Brady Martz & Associates

Valuation Manager

Brady Martz & Associates

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Lead and manage a variety of business valuation engagements across multiple industries and purposes.
  • Review, finalize, and sign off on valuation reports, ensuring consistency, defensibility, and adherence to best practices and applicable standards.
  • Serve as the primary client contact, effectively communicating scope, process, findings, and recommendations to clients and their advisors (e.g., attorneys, CPAs, wealth advisors).
  • Mentor and develop team members, providing guidance, real-time feedback, and training.
  • Collaborate across service lines to deliver cohesive, value-added solutions tailored to client needs.
  • Support business development, including scoping new opportunities, developing proposals, pricing engagements, and identifying additional areas of client value.
  • Identify enterprise value-enhancing strategies and proactively introduce planning ideas to clients and internal teams.
  • Stay current on valuation standards, tax laws, market conditions, and emerging trends in business valuation and consulting.
  • Improve internal systems and processes, contributing to the refinement of templates, models, and scalable engagement frameworks.

Requirements

  • Bachelor's degree in accounting, finance, economics, or related field required.
  • Professional designation such as CPA, ABV, ASA, CFA, or CVA (or progress toward) preferred.
  • 5–8 years of business valuation experience, with demonstrated proficiency in both compliance and consulting engagements.
  • Demonstrated strength in analytical thinking and advanced financial modeling
  • Proficient in leveraging technology and analytical tools to improve efficiency and accuracy
  • Proven ability to manage multiple projects, prioritize tasks, and consistently meet deadlines
  • Clear and effective communicator, both written and verbal, with the ability to explain complex concepts to diverse audiences
  • Collaborative team member who contributes to a positive and productive work environment
  • Creative problem-solver with a proactive and innovative mindset.
  • Exposure to transaction advisory, succession planning or private equity environments.
  • Familiarity with proactive planning approaches help increase enterprise value.
  • Comfort with reviewing legal documents such as shareholder agreements, LOIs, or buy-sell agreements.
  • Comfort with LLM models and automation.