CAREERS AT CBIZ

Financial Valuation Senior Consultant in Dallas, TX at CBIZ

Date Posted: 2/6/2021

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

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 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.



Essential Functions and Primary Duties:

  • Carry-out all aspects of client fieldwork relating to business valuation engagements, including research financial statement analysis, analysis of intellectual property and other intangible assets
  • Understanding of, and ability to compute, financial ratios and perform comparisons among various comparable companies
  • Understanding of, and ability to perform, computations for WACC, CAPM, DCF analysis and equity and invested capital ratios
  • Desire and ability to review Consultant’s valuation work and provide constructive review
  • Identification of new engagement opportunities through existing clients
  • Communicating and resolving questions or problems with clients



Minimum Qualifications:

  • A degree in Business, Finance or Accounting and 2+ years’ experience in valuation or consulting
  • Work toward ASA, CFA, CPA or other relevant certification is desired
  • Must possess a valid driver’s license as overnight travel may be required
  • Proficient computer ability relative to the constructing of complex formulas and macros

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