Job Details

Valuation Senior Manager

  2025-07-02     WithumSmith+Brown     San Francisco,CA  
Description:

Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.

Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.

Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!

Withum's Forensic and Valuation Services practice pride themselves in understanding their clients' business strategy and needs; assisting companies in meeting business requirements related to valuation, risk management, transfer pricing, economic analysis, and model validation. Withum professionals help clients make forward thinking decisions about strategy, operations and compliance and create long-lasting value. We are currently seeking aSenior Manager to join Withum's Forensic and Valuation Services Group.

This is a unique opportunity to play a key role in expanding Withum's presence on the West Coast and shape the future of our Forensic and Valuation Services practice. As a Senior Manager, you will not only oversee complex valuation engagements but also play a critical role in driving new business growth, developing client relationships, and positioning Withum as a market leader in the region. This is your chance to step into a highly visible role with the autonomy to shape the strategic direction of our practice, cultivate new business opportunities, and mentor the next generation of leaders. If you're looking to make a lasting impact and contribute to the firm's growth trajectory, this is the opportunity to showcase your expertise and elevate your career to the next level.

The Senior Manager can be based out of any of our California Office Locations (San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA).

The Senior Manager will work on a variety of assignments, including taking substantial responsibility of overseeing and performing equity valuations or complex security valuations (stock options, warrants, convertible debt, other complex securities/derivatives, etc.) for financial reporting, tax compliance, transaction advisory, and other purposes. The engagements will be performed for mostly medium-sized businesses to large multinational corporations. The Senior Manager should demonstrate the ability to provide excellent client service and assist the growth of team members in developing technical skills and professional competency.

Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live theWithum Way , promoting personal and professional growth for all team members, clients, and surrounding communities.

How You'll Spend Your Time:

  • Overseeing valuation analyses for tax, financial reporting, and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel
  • Implementing and improving processes in performing valuations and writing and preparing of reports, letters, and other client deliverables
  • Assisting in review of third-party appraisals for audit support purposes
  • Assisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested
  • Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis

The Kinds of People We Want to Talk to Have Many of The Following:

  • Bachelor's Degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
  • 8+ years of performing business valuations is required
  • Demonstrated experience of training, mentoring, and developing staff
  • Experienced or interested in business development
  • Experience with fairness and solvency opinions a plus
  • In-depth understanding of valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
  • Experience in valuation of complex financial instruments is strongly preferred
  • Valuation related certification including ASA, CVA, ABV, or CFA
  • Advanced knowledge of Excel and Capital IQ preferred
  • Ability to program in VBA and/or other statistical package a plus
  • Capacity to work independently on projects
  • Strong analytical and problem-solving skills, as well as strong verbal and written communication skills

The compensation for this position will vary by location. If you reside in California, Washington State, Washington, D.C., or NYC, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience, and qualifications. For additional information on our benefits, visit our website at .

California/Washington State ranges are from $180,000 - $230,000 annually

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the State of Colorado

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WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.

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