Valuation and ESOP Transaction Senior Consultant

Valuation & Esop Transaction Senior Consultant

CBIZ Valuation Group is hiring a Valuation & ESOP Transaction Senior Consultant for our national practice. We are looking for someone who pairs strong analytical skills with sound judgment, enjoys solving complex problems, and takes ownership of delivering high-quality work while helping elevate the team.

The CBIZ ESOP team is nationally recognized and works on both buy-side (trustee) and sell-side (selling shareholder) engagements for privately held companies across the U.S. We provide valuation services to existing ESOP companies and advise non-ESOP companies on ESOP-based liquidity and succession solutions. The group handles a wide range of transactions and ongoing annual valuations, offering the chance to develop deep subject matter expertise and long-term client relationships. We operate in a fast-paced, collaborative environment and offer competitive compensation and benefits.

The Senior Consultant role is an integral part of the engagement team and is responsible for performing valuation modeling and related financial analyses, researching and supporting critical inputs, participating in client meetings and calls, and preparing client deliverables, such as valuation reports and/or presentations, with related analysis and exhibits. Consultants also contribute to developing new business through producing pitch decks and client proposals. This role involves overseeing the work of staff associates and developing junior staff through on-the-job training.

Essential Functions and Primary Duties

• Perform business valuation, transaction feasibility and other ad-hoc financial analyses on a wide range of assignments.
• Gain an understanding of business operations alongside historical and prospective financial information.
• Conduct and apply market, economic and industry research.
• Identify and apply relevant valuation / accounting / finance principles and guidance.
• Prepare professional models, reports, tables, exhibits, and charts using Microsoft Office products.
• Develop client deliverables, including valuation and transaction feasibility reports and proposals.
• Demonstrate capacity to work on multiple engagements simultaneously while effectively managing deadlines.
• Drive the due diligence process by creating informed client information request lists and meeting agendas, identifying key areas of focus and/or follow-up.
• Review, reconcile and summarize engagement-related files / documentation maintained in compliance with firm policy and applicable industry and regulatory requirements.
• Assist in transaction execution by comprehending and maintaining oversight of key priorities and matters.
• Foster positive, professional relationships with clients and other stakeholders.
• Guide and review the work of the staff associates and provide regular feedback.
• Maintain and improve high-quality and dynamic valuation and transaction feasibility model and presentation templates.
• Seek and develop ideas that will increase the efficiency and quality of services and develop group knowledge.
• Recognize areas to advance individual expertise, gain specialized knowledge or obtain additional relevant certifications.

Preferred Qualifications

• Previous work experience, specifically in the business valuation and/or transaction consulting fields.
• Valuation-related designation (ASA or ABV preferred) and/or pursuing the CFA designation.
• Proficiency in constructing complex formulas and macros within Microsoft Excel and professional presentations within Microsoft PowerPoint.

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