Job Opening for Business Valuation Manager in CBIZ (San Diego, CA)

With over 100 offices and nearly 5,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions:

2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
Top 101 2020 Best and Brightest Companies to Work For in the Nation
2020 Healthiest 100 Workplace in America
2021 Top Workplaces USA

Our Forensic Consulting Group is currently seeking a qualified Business Valuation Manager in our downtown San Diego, CA office. Primary responsibilities will include: business valuations; financial analysis and modeling; company and industry research; and assistance in preparation of valuation and other expert reports to be utilized for valuation, litigation and forensic accounting purposes. Additional activities will include managing document requests/production, building/maintaining valuation models and reports, conducting site visits and client interactions. Assistance with damages and other financial forensic engagements may be required as necessary or if interested.

Essential Functions and Primary Duties

Perform industry research including comparable publicly-traded companies (using Capital IQ), M&A transactions, analyze competitive industry dynamics and financial conditions of peer companies
Prepare and review valuation and spread sheet models including: weighted average cost of capital; excess or deficient working capital; capitalization of earnings; discounted cash flow (DCF); guideline public company; and M&A transaction methods
Draft and review business valuation reports

Preferred Qualifications

Excellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environment
High level of proficiency with Microsoft Excel, Word, Capital IQ, and Deal Stats
Strong quantitative and analytical skills. Ability to analyze large data sets and simplify/translate into a visual format
Solid oral and written communications skills (including ability to develop narrative valuation/expert reports and other client communication materials)
Effective organizational skills and ability to manage multiple projects in order to meet fluctuating deadlines and pressure situations with incomplete information
Strong attention to detail

Minimum Qualifications

Bachelor’s degree required
A minimum of five years of experience with valuations of business entities and financial analysis and research
Must have taken at least three accounting specific classes, a CPA is a plus
Completion of an ABV (Accredited in Business Valuation) credential; or AM or ASA (American Society of Appraisers); or CFA; CPA, or MBA in finance.
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
Proficient use of applicable technology

CBIZ.Jobs Category: Financial Services

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EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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