Manager, Valuations

We are looking for a Manager, Valuations who is a hands-on, experienced business valuation professional responsible for leading, producing, and reviewing valuation engagements for closely held businesses. This role combines deep technical valuation expertise with operational leadership, staff development, and client engagement. The ideal candidate is an accredited senior practitioner who thrives in both production and oversight roles.

Responsibilities:

Valuation Production & Technical Leadership

• 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.

Operational & Staff Leadership

• 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.

Client & Business Responsibilities

• 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.

Qualifications:

• 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 Qualifications:

• 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

Hybrid, 1 day/week in office

A few benefits offered for full-time roles include:

• 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

The base pay range for this role is $85,000 – $105,000 annual bonus. Base pay is positioned within the range based on several factors including an individual’s knowledge, skills, and experience, with consideration given to internal equity.

About Longevity Holdings

Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Longevity Trading & Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.

Longevity current has offices in these locations: Minneapolis, MN, Cedar Falls, IA, Sioux Falls, SD, Fort Washington, PA, Bethesda, MD, and Omaha, NE.

Equal Employment Opportunity

Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity.

Other Items To Note

• Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.). We are unable to sponsor or take over sponsorship of an employment Visa at this time or in the future.
• No agency emails, calls, or solicitations are accepted without a valid agreement.

Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice/