Senior Manager of Business Valuation

2 weeks ago

MiWuk Village, California, United States Yeo & Yeo Full time


Join Our Team of Experts

At Yeo & Yeo, we believe that our success is driven by our talented team members. We prioritize a people-centric culture that fosters a vibrant work atmosphere, encourages professional development, and promotes a healthy work-life balance through flexible remote, hybrid, and in-office arrangements.

Make a Difference

Yeo & Yeo stands as a premier accounting and advisory firm in Michigan, delivering a comprehensive suite of business consulting, assurance, tax, technology, and wealth management services. Our mission is to assist clients in overcoming challenges, seizing opportunities, and realizing their business and personal aspirations. Being part of their journey towards success is what makes our work fulfilling.

Our ability to provide exceptional business solutions relies on having the best talent on board. With a team of over 200 dedicated professionals across our Yeo & Yeo family, you will collaborate with a diverse group of innovative thinkers committed to making a positive impact on our clients and communities.

Position Overview

The Senior Manager of Business Valuation will oversee the thorough preparation of detailed valuation reports for various organizations. This role entails constructing financial models, analyzing and normalizing financial statements, preparing and interpreting pro forma financial data, conducting economic and industry research, evaluating market transactional data, and engaging in interactive client presentations. The position encompasses a broad spectrum of services, including business enterprise valuations, asset valuations for mergers and acquisitions, dispute resolution, and financial reporting.

Key Responsibilities
  • Utilize technical expertise and research to formulate client-specific recommendations.
  • Develop a comprehensive understanding of client operations and enhance consulting skills. Gather adequate information to make informed decisions and provide suggestions, applying materiality to each situation.
  • Maintain and refine the firm's Quality Control protocols for business valuations.
  • Review and update firm checklists as needed.
  • Stay informed about industry developments and adjust our processes accordingly.
  • Ensure quality assurance and efficiency by reviewing and updating engagement letters and firm reports.
  • Evaluate and recommend external sources for reference and research.
  • Exhibit strong report writing skills; create effective reports that clearly convey complex ideas in a concise manner.
  • Enhance knowledge and proficiency in relevant firm technology, tools, and processes, demonstrating adept use of paperless systems.
  • Achieve and surpass objectives set during the annual performance evaluation process.
  • Assist in resolving complex business challenges by breaking down issues into manageable components and analyzing the costs, benefits, opportunities, and risks associated with each potential solution.
  • Expand knowledge of applicable firm technology, paperless systems, tools, and processes.
  • Develop an understanding of the Firm's vision, core values, and business strategies.
Qualifications
  • Bachelor's degree in accounting, finance, economics, or a related field is required.
  • Valuation or relevant accreditation (CVA, CCBA, ABV, or ASA) is necessary.
  • 5-9 years of experience in valuation within a consulting firm, CPA firm, investment bank, or similar environment, providing services in corporate finance, valuation, and/or transaction services.
  • Experience managing and delivering business and intangible valuations for mergers and acquisitions, financial reporting, tax compliance, litigation, restructuring, and corporate services.
  • Strong background in business assessment and analysis, with a solid understanding of financial reporting and tax-related valuations.
  • Proven ability to oversee multiple valuation engagements and manage client relationships effectively.
  • Excellent written and verbal communication skills, along with strong analytical and financial modeling capabilities, and a commitment to mentoring and developing team members.
  • Experience in litigation support, including acting as an expert witness.
Preferred Skills
  • Begin to cultivate the skills necessary for developing strong client relationships and loyalty. Understand the client's business and employ effective questioning and listening techniques to gather information. Use insights to identify areas of need and propose potential consulting solutions.
  • Communicate effectively across various professional contexts.
  • Engage actively in on-the-job and formal learning opportunities to grasp role responsibilities.
  • Adapt to changing priorities and circumstances with ease.
Leadership Responsibilities
  • Supervise and manage the Business Valuation Team.
  • Demonstrate experience and success in training, mentoring, and coaching staff.
  • Exhibit a proactive approach, taking charge and persisting until tasks are completed.
  • Understand the critical nature of this position to the Firm's success and be accountable for individual actions.
Technology Proficiency
  • Stay current with emerging technologies.
  • Integrate new techniques while minimizing disruptions to productivity.
Benefits & Perks

At Yeo & Yeo, we provide a rewarding career complemented by industry-leading benefits, which is why we consistently rank among Michigan's Best Places to Work.

Our benefits package includes flexible work options (remote, hybrid, and in-office), competitive salaries, generous paid time off and holidays, comprehensive medical, dental, and vision plans, bonuses, referral programs, life insurance, a 401(k) plan, an award-winning CPA certification program, community service opportunities, casual dress policies, continuous feedback, and much more.

We focus on nurturing our careers and emphasize the development of each individual's unique talents and strengths. Our collective success is rooted in the success of our team members. We celebrate achievements and prioritize building friendships through team retreats, office gatherings, and sports teams - we genuinely enjoy our work and each other’s company.

Ready to Join Us?

We invite you to explore the opportunity to become part of a team of enthusiastic, caring, creative, and intelligent problem solvers working together towards a shared goal - helping our clients thrive.

Interested candidates are encouraged to submit their resume for consideration through our applicant tracking system. Candidates must be legally authorized to work in the United States without sponsorship. Unsolicited resumes from search firms or employment agencies will not be compensated and will become the property of Yeo & Yeo.

Yeo & Yeo is an Equal Opportunity Employer and maintains a drug-free workplace.

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