Business Valuation Consultant | 2026 at CBIZ in Dallas, TX

Essential Functions and Primary Duties

• Perform all aspects of client field work relating to valuation engagements under the direct supervision of senior consultants and above
• Execute valuations for financial reporting (e.g., business combinations, goodwill impairment testing, stock options, etc.), tax reporting, and strategic planning purposes
• Prepare and review valuation models, including discounted cash flow (DCF), guideline public company, and transaction method
• Communicate and work with a broad client base consisting of private equity firms, publicly traded companies, venture-backed companies, etc.
• Understanding of, and ability to compute, financial ratios and perform comparisons among various comparable companies
• Ability to learn and perform business and derivative valuations using option pricing models and Monte Carlo analysis
• Possess and apply analytical, communication, and business writing skills as it relates to individual client assignments

• Extensive research and report writing

   

   

Preferred Qualifications

• A degree in Business, Finance or Accounting and experience in valuation or consulting a plus 
  ASA, CFA, CPA or other relevant certification or progress towards one of these certifications is desired but not required
• Travel may be required
• Proficient computer ability relative to the constructing of complex formulas and macros
   

Minimum Qualifications

• Bachelor’s degree required
• 1 year of experience in related field
• Must be able to work in a team environment
• Presentation skills mandatory
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
• Must be able to travel based on client and business needs
   

CBIZ 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 what's 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.