externally, and developing others. The ideal candidate will have strong analytical skills, extensive experience in valuations, and a deep understanding of industry standards and regulations.
You Will:
- Lead engagement teams in the execution of complex projects that serve our clients’ critical valuation and financial consulting needs:
- Financial Reporting – You will work with clients to develop analyses required for the preparation of their financial statements, across a wide array of contexts (purchase price allocations, intangible asset impairment analyses, issuance of stock based compensation, etc.).
- Transaction Advisory Support – You will work on engagement teams assisting clients in key strategic decisions relating to mergers and acquisitions, divestitures, joint ventures, and other transactions.
- Trust & Estate Valuation – You will undertake valuations for succession planning, estate planning, and tax reporting purposes for gift and estate tax, transfer of assets, etc.
- ESOP Valuation – You will assist engagement teams in preparation of financial models to help advise clients with key decisions relating to feasibility, transaction structure, and ongoing valuation reporting needs.
- Perform in-depth client, industry, competitor and market research
- Develop, populate, and review complex valuation and financial projection models
- Perform complex enterprise valuation analyses of companies across a broad spectrum of size, industry, and business lifecycle phase
- Perform value allocation analyses for companies with complex capital structures
- Perform complex intangible asset and contingent liability analyses applying Option Pricing Method and other advanced methodologies
- Lead the engagement team in delivering on valuations, and direct all phases of planning and administration for those services
- Communicate with business owners, financial management, investors, lenders, legal teams and other parties to ensure delivery of exceptional client service.
Key Characteristics:
- Decisive and Confident: You enjoy evaluating situations, identifying solutions, and motivating people to act. You instinctively rally others and get joy and energy from trusting your instincts as you evaluate ideas and situations.
- Natural Decision-Maker: You quickly figure out the right course of action, making fast and surprisingly accurate assessments. You are good at rallying others to get on board with your bias for action.
- Trust: You are energized when other people trust your judgment, instincts, and assessment of things.
- Reaction: You seek engagement and confirmation that the things you advocate for are real and worthwhile.
Education: Bachelor’s degree in finance, economics, accounting, or a related field; advanced degree preferred.
Experience: Minimum of 5 years of experience in valuations, with a proven track record of managing valuation projects and teams.
Certifications: Professional certifications such as CFA, ASA, or similar are highly desirable.
Skills:
- Strong analytical and quantitative skills.
- Excellent communication and presentation abilities.
- Proficiency in valuation software and tools.
- Ability to work under pressure and meet tight deadlines.
- Strong leadership and team management capabilities.
Knowledge: In-depth understanding of valuation methodologies, industry standards, and regulatory requirements.
Attributes: Detail-oriented, proactive, and strategic thinker with a commitment to continuous improvement.
Compensation Details:
The base salary range targeted for this role is $110,000 - $140,000. This salary range represents BerryDunn’s good faith and reasonable estimate of the range of possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications in excess of the minimum requirements for this posting, that applicant is encouraged to apply and a final salary range may then be based on those additional qualifications; compensation decisions are dependent on the facts and circumstances of each case. The salary of the finalist selected for this role will be based on a variety of factors, including but not limited to, years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations.
BerryDunn Benefits & Culture:
Our people are what make BerryDunn special, and in return we strive to support our employees and help them thrive. Eligible employees have access to benefits that go beyond what’s expected to support their physical, mental, career, social, and financial well-being. Visit our website for a complete list of benefits and a look into our culture: Experience BerryDunn.
We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact careers@berrydunn.com to request an accommodation.
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.
About BerryDunn
BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. Led by CEO Sarah Belliveau, the firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at berrydunn.com.
BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm’s tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm.
“BerryDunn” is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. BDMP Assurance, LLP is a licensed independent CPA firm that provides attest services to its clients, and Berry, Dunn, McNeil & Parker, LLC and its subsidiary entities provide tax, advisory, and consulting services to their clients.
Salary : $110,000 - $140,000
