Senior Manager | Financial Valuation

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Valuations lie at the heart of most major corporate transactions—from mergers and acquisitions to financial reporting and litigation. As these transactions become more complex, the need for objective, comprehensive valuations becomes greater. That’s where CBIZ Valuation Group comes in. Since we approach valuation as a science and an art, our clients benefit not only from proven valuation techniques, but also from our highly developed business instincts drawn from years of experience. 
  
What sets us apart from our competition is the expertise and dedication of our professional and support staff. The main goal of our valuation services staff is to provide accurate and timely reporting on which the client and any third-party intermediary can rely. Our professionals hold various designations, such as Accredited Senior Appraiser (ASA) and Chartered Financial Analyst (CFA), and have significant experience in their respective fields. 
  
CBIZ Valuation Group’s resources and industry knowledge make us one of the most sought-after valuation services firms in the United States. With our network of financial and business analysts, appraisers, attorneys, and accountants working for you, you can rest assured that your most important financial transactions are in expert hands. 
  
The Financial Valuation Senior Manager has an expanding client base with significant revenue accountabilities. This position may lead, or is a member of, the Growth Group with business development as a major job focus. 

Essential Functions and Primary Duties 

• Perform business valuations across a range of purposes including financial reporting (ASC 805, ASC 718, ASC 350, etc.), 409A, gift & estate tax, fairness and solvency opinions, and ESOPs 
• Perform review of third-party valuation reports to support the firm’s audit department 
• Regarded as a Subject Matter Expert within business unit and shares knowledge 
• Recognize business opportunities for our clients and for CBIZ 
• Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met 
• Enhance and improve analysis processes, financial models, and reports 
• Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development 
• Supervise, train and mentor staff; listen and communicate effectively 
• Drive a team environment; demonstrate support of management decisions and builds a positive culture 
• Additional responsibilities as assigned 

Preferred Qualifications 

• Advanced degree in finance, accounting, business, economics or a related field 
• CFA, ASA, ABV, CPA or similar certifications 
• Familiarity with advanced financial valuation models, including binomial option pricing models, Monte Carlo simulations, etc. 
• Significant experience with valuation of business entities and intangible assets, complex capital structures, purchase price allocations, 409A valuations, goodwill and long-lived asset impairment 

Minimum Qualifications 

• Bachelor's degree required
• 8 years experience in public accounting or related field
• 5 years supervisory
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on business needs

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.