Director of Valuation Services in Dallas at CBIZ

Date Posted: 11/9/2019

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: 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 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.

Valuations lie at the heart of most major business transactions - from mergers and acquisitions, to financial reporting, tax valuation, and litigation. Complex regulations and valuation methodologies can make determining objective, comprehensive valuations no easy feat. That is where we come in.

CBIZ valuation professionals provide accurate, independent and timely valuations of tangible and intangible assets. We have a depth of expertise working with the full range of industries and asset types. Our comprehensive services address the gamut of valuation needs you may encounter during the course of the business life cycle, including financial valuation, litigation support, tangible assets appraisals, machinery and equipment valuation, and real estate valuation. We leverage our national resources to ensure you have quality, thorough information you need when you need it. 

CBIZ Valuation Group is seeking a Director. The  Director works as a department head within a regional office and provides outstanding service to our valued clients. Works directly with clients, managing a staff of Consultants, Sr. Consultants, Managers, and Senior Managers. 

Essential Functions and Primary Duties:

  • Proficient at all Senior Manager essential functions
  • Develops and closes new business opportunities
  • Serves as client contact; viewed as a trusted business advisor by clients 
  • Demonstrates a high level of business integrity and knowledge of quality assurance standards
  • Has direct responsibility for meeting specific performance goals as defined by Managing Director, including:
    • ​Minimum billing/utilization targets
    • Minimum managed revenue target
    • Minimum revenue origination target
    • Engagement realization of 80% or better
  • Demonstrates proficient technical skills and overall business knowledge to be able to act as a client's business advisor
  • Exhibits strong passion for client service
  • May be a specialist in a specific business area demonstrating an ability to create and grow that area
  • Successfully builds and strengthens new and existing client relationships 
  • Understands client's business needs and knows how to successfully use all CBIZ services to better serve the client 
  • Consistently seeks and creates cross-serving opportunities 
  • Responsible for short-term and long-term planning and identifying business opportunities or all firm clients in addition to the Director's own practice 
  • Proactively meets with clients regarding all conditions affecting their business while providing advice accordingly 
  • Responsible for retaining and enhancing revenue from existing clients 
  • Continually involved in Practice Development activities based on a personal marketing plan; may include participation in organizations at a leadership level complementing Director's specialty area, article publication or teaching engagements 
  • Additional responsibilities as assigned 

Minimum Requirements:

  • Bachelor’s degree or Master's Degree in Business, Finance or Accounting 
  • 10 or more years of experience in valuation or related field
  • 7 or more years supervising and/or mentoring staff at all levels 
  • ASA, CFA, CPA, MAI or equivalent designation desired 


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