Senior Consultant | Financial Valuation
About The Position
Join CBIZ's national Financial Valuation practice advising clients on complex valuation matters involving transactions, financial reporting, tax planning and strategic decision-making. The Senior Consultant works with experienced valuation professionals and clients across a variety of industries while building expertise in business enterprise, equity and intangible asset valuation. The role applies sophisticated valuation methodologies, conducts financial and market analysis, builds and reviews valuation models, and communicates conclusions through client-ready reports and presentations. It offers hands-on exposure to challenging engagements and opportunities to take increasing ownership of projects and client relationships. CBIZ Valuation professionals provide accurate, independent and timely valuations of tangible and intangible assets across industries and asset types. Services address valuation needs throughout the business life cycle, including financial valuation, litigation support, tangible asset appraisals, machinery and equipment valuation, and real estate valuation.
Requirements
- Bachelor's degree in a relevant field; Finance, Accounting, Economics or a related field is preferred.
- At least 3 years of relevant work experience.
- Must achieve professional certifications relevant to the area of expertise and maintain required licenses.
- Analytical skills.
- Proficient use of applicable technology.
- Ability to communicate verbally and in writing throughout all levels of the organization, internally and externally.
- Must be able to travel based on client and business needs.
- Strong financial modeling skills and proficiency with Microsoft Excel.
- Strong written and verbal communication skills.
- Ability to manage multiple engagements and priorities while maintaining attention to detail.
Nice To Haves
- Experience in valuation, transaction advisory, corporate finance, financial analysis or related consulting.
- Experience applying income and market approaches to valuation, including DCF, comparable-company and transaction analyses.
- Experience developing discount rates and applying CAPM and WACC concepts.
- Experience preparing high-quality client deliverables and communicating directly with clients.
- Progress toward or completion of the CFA, ASA, CPA/ABV or another relevant professional designation.
Responsibilities
- Perform valuations of businesses, equity interests and intangible assets for financial reporting, tax, transaction and strategic advisory purposes, including ASC 805/PPA, ASC 350/360 impairment, ASC 718/409A and related work.
- Build and analyze financial models using discounted cash flow, guideline public company, precedent transaction and other relevant valuation methodologies.
- Analyze historical and projected financial performance, industry and economic trends, comparable companies, transactions and capital markets.
- Develop discount rates and other valuation assumptions, including WACC, CAPM, beta, capital structure and company-specific risk considerations.
- Assist with valuations of intellectual property and other intangible assets using applicable methodologies such as multi-period excess earnings, relief-from-royalty and with-and-without methods.
- Work directly with clients to understand their businesses, financial forecasts, transactions and key valuation assumptions.
- Prepare clear, well-supported valuation reports, presentations and supporting analyses for clients, auditors and other stakeholders.
- Collaborate with senior professionals and take increasing ownership of engagement workstreams, client communication and review of junior team members' analyses.
- Contribute to proposals, market research and thought leadership while developing client-facing and business-development skills.
- Travel based on client and business needs.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
