Senior Consultant | Financial Valuation

Senior Associate

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

CBIZ's valuation practice in Houston, Texas specializes in the valuation of corporate equity, debt and derivative securities, partnership interests, and intangible assets of privately held and publicly traded businesses. Valuation projects serve a variety of purposes, including for mergers and acquisitions, financial reporting, tax reporting, litigation, bankruptcy, portfolio valuation, and corporate planning. Assist domestic and global clients in numerous industries, including energy, healthcare, technology, real estate, hospitality, consumer and industrial products, telecommunications, and financial services, among others.

The Senior Associate is an integral part of the engagement team and is responsible for performing valuation modeling and related financial analyses, researching and supporting critical inputs, participating in client meetings and calls, and preparing client deliverables, such as valuation reports and / or PowerPoint presentations, with related analysis and exhibits. Senior Associates also contribute to developing new business through producing pitch decks and client proposals. The Senior Associate role involves overseeing the work of staff associates and developing junior staff through on-the-job training.

Essential Functions and Primary Duties

• Research and data gathering from both private subscription sources and publicly available sources, including comparable public company research, precedent M&A transaction research, economic and industry research, and published accounting / finance / valuation guidance.
• Valuation modeling and related financial analyses using Microsoft Excel.
• Writing and development of client deliverables, including valuation reports and proposals, using Microsoft Word and PowerPoint.
• Development of high-quality and dynamic valuation templates
• Organize and maintain engagement files pursuant to firm policy and industry / regulatory requirements.
• Quickly develop an understanding of client financial records, tax filings and operating environment.
• Gain an understanding and be able to speak to various service lines in the Advisory group.
• Work on multiple engagements simultaneously.
• Stay informed of relevant trends in the finance and accounting industry, as well as current business / economic developments and their impact on our clients.
• Guide and review the work of the staff associates.
• Assist in developing and maintaining excellent client relationships.
• Enhance Service Delivery
• Seek, develop and present ideas that will increase the efficiency and quality of services.
• Commit to developing individual and group knowledge.
• Recognize extended service opportunities.
• Consider potential areas to develop expertise and specialized knowledge.
• Recognize the importance of, and actively participate in, practice development.
• Consider potential areas to develop expertise or obtain additional certifications.
• Maintain positive, professional relationships with clients and other stakeholders.
• Represent the firm at professional and charitable and / or civic organizations events.

Preferred Qualifications

Minimum Qualifications