Valuation Managing Director

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE : CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ is honored to be the recipient of several national recognitions for 2023 :

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• Top Workplaces - Financial Services Industry
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States.

MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.

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 Managing 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 :

• Develop a targeted marketing strategy to reach potential clients working with the corporate marketing team, leveraging channels such as networking events, industry associations, and online platforms to showcase expertise.
• Nurture relationships with referral sources, such as lawyers, accountants, and business brokers, by providing value-added insights and maintaining regular communication to generate referrals and will continuously invest in professional development and stay up to date with industry trends and regulations to position themselves as a trusted and knowledgeable expert in the field, ensuring credibility and attracting new clients.
• Responsible for client engagement delivery which includes team management, scoping the work, managing deadlines and providing deliverables that meet basic standards for valuation industry.
• determine appropriate valuation methodology based on type of valuation services to be delivered. Identify and collect of new client prospects;

develop new business for business valuation services.

Domestic travel approximately once per quarter to client sites based on business needs is required.

Minimum Qualifications :

• Bachelor's degree in accounting, taxation, or related field.
• CPA, CFA or equivalent certification.
• Prior experience must include 10 years of experience creating valuation deliverables.
• Prior experience must include 10 years of experience working in client services.
• Prior experience must include 7 years of experience managing staff.
20 days ago