Business Valuation - Senior Manager

The work location for this role is flexible, but due to the nature of the work, preference will be given to those located in the Pacific Northwest. Unfortunately, we are not able to hire those who live outside the U.S.

We are adding a Senior Manager to our Business Valuation (BV) team! Are you someone who gets excited and a little nerdy about valuation work, loves working with fun and smart people, and is ready to make your mark? This could be the role for you!

What you’ll be doing

Nobody works in a silo here, and Work Together isn’t just one of our core values, it’s literally how we operate daily. As a BV Senior Manager, you’ll collaboratively lead and execute challenging valuation engagements by participating in all aspects of valuation projects, from start to finish - letter of engagement through completed reports. You’ll use your strong analytical skills and understanding of business valuation methodologies to establish the value of businesses, business interests, and intangible assets for estate and gift planning, M&A and other transactions, business succession planning, disputes, litigation support, tax planning and compliance, financial reporting, and other corporate-related matters. All this variety keeps things exciting, and means that you will have to be flexible, creative, and nimble amid regular changes while demonstrating resilience to meet multiple deadlines.

You’ll research companies, their industries, and competitors, inspecting and analyzing financial statements and data to assess operational profitability and financial conditions. You’ll construct financial modelling to develop and review cash flow forecasts, perform benchmark analysis, and create the narrative report of your valuation analysis. From time to time, you will be called to confidently and competently testify in court proceedings.

The job is not all sitting behind a computer, pouring over data. Far from it! Success in Advisory Services depends on the ability to cultivate strong relationships and having a keen eye for opportunities to lend additional value to our clients. Business development will be a large part of your role, which will entail attending industry events or mixers, writing industry specific blog posts, and getting involved in local business groups (Estate Planning Council, OEN, etc.)

Finally, this is a supervisory role, so you’ll mentor other members of the team on all of the above.

Requirements

What makes you a fit for this role?

• ABV or ASA credential is required; CFF, CFA, or CPA credentials are desired

• Bachelor’s degree …