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Senior Manager – Strategic Valuation Services
CBH. Lead strategic and traditional valuation engagements, including pre-deal analyses, value opinions, calculations of value, business enterprise valuations, purchase price allocations, impairment analyses, tax valuations, complex financial instruments, and litigation matters .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading complex financial analyses and valuation engagements, with a strong focus on client relationship management and team development. Proficient in translating intricate financial data into actionable insights while ensuring compliance with firm standards.
Highest-signal resume keywords
Valuation EngagementsFinancial ModelingClient Relationship ManagementLeadership and MentoringCFA or ASA Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Valuation AnalysisFinancial AnalysisBusiness Enterprise ValuationsPurchase Price AllocationsImpairment AnalysisTax ValuationsComplex Financial InstrumentsResearch and Analytical SkillsTechnical WritingPresentation Skills
Soft Skills
Client CommunicationRelationship BuildingTeam FeedbackMentoringCollaboration
Certifications & Qualifications
CFAASA
Industry Keywords
Public AccountingConsultingBusiness DevelopmentEngagement Lifecycle ManagementClient Presentations
About the role
Key responsibilities & impact- Lead strategic and traditional valuation engagements, including pre-deal analyses, value opinions, calculations of value, business enterprise valuations, purchase price allocations, impairment analyses, tax valuations, complex financial instruments, and litigation matters
- Manage the full engagement lifecycle, including client communication, relationship building, technical direction, deliverable review, and timely feedback to team members
- Serve as a trusted advisor to clients by translating complex valuation and corporate finance analyses into clear, actionable insights
- Direct complex financial analyses, valuation models, research, and ad hoc modeling supporting client decisions
- Manage engagement and proposal risk in alignment with Firm expectations
- Contribute to business development through client presentations, industry and technical conferences, and collaboration with practice leadership on new client strategies
- Recruit, train, mentor, and provide meaningful feedback to junior professionals while supporting their continued development
Requirements
What you’ll need- Bachelor’s degree in Accounting, Economics, Finance, Business Administration, or a related field
- 7+ years of progressive experience leading complex financial and valuation analyses and building financial models in a public accounting or consulting environment
- Strong research and analytical capabilities, including the ability to address complex valuation issues
- Exceptional client relationship, communication, technical writing, and presentation skills
- Ability to manage relationships across multiple levels while delivering responsive client service
- Demonstrated leadership, recruiting, training, and mentoring capabilities
- Ability to travel as needed to support client/firm needs, expected less than 20%
- Candidates must demonstrate eligibility to work in the United States
- Cherry Bekaert will not provide work sponsorship for this position
- CFA or ASA strongly preferred
Benefits
Comp & perks- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
- Comprehensive, high-quality benefits program
- Flexible work arrangements
- Career growth and continuous professional development
- Opportunities to connect and learn from professionals from different backgrounds and cultures