Valuation Director
1 week ago
CBIZ, a leading provider of financial and business services, is seeking a highly experienced Financial Valuation Director to lead our valuation services group. As a key member of our team, you will be responsible for delivering exceptional client service, driving revenue growth, and overseeing a team of professionals.
About CBIZWith over 120 offices and nearly 7,000 associates, CBIZ delivers top-level financial and business services to organizations of all sizes. We are proud to be recognized as one of the top providers of accounting services in the United States, and we are committed to providing national-caliber expertise combined with highly personalized service delivered at the local level.
Key Responsibilities- Develop and execute a targeted business development strategy to reach potential clients, leveraging industry associations, online platforms, and networking events to showcase expertise.
- Nurture relationships with referral sources, such as lawyers, accountants, and business advisors, by providing value-added insights and maintaining regular communication to generate referrals.
- Lead client engagement delivery, including team management, scoping work, managing deadlines, and providing deliverables that meet basic standards for valuation industry.
- Bachelor's degree in accounting, finance, or related field.
- CPA, CFA, or equivalent certification.
- 10+ years of experience creating valuation deliverables.
- 10+ years of experience working in client services.
- 7+ years of experience managing staff.
As a Financial Valuation Director at CBIZ, you will have the opportunity to work with a talented team of professionals, drive revenue growth, and deliver exceptional client service. We offer a competitive compensation package, comprehensive benefits, and a dynamic work environment.
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