Valuation Manager

AP Professionals
April 7, 2024
Job Type
Salary Lower Range
Salary Upper Range
Salary Option


AP has partnered with a thriving, local firm in search of a Valuation Manager. This role will lead and support the valuation team as they continue to be a well sought-after line of business. The organization provides opportunity for upward mobility, flexibility, work/life balance and autonomy. Don’t miss out on this unique chance to join a well-respected company that is invested in all their talent!


  • Interact with various third-party service providers to ensure outstanding support of business transactions
  • Documenting policies, procedures, and testing methods
  • Building quantitative models by translating the finance to an appropriate math formulation
  • Assist in preparing valuation reports, letters, and other client deliverables
  • Proactively identify, quantify, and communicate the risks inherent in the fair value of investments
  • Present to senior management, trustees, regulators, and auditors
  • Coordinate with relevant business partners to ensure alignment of objectives
  • Engaging with clients across all levels
  • Preparing detailed technical analysis
  • Lead the delivery of a wide variety of valuation assignments
  • Apply appropriate valuation methodologies, including market multiples
  • Execute business valuations, value calculation including financial modeling and advisory engagements, performing business and financial analysis, conducting industry research, report writing and proposal preparation
  • Manage and supervise staff in day-to-day work


  • bachelor's degree in Finance, Accounting, Economics, or a related field
  • Certified Valuation Analyst (CVA) certification strongly preferred (must be willing to obtain, if you do not have)
  • CPA certification preferred but not required


  • 3+ years of valuation experience
  • experience reviewing work of valuation analysts
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