Senior Consultant – Financial Valuation

CBIZ

. Advise clients on complex valuation matters involving transactions, financial reporting, tax planning and strategic decision-making .

Posted 11/9/2026full-timeSt. Louis • Missouri • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business valuation, financial modeling, and strategic advisory, with a strong focus on developing discount rates and applying valuation methodologies such as DCF and CAPM. Proficient in preparing detailed valuation reports and effectively communicating complex financial concepts to clients and stakeholders.

Highest-signal resume keywords

Business ValuationFinancial ModelingDiscounted Cash Flow (DCF)Capital Asset Pricing Model (CAPM)Valuation Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Valuation AnalysisFinancial AnalysisDiscount Rate DevelopmentWACC CalculationIntangible Asset ValuationExcel ProficiencyTransaction AdvisoryComparable-Company AnalysisMulti-Period Excess Earnings MethodRelief-From-Royalty Method

Soft Skills

Analytical SkillsVerbal CommunicationWritten CommunicationAttention to DetailClient Management

Tools & Technologies

Microsoft ExcelFinancial Modeling Software

Certifications & Qualifications

Professional Certifications

Industry Keywords

Corporate FinanceTransaction AdvisoryFinancial ReportingTax PlanningStrategic Decision-Making

About the role

Key responsibilities & impact

Advise clients on complex valuation matters involving transactions, financial reporting, tax planning and strategic decision-making
Perform valuations of businesses, equity interests and intangible assets for financial reporting, tax, transaction and strategic advisory purposes
Build and analyze financial models using discounted cash flow, guideline public company, precedent transaction and other valuation methodologies
Analyze historical and projected financial performance, industry and economic trends, comparable companies, transactions and capital markets
Develop discount rates and valuation assumptions, including WACC, CAPM, beta, capital structure and company-specific risk considerations
Assist with intellectual property and other intangible asset valuations using multi-period excess earnings, relief-from-royalty and with-and-without methods
Work directly with clients to understand their businesses, financial forecasts, transactions and valuation assumptions
Prepare valuation reports, presentations and supporting analyses for clients, auditors and other stakeholders
Collaborate with senior professionals and review junior team members' analyses
Contribute to proposals, market research and thought leadership

Requirements

What you’ll need

Bachelor's degree in relevant field
3 years of relevant work experience
Must achieve professional certifications relative to area of expertise
Must have and preserve required licenses
Analytical skills
Proficient use of applicable technology
Ability to communicate verbally and in writing throughout all levels of the organization, internally and externally
Ability to travel based on client and business needs
Experience in valuation, transaction advisory, corporate finance, financial analysis or related consulting
Experience with DCF, comparable-company and transaction analyses
Experience developing discount rates and applying CAPM and WACC
Strong financial modeling skills and proficiency with Microsoft Excel
Strong analytical, written and verbal communication skills
Experience preparing client deliverables and communicating directly with clients
Ability to manage multiple engagements and priorities while maintaining attention to detail

Benefits

Comp & perks

Hybrid work arrangement
Opportunities for professional and personal growth
Hands-on exposure to challenging engagements
Opportunities to take increasing ownership of projects and client relationships
National resources and collaboration with experienced valuation professionals