Manager, Valuations

Manager, Valuations

Longevity Holdings, Inc. is seeking a hands‑on, experienced business valuation professional to lead, produce, and review valuation engagements for closely held businesses. The role combines deep technical valuation expertise with operational leadership, staff development, and client engagement.

• Valuation Production & Technical Leadership
  • Lead preparation of informal and formal business valuations.
  • Review company financial statements, governing documents, and marketability considerations.
  • Perform economic and industry analyses; form valuation conclusions and supporting observations.
  • Engage with company management and owners as needed.
  • Maintain and enhance valuation production criteria, methodologies, and review standards.
  • Develop, update, and manage valuation models; ensure compliance with NACVA, ASA, and other industry standards.
  • Serve as final technical reviewer for valuation reports.
• Operational & Staff Leadership
  • Supervise, mentor, and develop valuation staff.
  • Collaborate with Data Gathering Specialists for timely material collection.
  • Drive process improvement initiatives and workflow optimization.
  • Participate in ITM leadership meetings, contributing strategic direction.
• Client & Business Responsibilities
  • Communicate effectively with clients on scope, findings, and deliverables.
  • Present valuation concepts or industry topics to clients or stakeholders (minimal travel).
  • Negotiate terms, fees, and scope for engagements and contracts.
  • Perform additional duties as assigned by the Director of Operations.

• Deep 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 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; ability to present complex concepts clearly.

• 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.

• Comprehensive health, dental, and vision insurance.
• Company‑paid life insurance, short‑ and long‑term disability insurance.
• Generous PTO, paid holidays, and floating holidays.
• Summer hours: half‑day every other Friday.
• Investment in career development, including Linked In Learning and professional development funds.

$85,000 – $110,000 + annual bonus. Base pay is positioned within the range based on knowledge, skills, and experience, with consideration given to internal equity.

Longevity Holdings (doing business through subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, etc.) is a fast‑growing company that provides senior longevity data, analytics, and services to pension, benefits, life insurance, structured settlement, and life settlement markets.

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.

• 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.