Business Valuation Manager

Reposted 23 Days Ago
Be an Early Applicant
Scottsdale, AZ
In-Office
Senior level
Fintech • Financial Services
The Role
The Business Valuation Manager oversees staff, manages workflows, applies advanced valuation methodologies, reviews financial data, and supports valuation conclusions.
Summary Generated by Built In
ATLAS Navigators, LLC is an accounting, tax, and consulting firm that is looking for someone who fits our culture, vision, work ethic, and team. ATLAS stands for Advisors That Listen And Serve, and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space, always. ATLAS seeks to add value to our clients, our people, and our culture, inside and outside of our office walls. If you are looking for a company that will invest, motivate, and inspire you to aim high, ATLAS is it.
OVERVIEW
This Business Valuation Manager will report to the Business Valuation Partner.  This role will oversee all duties and responsibilities performed by the analyst and senior analyst, while also contributing to staff reviews, client communications, and the management of accounts receivable and billing.  The manager will be instrumental in guiding valuation methodology selection, performing analysis, and providing rationale for valuation decisions. 
MAJOR RESPONSIBILITIES
  • Manage staff, assign tasks, and oversee workflow for valuation projects.
  • Direct work efforts to ensure quality and timely completion of deliverables.
  • Apply advanced valuation concepts and methodologies in engagements.
  • Review valuation models and reports for accuracy, ensuring they are nearly error-free.
  • Perform valuation and projection modeling, applying appropriate assumptions and calculations.
  • Analyze tax returns, financial statements, and other financial data to support valuation conclusions.
  • Utilize industry and market transaction resources to support valuation analyses.
  • Apply appropriate discount concepts, including lack of control and marketability, to valuations.

KNOWLEDGE, SKILLS, AND ABILITIES
  • Advanced understanding of valuation concepts and projection modeling.
  • Intermediate proficiency with QuickBooks and knowledge of various tax returns and financial statements.
  • Advanced proficiency with Excel, including complex formulas and modeling tools.
  • Strong attention to detail with the ability to identify and correct errors in valuation work.
  • Basic understanding of discount concepts and holding company valuations.
  • Intermediate understanding of industry and market transaction resources.
  • Intermediate understanding of discount for lack of control and marketability.
  • Intermediate-level statistical analysis skills.
  • Strong writing skills with an ability to produce professional, accurate reports.

EDUCATION AND EXPERIENCE:
  • Bachelor’s Degree in Accounting, Finance, or Business.
  • At least one professional designation in valuation or forensic services (e.g., CVA, ABV, ASA, CBA, CFE, CFF).
  • Minimum of five years’ experience in valuation work.

BENEFITS:
  • Medical, Dental, and Vision;
  • GAP Benefits;
  • Supplemental Benefits;
  • Life & AD&D Insurance;
  • Short & Long-term Disability Plans;
  • 401(k) with company matching;
  • Bonus Structure;
  • Flexible PTO with sick time;
  • Incentive Program
  • Development Program
  • Company Wellness Program;
APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified. 
WORKING CONDITIONS
Must be able to operate a variety of machines and equipment, including computers, office equipment, telephone, etc. Tasks may require extended periods at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation. 
EQUAL OPPORTUNITY STATEMENT
ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws.
ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.

#LI-Hybrid
 

Top Skills

Excel
Quickbooks
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The Company
HQ: Phoenix, Arizona
77 Employees
Year Founded: 2010

What We Do

Welcome to ATLAS
Advisors That Listen And Serve

We are a regional professional services firm with services in Accounting, Tax, Audit, Consulting, Business Valuation, Insurance, Financial Services, Marketing, Human Resources, IT and more! We seek to provide a holistic approach of services to our clients to help them achieve their goals in business and life.

We service clients all of the globe. We have office locations in Arizona, California, Colorado, Iowa, Illinois, Ohio, Texas and Wyoming

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