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Job description
Responsibilities
Valuations lie at the heart of most major corporate transactions—from mergers and acquisitions to financial reporting and litigation. As these transactions become more complex, the need for objective, comprehensive valuations becomes greater. That’s where CBIZ Valuation Group comes in. Since we approach valuation as a science and an art, our clients benefit not only from proven valuation techniques, but also from our highly developed business instincts drawn from years of experience.
CBIZ Valuation Group’s resources and industry knowledge make us one of the most sought‑after valuation service firms in the United States. With our network of financial and business analysts, appraisers, attorneys, and accountants working for you, you can rest assured that your most important financial transactions are in expert hands. The Financial Valuation 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
Lead valuation employee group to meet department objectives
Serve as internal advisor on technical matters as a Subject Matter Expert
Drive a team environment, demonstrate support of management decisions, and build a positive culture
Preferred Qualifications
Master's degree preferred
Minimum Qualifications
Bachelor's degree required
8 years of experience in public accounting or related field
6 years of 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 technologyDemonstrated 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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Worksite address
houston, TX, 77246, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.