CAREERS AT CBIZ

Valuation Managing Director in Atlanta at CBIZ

Date Posted: 11/3/2019

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 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.

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States.  With more than 35 offices and more than 3,000 professionals in our Financial Services division, we serve the country’s growing mid-market public and private businesses.  MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting 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.

We are seeking a results-oriented leader to work in our Financial Valuation line of business at our Atlanta, GA office. As a national company CBIZ (NYSE: CBZ) is one of the nation's leading providers of professional business consulting services with careers available in Financial Services, including Accounting and Tax, Employee Management Services, including Benefits & Insurance, and a wide range of other consulting services.

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:

  • Responsible for short-term and long-term business planning
  • Manages practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
  • Business development revenue expectations by adding new clients, cross serve activity and fully executing personal marketing plan
  • Serve as key client contact; viewed as trusted business advisor by clients
  • Ensure quality control standards are met
  • Leads valuation employee group to meet department objectives
  • Serves as internal advisor on technical matters as a Subject Matter Expert
  • Drives a team environment; demonstrate support of management decisions and builds a positive culture

Minimum Qualifications:

  • Bachelor’s degree required; Masters degree in Accounting, Taxation or related field preferred
  • 10 years of valuation experience
  • 10 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Proficient use of applicable technology including excel
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proven high level of business integrity, client service and leadership skills
  • Must be able to travel based on client and business needs

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