Senior Consultant – Valuation and ESOP Transactions

CBIZ

Valuation and ESOP Transaction Senior Consultant at CBIZ, analyzing and executing financial valuation projects. Leading business valuation and transaction feasibility analyses for U.S.

Posted 5/21/2026full-timeRemote • Texas • 🇺🇸 United StatesSenior💰 $110,000 - $115,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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
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.

Benefits

Comp & perks

Competitive compensation
Benefits opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

business valuationtransaction feasibilityfinancial analysismarket researcheconomic researchaccounting principlesfinance principlescomplex formulasmacrospresentation development

Soft Skills

analytical skillscommunication skillsrelationship buildingtime managementteam leadershipfeedback provisionproblem-solvingefficiency improvementclient managementmulti-tasking

Certifications

Bachelor's degreeASAABVCFA