Business Valuation Supervising Senior Associate in San Diego at CBIZ

Date Posted: 11/16/2022

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 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 has been honored to be the recipient of several national recognitions:  

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2022 Top Workplaces USA
  • 2021 America’s Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness
  • 2022 Great Place to Work Certification

The Forensic and Litigation Associates work as a member of the Client Services group and can expect a diverse experience ranging from accounting procedures for litigation engagements to the performance of business appraisal and valuation services. This position performs many duties of an advance level forensic accountant including working directly for corporate clients, under the supervision of upper level management.  

Essential Functions and Primary Duties

  • Performance of valuation, appraisal and financial analyses, including development of schedules and exhibits for expert testimony.
  • Design, prepare and review valuation and spread sheet models including: weighted average cost of capital; discounted cash flow (DCF); guideline public company; relief from royalty and M&A transaction methods
  • Perform industry research including comparable publicly-traded companies (using Capital IQ), M&A transactions, industry trends and financial conditions of peer companies
  • Conduct market research using Internet analytics, comparable licensing transactions, social media analytics, brand and patent research tools
  • Write and review valuation reports
  • Contribute to activities at the senior level including interfacing with associates for project management, time management, and general supervision and guidance
  • Maintain and build team’s knowledgeable of relevant statutory codes and valuation best practices
  • Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements.
  • Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients
  • Assist in preparation of exhibits and background information for expert witness testimony
  • Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct.

Preferred Qualifications

  • Excellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environment
  • High level of proficiency with Microsoft Excel, Word, and PowerPoint
  • Familiarity with CapitalIQ, ktMINE, Royalty Source, Deal Stats, Google Analytics and other research tools
  • Strong quantitative and analytical skills. Ability to analyze large data sets and simplify/translate into a visual format

Minimum Qualifications Required

  • Bachelor’s degree required; Master’s degree preferred
  • A minimum of two years of experience with valuations of business entities and financial analysis and research
  • Progress towards professional certification such as CPA, ASA, CFA, CVA, etc.
  • Solid oral and written communications skills (including ability to develop narrative valuation/expert reports and other client communication materials)
  • Effective organizational skills and ability to manage multiple projects simultaneously to meet fluctuating deadlines
  • Strong attention to detail

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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