Valuation Director

CBIZ Advisory Services; Houston (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

CBIZ Advisory Services in Houston, Texas seeks a Financial Valuation Director responsible for ensuring client relationships and revenue generation through new business initiatives. The ideal candidate will have extensive experience in public accounting and supervisory roles.

Qualified applicants must possess a Bachelor's degree and an active CPA. Responsibilities include managing practice objectives, providing quality assurance, and serving as a key advisor to clients.

Qualifications

• 8 years of experience in public accounting or related field.
• 6 years of supervisory experience.
• Active CPA or equivalent certification required.

Responsibilities

• Responsible for short‑term and long‑term business planning.
• Manages practice meeting billing and realization objectives.
• Business development through adding new clients and executing marketing plans.
• Serve as key client contact and trusted business advisor.
• Ensure quality control standards are met.

Skills

Business integrity

Client service

Leadership skills

CPA certification

Education

Bachelor's degree

Master's degree (preferred)

Tools

Proficient use of applicable technology

Job description

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.

CBIZ Valuation Group’s resources and industry knowledge make us one of the most sought‑after valuation service 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 Director ensures that client relationships are established and maintained while delivering excellence to the clients. The position represents technical expertise and is responsible for revenue generation through new business, cross‑selling, and renewals.

Essential Functions and Primary Duties

• Responsible for short‑term and long‑term business planning
• Manages practice effectively meeting billing, realization, days outstanding, and individual charge hour objectives
• Business development revenue expectations by adding new clients, cross‑serve activity, and fully executing personal marketing plan
• Serve as key client contact; viewed as trusted business advisor by clients
• Ensure quality control standards are met
• Lead valuation employee group to meet department objectives
• Serve as internal advisor on technical matters as a Subject Matter Expert
• Drive a team environment, demonstrate support of management decisions, and build a positive culture

Preferred Qualifications

• Master's degree preferred

Minimum Qualifications

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs