#LI-MC2 #LI-Onsite #CBIZAdvisoryCBIZ 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 whats 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.Minimum QualificationsBachelors degree required8 years of experience in public accounting or related field5 years supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on business needsEssential Functions and Primary DutiesPerform, oversee and execute all aspects of business valuation engagements, including development of financial analysis, valuation models, exhibits and reportsReview, analyze and compare valuations of opposing expertsCommunicate and work with a broad client base consisting of private equity firms,publicly-tradedcompanies, venture-backed companies, etc.Ability to learn and perform business and derivative valuations using option pricing models and Monte Carlo analysisParticipate in client assignments from beginning to endIdentify and communicate case issues, finding, 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 clientsAssist in preparation of exhibits and background information for expert witness testimonyMaintain 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 expectationPreferred QualificationsMaster's degree in Finance, Accounting or related fieldExperience valuing alternative asset managers such as hedge funds and private equityKnowledgeableof the relevant statutory and family codes, and their applicability to valuation standards and accounting principles in performance of forensic accountingMust have active ASA, CFA, CPA or equivalent certificationEssential Functions and Primary DutiesPerform, oversee and execute all aspects of business valuation engagements, including development of financial analysis, valuation models, exhibits and reportsReview, analyze and compare valuations of opposing expertsCommunicate and work with a broad client base consisting of private equity firms,publicly-tradedcompanies, venture-backed companies, etc.Ability to learn and perform business and derivative valuations using option pricing models and Monte Carlo analysisParticipate in client assignments from beginning to endIdentify and communicate case issues, finding, 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 clientsAssist in preparation of exhibits and background information for expert witness testimonyMaintain 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 expectationPreferred QualificationsMaster's degree in Finance, Accounting or related fieldExperience valuing alternative asset managers such as hedge funds and private equityKnowledgeableof the relevant statutory and family codes, and their applicability to valuation standards and accounting principles in performance of forensic accountingMust have active ASA, CFA, CPA or equivalent certification