Valuations Senior Manager
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Job Location:
Radnor, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
Overview
At Wipfli people count.
At Wipfli our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home Wipfli offers a career-defining opportunity.
As a Valuations Senior Manager you will lead complex valuation engagements and serve as a strategic leader within our growing Valuation Services practice. Working closely with partners and a high performing team youll take ownership of client relationships drive technical excellence mentor others and help shape the future of our service offerings.
This role requires a hybrid work arrangement. At Wipfli hybrid is defined as associates regularly work in a Wipfli office from home and at client sites. The client sites can vary locally regionally or nationally depending on the industry that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
- Oversee financial institution and business valuation projects such as ASC 805 purchase price allocations goodwill impairments ESOP valuations estate and gifting and minority shareholder matters.
- Manage engagements end-to-end ensuring quality accuracy and timely delivery.
- Present findings to executive teams boards attorneys and advisors with clarity and confidence.
- Act as the primary point of contact for key clients providing proactive planning and insights.
- Identify opportunities for expanded services and support overall client relationship growth.
- Support business development efforts by contributing to proposals participating in prospect meetings and helping to shape growth strategies.
- Develop thought leadership such as whitepapers presentations training content or industry insights.
- Mentor and coach associates analysts and managers to build a strong scalable valuation team.
- Foster a collaborative environment grounded in excellence integrity and continuous learning.
- Manage multiple engagements simultaneously and ensure alignment with firm processes compliance standards and documentation protocols.
Knowledge Skills and Abilities
Qualifications:
- Bachelors degree in Accounting Finance or related field
- 10 years of experience in business valuation audit financial institutions or related professional services
- Deep technical expertise in valuation methodologies and financial reporting especially ASC 805
- Advanced financial modeling skills and proficiency with valuation and research tools (e.g. Capital IQ PitchBook IBISWorld Bloomberg)
- Proven experience leading teams and managing complex engagements
- Strong communication presentation and client facing skills
Preferred Qualifications:
- Professional credentials: CPA CFA ASA or ABV
- Experience contributing to business development or practice growth
- Prior experience presenting externally or contributing to thought leadership
Amanda Feltner from our recruiting team will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-AF1 #LI-Hybrid
Additional Details
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race creed color religion national origin sex age marital status sexual orientation gender identify veteran status disability or any other characteristics protected by federal state or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application interview or participate in our recruiting process please send us an email at
Required Experience:
Senior Manager
Key Skills
- Program Management
- FDA Regulations
- Management Experience
- Facilities Management
- Clinical Development
- Data Management
- Quality Systems
- Project Management
- Research & Development
- GLP
- Budgeting
- Leadership Experience
About Company
Wipfli delivers integrated tax, assurance, risk, digital, outsourcing and people solutions that help businesses thrive in the modern marketplace.
