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Manager Valuation - Willamette

Commercial Banking

Atlanta, Georgia; Boston, Massachusetts

Description

Willamette Management Associates (A Citizens Company) is seeking talented candidates interested in a growth opportunity as a business valuation Manager. 

We seek an experienced Manager with an interest in the disciplines of business valuation (including closely held company valuation, illiquid stock and bond valuation, and intangible asset and intellectual property valuation). Analytics also include economic damages, related forensic analysis, intangible property appraisal, and intercompany transfer pricing analysis. 

We are currently recruiting for the Manager level role in our Atlanta or Boston office.

  • Work with senior analysts, prepare and review quantitative valuation and other analytics
  • Prepare written expert reports, deliver oral presentations, and develop new client engagements
  • Perform financial advisory services primarily for transaction, taxation, and litigation purposes
  • Work to cultivate client relationships to develop, maintain and generate revenue
  • Demonstrate thought leadership through professional publication and professional organization activities
  • Act as primary contact with major corporate and institutional clients

Qualifications

  • 3+ years of experience in preparing business valuation and expert witness reports
  • 1+ years of experience managing engagement workflow, overseeing and developing associate analyst team members on fundamental valuations, and interacting with clients
  • Demonstrated thought leadership and experience in accounting and management due diligence
  • Demonstrated ability to work collectively within teams
  • Strong analytical and problem-solving skills
  • Strong oral and written communication skills
  • Experience with programming languages (e.g., Python, SQL), preferred
  • One or more of the following credentials: certified public accountant (CPA), accredited in business valuation (ABV), chartered financial analyst (CFA) designation, certified business appraiser (CBA), certified valuation analyst (CVA), or accredited senior appraiser (ASA)

Education

  • Bachelor’s degree in finance, accounting, or economics is required
  • Master’s degree or MBA preferred

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

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2024

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