Valuations Senior Manager

Wipfli

Valuations Senior Manager

Reposted 6 Hours Ago

Be an Early Applicant

Hiring Remotely in South Portland ME USA

Remote or Hybrid

Expert/Leader

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services

We are curious inventive perceptive and approachable.

The Role

The Valuations Senior Manager leads complex valuation engagements manages client relationships mentors team members and drives business development efforts ensuring quality and timely delivery.

Summary Generated by Built In

At Wipfli people count.
At Wipfli our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home Wipfli offers a career-defining opportunity.
As a Valuations Senior Manager you will lead complex valuation engagements and serve as a strategic leader within our growing Valuation Services practice. Working closely with partners and a high performing team you'll take ownership of client relationships drive technical excellence mentor others and help shape the future of our service offerings.
This role requires a hybrid work arrangement. At Wipfli hybrid is defined as associates regularly work in a Wipfli office from home and at client sites. The client sites can vary locally regionally or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities:

Oversee financial institution and business valuation projects such as ASC 805 purchase price allocations goodwill impairments ESOP valuations estate and gifting and minority shareholder matters.
Manage engagements end-to-end ensuring quality accuracy and timely delivery.
Present findings to executive teams boards attorneys and advisors with clarity and confidence.
Act as the primary point of contact for key clients providing proactive planning and insights.
Identify opportunities for expanded services and support overall client relationship growth.
Support business development efforts by contributing to proposals participating in prospect meetings and helping to shape growth strategies.
Develop thought leadership such as whitepapers presentations training content or industry insights.
Mentor and coach associates analysts and managers to build a strong scalable valuation team.
Foster a collaborative environment grounded in excellence integrity and continuous learning.
Manage multiple engagements simultaneously and ensure alignment with firm processes compliance standards and documentation protocols.

Qualifications:

Bachelor's degree in Accounting Finance or related field
10+ years of experience in business valuation audit financial institutions or related professional services
Deep technical expertise in valuation methodologies and financial reporting especially ASC 805
Advanced financial modeling skills and proficiency with valuation and research tools (e.g. Capital IQ PitchBook IBISWorld Bloomberg)
Proven experience leading teams and managing complex engagements
Strong communication presentation and client facing skills

Preferred Qualifications:

Professional credentials: CPA CFA ASA or ABV
Experience contributing to business development or practice growth
Prior experience presenting externally or contributing to thought leadership

Amanda Feltner from our recruiting team will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-AF1 #LI-Hybrid
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race creed color religion national origin sex age marital status sexual orientation gender identify veteran status disability or any other characteristics protected by federal state or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application interview or participate in our recruiting process please send us an email at [email protected]

Skills Required

Bachelor's degree in Accounting Finance or related field
10+ years of experience in business valuation audit financial institutions or related professional services
Deep technical expertise in valuation methodologies and financial reporting especially ASC 805
Advanced financial modeling skills and proficiency with valuation and research tools
Proven experience leading teams and managing complex engagements
Strong communication presentation and client facing skills

What the Team is Saying

Wipfli Compensation & Benefits Highlights

Leave & Time Off Breadth—Flexible or unlimited PTO alongside paid holidays wellness/floating days and paid volunteer time are consistently highlighted. Feedback suggests this breadth supports work-life balance when team norms enable usage.
Parental & Family Support—Family-building benefits such as fertility adoption and surrogacy support plus parental leave are emphasized. Gender-affirming care and medical travel indicate meaningful support for diverse family needs.
Retirement Support—A 401(k) with company match and recurring profit-sharing is frequently cited as part of the package. Feedback suggests these elements strengthen long-term financial security for employees.

Learn more about Wipfli's Compensation & Benefits →

Wipfli Insights

What's It Like to Work at Wipfli? Wipfli Culture & Values Wipfli Career Growth & Development What's the Work-Life Balance Like at Wipfli? Wipfli Leadership & Management Wipfli Company Growth Stability & Outlook

View all jobs at Wipfli

View Wipfli Profile

Report Job

Am I A Good Fit?

beta

Get Personalized Job Insights.

Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company

HQ: Milwaukee WI

3000 Employees

Year Founded: 1930

What We Do

Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace optimize performance and drive growth. Our more than 3000 full-time associates deliver digital people strategy risk financial and outsourcing solutions to 54000+ clients. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law regulations and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Why Work With Us

At Wipfli people count. Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly from all.