Lead business valuations from the first client conversation through to the final recommendation, and help shape a growing valuation advisory practice.
Genius People is partnering with a specialist advisory firm with an established financial modelling business. The firm is investing in its valuation advisory practice and is looking for a Manager or Senior Manager to work closely with the Head of Valuation Advisory.
This role will suit someone who enjoys getting into the detail of a valuation and wants more ownership of the advice that comes out of it. You’ll be involved early, working with clients to understand the decision they’re facing, then leading the analysis, testing the assumptions and explaining what drives your conclusion.
You’ll work alongside specialist financial modellers, bringing valuation judgement to questions about forecasts, cash flows and risk. As the practice grows, you’ll also have the opportunity to influence how the team approaches engagements, reviews its work and develops its people.
What you’ll do
- Scope and lead business valuation engagements. Work with clients to understand the purpose of the valuation, agree the scope and manage delivery through to the final report.
- Lead the technical work. Select and apply appropriate valuation methods, review financial forecasts and models, and assess how changes in key assumptions affect the outcome.
- Communicate the advice. Write clear reports and present your conclusions to clients,
explaining the commercial factors behind the valuation and where judgement matters.
- Develop the team. Review the work of junior colleagues, coach them through technical and commercial questions, and help set the standard for client deliverables.
- Contribute to the growth of the practice. Work with the Head of Valuation Advisory to develop client relationships and improve how the team scopes and delivers its work.
Scope at each level
Manager: Take responsibility for day-to-day engagement delivery, become a direct point of contact for clients and develop your judgement by working closely with the Head of Valuation Advisory.
Senior Manager: Take the lead on more complex assignments, play a larger role in developing client relationships and help shape the direction of the practice while staying close to the technical work.
What you’ll bring
- Experience delivering business valuations in professional services or a specialist advisory firm.
- A strong grounding in valuation methods, including discounted cash flow and market-based approaches, with the judgement to choose what fits the engagement.
- Solid financial modelling skills, including the ability to interrogate forecasts, challenge assumptions and review models built by others.
- Experience managing engagements, reviewing deliverables and communicating directly with clients.
- The ability to explain a technical conclusion in plain English and stand behind the reasoning that led to it.
- An interest in developing people and helping grow a specialist advisory practice.
📌 Manager - Valuations (Melbourne)
🏢 Genius People
📍 Melbourne
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