CBIZ · 9 hours ago
Senior Manager | Financial Valuation
721 Emerson Road Suite 400, St. Louis, MO, 63141, US
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Financial Valuation Senior Manager is responsible for performing business valuations and managing staff on engagement deliverables, with a focus on business development and client relationships.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Responsibilities
Perform business valuations across a range of purposes including financial reporting (ASC 805, ASC 718, ASC 350, etc.), 409A, gift & estate tax, fairness and solvency opinions, and ESOPs
Perform review of third-party valuation reports to support the firm’s audit department
Regarded as a Subject Matter Expert within business unit and shares knowledge
Recognize business opportunities for our clients and for CBIZ
Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met
Enhance and improve analysis processes, financial models, and reports
Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
Supervise, train and mentor staff; listen and communicate effectively
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Additional responsibilities as assigned
Qualification
Required
Bachelor's degree required
8 years experience in public accounting or related field
5 years supervisory
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on business needs
Preferred
Advanced degree in finance, accounting, business, economics or a related field
CFA, ASA, ABV, CPA or similar certifications
Familiarity with advanced financial valuation models, including binomial option pricing models, Monte Carlo simulations, etc
Significant experience with valuation of business entities and intangible assets, complex capital structures, purchase price allocations, 409A valuations, goodwill and long-lived asset impairment
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
H1B Sponsorship
CBIZ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2026-01-22
2025-12-18
Company data provided by crunchbase