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Longevity Holdings, Inc. · 1 day ago

Business Valuation Manager

Fort Washington, PA

Contract

Hybrid

Mid, Senior Level

$95K/yr - $125K/yr

5+ years exp

Longevity Holdings, Inc. is a fast-growing company that provides senior longevity data, analytics, and services to various markets. They are seeking a Business Valuation Manager to lead and review valuation engagements for closely held businesses, ensuring technical accuracy while mentoring staff and engaging with clients.

ConsultingFinancial ServicesInsuranceLife Insurance

No H1B

U.S. Citizen Only

Responsibilities

Lead the preparation of informal and formal/full business valuations, including:

Reviewing company financial statements and financial ratios

Analyzing governing documents, articles, and agreements

Assessing marketability and control considerations

Performing economic and industry analyses

Forming valuation conclusions and supporting observations

Engaging with company management and owners as needed

Maintain and enhance valuation production criteria, methodologies, and review standards

Develop, update, and manage valuation models and ensure compliance with NACVA, ASA, and other applicable industry standards

Serve as the final technical reviewer for valuation reports to ensure accuracy, defensibility, and consistency

Supervise, mentor, and develop valuation staff, ensuring strong quality control of all deliverables

Collaborate with Data Gathering Specialists to ensure the timely collection of client and company materials

Drive process improvement initiatives, workflow optimization, and documentation updates across the valuation function

Participate as a senior leader in ITM leadership meetings, contributing to strategic direction and continuous improvement efforts

Communicate effectively with clients regarding engagement scope, findings, and deliverables

Present valuation concepts or industry topics to clients or internal stakeholders (minimal travel)

Negotiate terms, fees, and scope for valuation engagements, statements of work, and related contracts

Perform additional duties assigned by the Director of Operations

Qualification

Business valuation methodologiesCertified Valuation Analyst (CVA)Accredited Senior Appraiser (ASA)Microsoft ExcelFinancial analysisProcess improvementCommunication skillsTeam leadership

Required

Deep and demonstrable knowledge of business valuation methodologies, standards, and industry practices

Accreditation required: Certified Valuation Analyst (CVA) or Accredited Senior Appraiser (ASA – Business Valuation)

Both designations preferred

5–10 years of hands-on experience preparing and reviewing business valuations

Bachelor's degree in Finance, Accounting, Economics, or related field (or equivalent experience)

Advanced proficiency in Microsoft Excel and solid working knowledge of Microsoft Office

Strong written and verbal communication skills, including the ability to present complex concepts clearly

Preferred

Master's degree (MBA, MS Finance, or related)

Experience in fiduciary, trust administration, or related industries

Demonstrated ability to lead teams and build scalable valuation processes

Benefits

Comprehensive health insurance, dental insurance, and vision coverage

Company-paid life insurance, short and long-term disability insurance

Generous PTO, paid holidays, and floating holidays

Summer hours: Participating employees will enjoy a half day every other Friday

Investment in career development including LinkedIn Learning and professional development funds

Company

Longevity Holdings, Inc.

The subsidiary companies of Longevity Holdings, LLC are market leading technology-enabled providers of data, analytics, and services focused on our senior population.

Founded in 1998

Minneapolis, Minnesota, USA

201-500 employees