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Cherry Bekaert Valuation Services Manager (Portfolio & Debt) in Helena, Montana


Cherry Bekaert’s Valuation practice provides financial advisory services to privately held and publicly-traded companies and was honored as Valuation Firm of the Year at the 18 th Annual M&A Advisor Awards, recognized amongst 500 participating companies as the best in class.

As a result of our continued growth and success, we are seeking a Manager to act as the lead professional on engagements, which includes managing the day-to-day tasks of projects and serving as a principal contact with client personnel. Within these engagements you will oversee and contribute to the production of client deliverables across a variety of engagements including enterprise, debt, equity, and intangible asset related valuations for private equity clients, alternative asset managers, Business Development Company (BDC) clients, privately held businesses, and publicly traded companies.

As a Valuation Services Manager, you will:

  • Assist in quality control, execution, and industry consultation across the entire Valuation Group’s platform

  • Maintaining overall engagement management responsibilities for a full suite of projects including the valuation of business enterprises, debt instruments, equity securities, and other hybrid/structured securities using standard valuation methodologies, including discounted cash flow, comparable transactions and comparable public companies

  • Present analyses and conclusions to internal management and external client POCs, their boards of directors, and to fiduciaries

  • Work closely with Associates and Senior Associates, delegating engagement responsibilities, conducting reviews of work product, and supporting professional development through coaching

  • Active participating in diligence meetings; analyze and challenge assumptions related to future financial projections

  • Review client investment memoranda, investor presentations, credit and equity agreements, and financial models to develop an understanding of the portfolio company or subject securities being analyzed

  • Perform purchase price allocations for financial reporting and/or tax purposes under US GAAP

  • Analyze historical financial and operating results of target companies to explain business trends and identify risks

  • Assist in the development of discount rates (WACC, IRR, WARA, etc.)

  • Conduct financial statement analysis (e.g., common size analysis, ratio analysis, trend analysis, and industry comparative analysis)

  • Perform market/ industry research and develop industry growth estimates

  • Construct and review valuation and other financial models

  • Negotiate engagement documents, write client proposals, and manage the various aspects of the invoicing process of client billing

  • Network with prospects to build revenue producing relationships in an effort to drive the individual’s business development initiatives

What you bring to the role:

  • Bachelor’s Degree in Accounting, Finance, Economics, Business Administration, or related field;

  • Minimum 4+ years of demonstrated experience performing work related to fair value of debt, equity, purchase price allocation, and/or goodwill impairments in a public accounting, consulting, or investment banking environment

  • Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations

  • Advanced accounting, finance, financial modeling and analytical abilities

  • The ideal candidate will be highly motivated with an exceptional work ethic, and have a demonstrated ability and desire to work cooperatively with team members and client professionals

  • Ability to travel up to 10%

Additional, nice to have qualifications:

  • Advanced degree and/or certification (MBA, MS, ASA, ABV, CFA)

  • Prior experience in Big 4 or independent valuation consulting, as well as transaction advisory services

  • Demonstrated experience managing Associates, Sr. Associates, or other personnel to support the delivery of valuation engagements

  • Entrepreneurial attitude - evidenced by the desire and willingness to support a growing practice and contribute across the full suite of offerings

What we offer you:

  • Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect.

  • The opportunity to innovate and do work that motivates and engages you.

  • A collaborative environment focused on enabling you to further your career growth and continuous professional development.

  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.

  • Flexibility to do impactful work and the time to enjoy your life outside of work.

  • Opportunities to connect and learn from professionals from different backgrounds and with different cultures

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit .

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $86,800 to $179,950. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program ( which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on LinkedIn ( , Glassdoor (,25.htm) , Instagram ( , Twitter ( and Facebook ( .

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