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Cherry Bekaert Valuation Services Manager (Fair Value) in Helena, Montana


Cherry Bekaert’s Valuation Services practice provides financial advisory services to privately held and publicly-traded companies. Core service offerings include business valuations, complex financial instruments, contingent consideration, debt and equity, stock based compensation, intangible assets for financial and tax reporting, tax compliance, mergers and acquisitions in domestic and cross border transactions, and litigation. As a result of sustained growth, we are seeking a Manager to augment our high performing team with location flexibility throughout our footprint or possibly remote for the right candidate.

Our professional staff applies traditional and cutting edge valuation approaches and methods to a variety of corporate finance analyses. As a Manager, you will be empowered to lead engagement execution, delegating tasks and providing reviews to junior staff, while collaborating with practice leaders on strategic initiatives including providing support for new business development efforts. If the opportunity to make a meaningful impact serving as a trusted advisor to middle market clients within a supportive environment focused on leadership development excites you, let’s talk!

What your day(s) look like:

  • Plan, organize, conduct, manage, and oversee projects and services in business valuation analysis, industry research, and related investigative services.

  • Understand and manage firm risk on projects and proposals.

  • Supervise, train, and mentor Senior Associates, Associates, and Interns on valuation of financial instruments and related services. Assess performance of staff for engagement and year-end reviews.

  • Work closely with audit teams and regulators.

  • Work closely with Partners and Staff on client management, practice development, and business development processes.

  • Participate in conducting presentations and seminars.

What you need for this role:

  • Masters in Accounting, Finance, Economics, Business Administration, or related field.

  • 6 years of progressive experience in public accounting and consulting with at least 4 years of demonstrated experience in valuations.

  • Valuation of businesses, business interests, and intangible assets for ASC 350, ASC 360, ASC 718, and ASC 815; complex securities and embedded derivatives; estate and gift tax and charitable contributions; IRC 165, IRC 280, IRC 367, IRC 382, IRC 409A, and IRC 861.

  • Firsthand experience in running complex financial models.

  • Strong research and analytical skills; ability to solve complex valuation issues.

  • Technical skills a priority: Excel, financial modeling, model validation, model building and business writing.

  • Experience assisting audit teams with reviews of valuation for financial reporting.

  • Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships.

  • Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills.

Additional preferred qualifications:

  • Valuation credentials such as CFA, CVA, ABV, AVA, or ASA preferred.

  • Proficiency in US GAAP and/or IFRS preferred.

  • Experience managing multiple engagements and competing priorities in a dynamic and distributed team environment.

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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