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ResponsibilitiesValuations 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 Director ensures that client relationships are established and maintained while delivering excellence to the clients. The position represents technical expertise and is responsible for revenue generation through new business, cross selling, and renewals.
Essential Functions and Primary Duties
- Responsible for short-term and long-term business planning
- Manages practice effectively meeting billing, realization, days outstanding, and individual charge hour objectives
- Business development revenue expectations by adding new clients, cross-serve activity, and fully executing personal marketing plan
- Serve as key client contact; viewed as trusted business advisor by clients
Ensure quality control standards are met - Lead valuation employee group to meet department objectives
- Serve as internal advisor on technical matters as a Subject Matter Expert
- Drive a team environment, demonstrate support of management decisions, and build a positive culture
Preferred Qualifications
- Master's degree preferred
Minimum Qualifications
- Bachelor's degree required
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and 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.
Skills Required
- Bachelor's degree
- Master's degree
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
