Senior Manager leading valuation services for corporate finance analyses at Cherry Bekaert. Managing projects, supervising staff, and providing financial advisory services to clients.
Responsibilities
Plan, organize, conduct, manage, and oversee projects and services in business valuation analysis, industry research, and related investigative services
Understand and manage firm risk on projects and proposals
Supervise, train, and mentor more junior professionals on valuation of financial instruments and related services
Assess the performance of staff as part of engagement and year-end reviews
Work closely with audit teams and regulators
Work closely with Partners and staff on client management, practice development, and business development processes
Participate in conducting presentations and seminars
Requirements
Bachelors in Finance, Accounting, Economics, Business Administration, or related field
Valuation credential or demonstrated progress towards a valuation credential such as CFA, ABV or ASA
Minimum 7 years of demonstrated progressive experience delivering valuation services in a public accounting and/or consulting environment
Valuation of businesses, business interests, and intangible assets for ASC 350, ASC 360, ASC 718, and ASC 815; complex securities and embedded derivatives; estate and gift tax and charitable contributions; IRC 165, IRC 280, IRC 367, IRC 382, IRC 409A, and IRC 861
Firsthand experience in running complex financial models
Strong research and analytical skills; ability to solve complex valuation issues
Technical skills a priority: Excel, financial modeling, model validation, model building and business writing
Experience assisting audit teams with reviews of valuation for financial reporting
Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships
Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills
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