Senior Valuation Consultant in Lawrenceville at CBIZ

Date Posted: 2/24/2020

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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 has been honored to be the recipient of several national recognitions: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ Valuation Group is a national company that excels as a premier full service valuation advisory firm.  We are known for our comprehensive services (financial, real estate, machinery, and equipment), industry expertise and professionalism.  As one of the largest independent valuation firms in the United States, CBIZ Valuation Group has handled assignments for some of the nation’s largest companies as well as middle-market companies. ​

The Consultant works as a member of the Client Services group in providing outstanding service to our valued clients, and works directly with clients under the supervision of an engagement manager.  Our Valuation Consultants perform all aspects related to the financial analysis and valuation of business enterprises, stock or other equity interests and intellectual property. 

Essential Functions and Primary Duties: 

  • Perform all aspects of client field work relating to valuation engagements under the direct supervision of senior consultants and above
  • Analyzing, summarizing, recording, and converting client’s data
  • Understanding of, and ability to compute, financial ratios and perform comparisons among various comparable companies
  • May perform administrative support functions, client communication letters, request forms, etc.
  • Possess and apply analytical, communication, and business writing skills as it relates to individual client assignments
  • Extensive research and report writing skills
  • Communicating and resolving questions or problems with clients

Minimum Qualifications:

  • A degree in Business, Finance or Accounting and experience in valuation or consulting a plus 
  • ASA, CFA, CPA or other relevant certification or progress towards one of these certifications is desired but not required.
  • Travel may be required.
  • Proficient computer ability relative to the constructing of complex formulas and macros.

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