Southard Financial · 2 months ago
Senior Manager, Business Valuation
Memphis, TN
Full-time
Hybrid
Senior Level
5+ years expSouthard Financial is a Memphis-based firm specializing in business valuation, financial advisory, and consulting services. They are seeking an experienced Senior Manager of Business Valuation to lead valuation engagements, strengthen client relationships, and contribute to the firm’s growth.
Business DevelopmentFinanceFinancial Services
Responsibilities
Lead and manage valuation engagements for various purposes, including:
Estate and gift tax valuations
Financial institution valuations
ESOP valuations and fairness opinions
Financial reporting
M&A, transaction advisory, and litigation support
Conduct management interviews
Review valuation models and reports prepared by team members, maintaining consistency and technical excellence
Stay current on valuation standards, market trends, and regulatory developments
Develop and deepen relationships with current clients to increase engagement and expand service scope
Actively identify and pursue new business opportunities through networking, professional associations, and referral channels
Collaborate with firm leadership to create and execute business development strategies that increase workload and grow the client base
Represent Southard Financial in the Mid-South market and beyond, enhancing the firm’s visibility and reputation
Contribute to marketing initiatives, thought leadership, and industry events to attract new clients and partners
Mentor, train, and coach junior valuation staff to build technical and professional capability
Support firm initiatives to strengthen recurring valuation services and expand existing markets such as ESOPs and financial reporting
Contribute to strategic discussions regarding practice growth, client management, and operational improvement
Qualification
Required
One or more of the following certifications/credentials: ASA, CFA, CPA/ABV, CPA or CVA
5+ years of experience in business valuation, with demonstrated success managing complex engagements
Proven ability to develop new business and maintain strong professional relationships
Excellent communication and presentation skills with comfort in client-facing roles
Deep understanding of valuation methodologies including income, market, and asset approaches
High professional and ethical standards with strong judgment and accountability
Ability to manage multiple projects, deliverables, and deadlines
Desire and ability to grow into a leadership or ownership role within the firm
Preferred
Bachelor's degree or advanced degree (Finance, Accounting, Economics, or related field preferred)
Familiarity with ESOPs, financial reporting valuations, or fairness opinions a plus
Company
Southard Financial
Southard Financial provides business appraisal, transaction advisory and financial consulting services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Dave Harris
Managing Partner
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