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Job Details

Financial Services

Company name
CBIZ, Inc.

Dallas, TX, United States

Employment Type

Accounting, Finance

Posted on
Jan 31,2019

Valid Through
May 16,2019


With over 100 offices and nearly 5,000 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. CBIZ has been honored to be the recipient of several national recognitions: 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ Valuation Group is seeking a Director. The Director works as a department head within a regional office and provides outstanding service to our valued clients. Works directly with clients, managing a staff of Consultants, Sr. Consultants, Managers, and Senior Managers.

Essential Functions and Primary Duties:

Proficient at all Senior Manager essential functions

Develops and closes new business opportunities

Serves as client contact; viewed as a trusted business advisor by clients

Demonstrates a high level of business integrity and knowledge of quality assurance standards

Has direct responsibility for meeting specific performance goals as defined by Managing Director, including:

​Minimum billing/utilization targets

Minimum managed revenue target

Minimum revenue origination target

Engagement realization of 80% or better

Demonstrates proficient technical skills and overall business knowledge to be able to act as a client's business advisor

Exhibits strong passion for client service

May be a specialist in a specific business area demonstrating an ability to create and grow that area

Successfully builds and strengthens new and existing client relationships

Understands client's business needs and knows how to successfully use all CBIZ services to better serve the client

Consistently seeks and creates cross-serving opportunities

Responsible for short-term and long-term planning and identifying business opportunities or all firm clients in addition to the Director's own practice

Proactively meets with clients regarding all conditions affecting their business while providing advice accordingly

Responsible for retaining and enhancing revenue from existing clients

Continually involved in Practice Development activities based on a personal marketing plan; may include participation in organizations at a leadership level complementing Director's specialty area, article publication or teaching engagements

Additional responsibilities as assigned

Minimum Requirements:

Bachelor’s degree or Master's Degree in Business, Finance or Accounting

10 or more years of experience in valuation or related field

7 or more years supervising and/or mentoring staff at all levels

ASA, CFA, CPA, MAI or equivalent designation desired

Are you a returning applicant?

Company info

CBIZ, Inc.
Website :

Company Profile
CBIZ enables you to dedicate your time to critical business matters by providing custom solutions that help you manage your finances and employees. We offer clients exceptional quality and diverse capabilities in Accounting and Tax, Insurance, Payroll and Human Resources, as well as a suite of specialized consulting services and solutions – all with a single focus: your success.

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