#LI-MC2 #LI-Onsite #CBIZAdvisory Responsibilities Valuations lie at the heart of most major corporate transactions-from mergers and acquisitions to financial reporting and litigation. As these ...
#LI-MC2 #LI-Onsite #CBIZAdvisory Responsibilities Valuations lie at the heart of most major corporate transactions-from mergers and acquisitions to financial reporting and litigation. As these ...
Senior Manager | Financial Valuation
Saint Louis, MO · On-site
$106K - $144K/yr
The Financial Valuation Senior Manager has an expanding client base with significant revenue accountabilities.This position may lead, or is a member of, the Growth Group with business development as ...
Senior Manager | Financial Valuation
Saint Louis, MO · On-site
$106K - $144K/yr
The Financial Valuation Senior Manager has an expanding client base with significant revenue accountabilities.This position may lead, or is a member of, the Growth Group with business development as ...
Senior Manager | Financial Valuation
$106K - $144K/yr
The Financial Valuation Senior Manager has an expanding client base with significant revenue accountabilities.This position may lead, or is a member of, the Growth Group with business development as ...
Senior Manager | Financial Valuation
$106K - $144K/yr
The Financial Valuation Senior Manager has an expanding client base with significant revenue accountabilities.This position may lead, or is a member of, the Growth Group with business development as ...
Role Overview We are looking for a Financial & Valuation Specialist to independently review, challenge, and validate Nace.ai's financial models and AI-driven investment workflows. Your role will be ...
Role Overview We are looking for a Financial & Valuation Specialist to independently review, challenge, and validate Nace.ai's financial models and AI-driven investment workflows. Your role will be ...
Experienced Financial Analyst/Associate, Portfolio Valuation and Fund Advisory Services (Energy &...
Financial And Valuation Advisory Industry: Portfolio Valuation Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and ...
Experienced Financial Analyst/Associate, Portfolio Valuation and Fund Advisory Services (Energy &...
Financial And Valuation Advisory Industry: Portfolio Valuation Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renewabl
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renewabl
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renew...
Chicago, IL · On-site
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renew...
Chicago, IL · On-site
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renewabl
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renewabl
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renew...
Dallas, TX · On-site
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renew...
Dallas, TX · On-site
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renewabl
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renewabl
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renewabl
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renewabl
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Experienced Financial Analyst/Associate, Portfolio Valuation and Fund Advisory Services (Energy &...
Houston, TX · On-site
Financial And Valuation Advisory Industry: Portfolio Valuation Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and ...
Experienced Financial Analyst/Associate, Portfolio Valuation and Fund Advisory Services (Energy &...
Houston, TX · On-site
Financial And Valuation Advisory Industry: Portfolio Valuation Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and ...
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dall...
New York, NY · Hybrid
Financial And Valuation Advisory Industry: Portfolio Valuation Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and ...
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dall...
New York, NY · Hybrid
Financial And Valuation Advisory Industry: Portfolio Valuation Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renew...
Atlanta, GA · On-site
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renew...
Atlanta, GA · On-site
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renew...
Houston, TX · On-site
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renew...
Houston, TX · On-site
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dall...
Dallas, TX · Hybrid
Financial And Valuation Advisory Industry: Portfolio Valuation Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and ...
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dall...
Dallas, TX · Hybrid
Financial And Valuation Advisory Industry: Portfolio Valuation Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renewabl
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renewabl
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renew...
Manhattan, NY · On-site
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Manager/Director, Valuation Services - Structured Finance & Capital Equipment Valuation for Renew...
Manhattan, NY · On-site
The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies ...
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dall...
New York, NY · On-site
Financial And Valuation Advisory Industry: Portfolio Valuation Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and ...
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dall...
New York, NY · On-site
Financial And Valuation Advisory Industry: Portfolio Valuation Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and ...
Financial And Valuation Advisory Industry: Portfolio Valuation Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and ...
Financial And Valuation Advisory Industry: Portfolio Valuation Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and ...
Financial Valuation information
See salary details
$46K - $59.3K
2% of jobs
$59.3K - $72.6K
3% of jobs
$72.6K - $86K
6% of jobs
$86K - $99.3K
4% of jobs
$108K is the 25th percentile. Wages below this are outliers.
$99.3K - $112.6K
14% of jobs
$112.6K - $125.9K
1% of jobs
$125.9K - $139.2K
9% of jobs
The median wage is $142.7K / yr.
$139.2K - $152.5K
40% of jobs
$152.5K - $165.9K
5% of jobs
$165.9K - $179.2K
10% of jobs
$179.2K - $192.5K
5% of jobs
$46K
$137.2K
$192.5K
How much do financial valuation jobs pay per year?
What are the key skills and qualifications needed to thrive in the Financial Valuation position, and why are they important?
To excel in Financial Valuation, strong analytical and quantitative skills, a solid understanding of accounting and financial modeling, and at least a bachelor’s degree in finance, accounting, or a related field are essential. Familiarity with valuation methods, Excel, financial databases (like Bloomberg or Capital IQ), and certifications such as CFA or ASA are highly beneficial. Attention to detail, effective communication, and the ability to work collaboratively are standout soft skills for this role. These competencies are vital for producing accurate valuations, supporting informed business decisions, and maintaining credibility with stakeholders.
What is a Financial Valuation job?
A Financial Valuation job involves analyzing businesses, assets, or investments to determine their fair value. Professionals in this role use financial models, market research, and industry data to assess worth for mergers, acquisitions, litigation, or financial reporting. They often work in investment banks, accounting firms, or corporate finance teams. Strong analytical skills, knowledge of valuation methodologies, and financial modeling expertise are essential for success in this field.
What are the common career paths for professionals in Financial Valuation?
Many professionals who start in Financial Valuation move into senior roles such as Valuation Manager, Director of Valuation Services, or specialized positions in investment banking, corporate finance, or private equity. The foundational experience gained in valuation provides a strong background for roles that require financial analysis, risk assessment, and deal structuring. Additionally, professionals may choose to specialize in specific industries or types of valuations, such as real estate, intangible assets, or business combinations. Advancement is often tied to gaining further certifications, experience, and developing a reputation for technical competency and client management.
CBIZ rating
8.0
Based on 49 frontline employees who took The Breakroom Quiz
11th of 17 rated bookkeepers and accountants
Job description
#LI-MC2 #LI-Onsite #CBIZAdvisory
Responsibilities
Valuations lie at the heart of most major corporate transactions-from mergers and acquisitions to financial reporting and litigation. As these transactions become more complex, the need for objective, comprehensive valuations becomes greater. That's where CBIZ Valuation Group comes in. Since we approach valuation as a science and an art, our clients benefit not only from proven valuation techniques, but also from our highly developed business instincts drawn from years of experience.
What sets us apart from our competition is the expertise and dedication of our professional and support staff. The main goal of our valuation services staff is to provide accurate and timely reporting on which the client and any third-party intermediary can rely. Our professionals hold various designations, such as Accredited Senior Appraiser (ASA) and Chartered Financial Analyst (CFA), and have significant experience in their respective fields.
CBIZ Valuation Group's resources and industry knowledge make us one of the most sought-after valuation services firms in the United States. With our network of financial and business analysts, appraisers, attorneys, and accountants working for you, you can rest assured that your most important financial transactions are in expert hands.
The Financial Valuation Senior Manager has an expanding client base with significant revenue accountabilities. This position may lead, or is a member of, the Growth Group with business development as a major job focus.
Essential Functions and Primary Duties
- Perform business valuations across a range of purposes including financial reporting (ASC 805, ASC 718, ASC 350, etc.), 409A, gift & estate tax, fairness and solvency opinions, and ESOPs
- Perform review of third-party valuation reports to support the firm's audit department
- Regarded as a Subject Matter Expert within business unit and shares knowledge
- Recognize business opportunities for our clients and for CBIZ
- Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met
- Enhance and improve analysis processes, financial models, and reports
- Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
- Supervise, train and mentor staff; listen and communicate effectively
- Drive a team environment; demonstrate support of management decisions and builds a positive culture
- Additional responsibilities as assigned
Preferred Qualifications
- Advanced degree in finance, accounting, business, economics or a related field
- CFA, ASA, ABV, CPA or similar certifications
- Familiarity with advanced financial valuation models, including binomial option pricing models, Monte Carlo simulations, etc.
- Significant experience with valuation of business entities and intangible assets, complex capital structures, purchase price allocations, 409A valuations, goodwill and long-lived asset impairment
Qualifications
Minimum Qualifications
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
About CBIZ
Sourced by ZipRecruiter
With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities 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.
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
Cleveland, OH, US
Year founded
1987