Valuation Director
Careers at Myers and Stauffer Open At a glance
Director-level Investment & Corporate Development role at Careers at Myers and Stauffer. Houston · no salary stated · we estimate $195,000–$260,000 across the United States.
Careers at Myers and Stauffer has not published a salary for this role. The figure below is our estimate, not theirs.
financeroles summary, based on the employer's posting.
What you'll do
- Plan for the practice’s near-term and longer-term business needs
- Keep billing, realization, outstanding days and personal charge hours on target
- Bring in clients, grow work through cross-selling and renew business using your marketing plan
- Act as clients’ main contact and trusted advisor while ensuring valuation work meets quality standards
- Guide the valuation team, advise colleagues on technical questions and support department goals
What you bring
- A bachelor’s degree and at least eight years in public accounting or a related field
- At least six years overseeing employees, plus an active CPA or equivalent credential
- You can balance deadlines across assignments and communicate clearly with internal and external audiences
Who this fits
This director role suits an experienced valuation professional who can lead staff, advise clients and contribute to revenue growth. You should be prepared to travel as client and business needs require.
From the employer
#CBIZAdvisory
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. What sets us apart from our competition is the expertise and dedication of our professional and support staff. The main goal of our valuation services staff is to provide accurate and timely reporting on which the client and any third-party intermediary can rely. Our professionals hold various designations, such as Accredited Senior Appraiser (ASA) and Chartered Financial Analyst (CFA), and have significant experience in their respective fields.
CBIZ Valuation Group’s resources and industry knowledge make us one of the most sought-after valuation services 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 technology
- Demonstrated 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
Investment & Corporate Development work from LinkedIn, X, Reddit and Upwork, in one list.
Each morning you get everything that fits, strongest first.
Investment & Corporate Development
Find me workBy the team behind financeroles.