
Valuation Manager at Brady Martz. The Valuation Manager is responsible for leading, managing, and reviewing business valuation engagements for a range of purposes, including estate and gift planning, internal succession, mergers and acquisitions, and strategic advisory. This position plays a key role in the execution and growth of the firm's valuation service line, working closely with internal teams and external advisors to ensure technically sound and advisory-driven deliverables. The role also includes staff development, client management, cross-functional collaboration, and support of business development efforts.. . Essential Position Responsibilities. . 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.. . . 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.. . Preferred Experience:. . 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.. . Company Location: United States.