CBIZ, Inc.
Forensic Accounting & Business Valuation Senior Manager
CBIZ, Inc., New Haven, Connecticut, us, 06540
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions and Primary Duties
Perform, oversee and execute all aspects of business valuation engagements, including development of financial analysis, valuation models, exhibits and reports
Review, analyze and compare valuations of opposing experts
Communicate and work with a broad client base consisting of private equity firms, publicly‑traded companies, venture‑backed companies, etc.
Ability to learn and perform business and derivative valuations using option pricing models and Monte Carlo analysis
Participate in client assignments from beginning to end
Identify and communicate case issues, findings, and improvement opportunities with managers and partners to resolve client issues discovered during engagements
Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients
Assist in preparation of exhibits and background information for expert witness testimony
Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct
Participate in training and developing staff and building a team‑centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to client expectation
Preferred Qualifications
Master’s degree in Finance, Accounting or related field
Experience valuing alternative asset managers such as hedge funds and private equity
Knowledgeable of the relevant statutory and family codes, and their applicability to valuation standards and accounting principles in performance of forensic accounting
Minimum Qualifications
Bachelor’s degree required
6 years of experience in business valuation or related field
3 years supervisory experience
Must have active ASA, CFA, CPA or equivalent certification
Ability to manage all aspects of client engagements
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
Proficient use of applicable technology
The annual salary target for this job in this market is $150,000 - $175,000. The specific compensation for this role will be determined based on the education, experience and skill set of the individual selected for this position. The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health‑care and dependent‑care reimbursement accounts, certification incentives, education assistance, referral program and much more.
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CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions and Primary Duties
Perform, oversee and execute all aspects of business valuation engagements, including development of financial analysis, valuation models, exhibits and reports
Review, analyze and compare valuations of opposing experts
Communicate and work with a broad client base consisting of private equity firms, publicly‑traded companies, venture‑backed companies, etc.
Ability to learn and perform business and derivative valuations using option pricing models and Monte Carlo analysis
Participate in client assignments from beginning to end
Identify and communicate case issues, findings, and improvement opportunities with managers and partners to resolve client issues discovered during engagements
Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients
Assist in preparation of exhibits and background information for expert witness testimony
Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct
Participate in training and developing staff and building a team‑centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to client expectation
Preferred Qualifications
Master’s degree in Finance, Accounting or related field
Experience valuing alternative asset managers such as hedge funds and private equity
Knowledgeable of the relevant statutory and family codes, and their applicability to valuation standards and accounting principles in performance of forensic accounting
Minimum Qualifications
Bachelor’s degree required
6 years of experience in business valuation or related field
3 years supervisory experience
Must have active ASA, CFA, CPA or equivalent certification
Ability to manage all aspects of client engagements
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
Proficient use of applicable technology
The annual salary target for this job in this market is $150,000 - $175,000. The specific compensation for this role will be determined based on the education, experience and skill set of the individual selected for this position. The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health‑care and dependent‑care reimbursement accounts, certification incentives, education assistance, referral program and much more.
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