Senior Consultant | Financial Valuation

#LI-AM1 #LI-Hybrid #CBIZ-Advisory

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.

The Valuation professionals at CBIZ 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.

About the Opportunity

Join CBIZ's national Financial Valuation practice and build your career advising clients on complex valuation matters involving transactions, financial reporting, tax planning and strategic decision-making.

As a Senior Consultant, you will work directly with experienced valuation professionals and clients across a variety of industries while developing expertise in business enterprise, equity and intangible asset valuation. You will apply sophisticated valuation methodologies, conduct financial and market analysis, build and review valuation models, and communicate conclusions through client-ready reports and presentations. The position offers hands-on exposure to challenging engagements and opportunities to take increasing ownership of projects and client relationships.

Essential Functions and Primary Duties

• Perform valuations of businesses, equity interests and intangible assets for financial reporting, tax, transaction and strategic advisory purposes (ASC 805/PPA, ASC 350/360 impairment, ASC 718/409A, tax, business/equity/intangible valuation and transaction-related work).

• Build and analyze financial models using discounted cash flow, guideline public company, precedent transaction and other relevant valuation methodologies.

• Analyze historical and projected financial performance, industry and economic trends, comparable companies, transactions and capital markets.

• Develop discount rates and other valuation assumptions, including WACC, CAPM, beta, capital structure and company-specific risk considerations.

• Assist with valuations of intellectual property and other intangible assets using methodologies such as the multi-period excess earnings, relief-from-royalty and with-and-without methods, as applicable.

• Work directly with clients to understand their businesses, financial forecasts, transactions and key valuation assumptions.

• Prepare clear, well-supported valuation reports, presentations and supporting analyses for clients, auditors and other stakeholders.

• Collaborate with senior professionals and increasingly take ownership of engagement workstreams, client communication and review of junior team members' analyses.

• Contribute to proposals, market research and thought leadership as you develop broader client-facing and business-development skills.

Preferred Qualifications

• Bachelor's degree in Finance, Accounting, Economics or a related field.

• Approximately 3+ years of valuation, transaction advisory, corporate finance, financial analysis or related consulting experience.

• Experience applying income and market approaches to valuation, including DCF, comparable-company and transaction analyses.

• Experience developing discount rates and applying concepts including CAPM and WACC.

• Strong financial modeling skills and proficiency with Microsoft Excel.

• Strong analytical, written and verbal communication skills.

• Experience preparing high-quality client deliverables and communicating directly with clients.

• Ability to manage multiple engagements and priorities while maintaining attention to detail.

• Progress toward or completion of the CFA, ASA, CPA/ABV or another relevant professional designation is a plus.

Minimum Qualifications

• Bachelor's degree in relevant field
• 3 years of relevant work experience
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs