Senior Manager | Financial Valuation

Responsibilities

• 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
• Review of third-party valuation reports to support the firm’s audit department
• 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

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
• 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