Complex Financial Instruments Consultant

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.

CBIZ's valuation practice specializes in the valuation of corporate equity, debt and derivative securities, partnership interests, and intangible assets of privately held and publicly traded businesses. Valuation projects serve a variety of purposes, including for mergers and acquisitions, financial reporting, tax reporting, litigation, bankruptcy, portfolio valuation, and corporate planning. Assist domestic and global clients in numerous industries, including energy, healthcare, technology, real estate, hospitality, consumer and industrial products, telecommunications, and financial services, among others.

Complex Financial Instruments ("CFI") is responsible for utilizing their educational background, along with established organizational and project management skills to assist in serving the CFI team and CBIZ's clients to prepare and review valuations of complex derivative instruments. This role works within a team environment to actively assist in the analysis and resolution of client matters while taking direction and receiving guidance from management members. This role is charged with execution and delivery of challenging valuation and appraisal engagements by participating in all aspects of the project from initial proposal preparation through modeling and concluding with the presentation of final analyses.

Essential Functions and Primary Duties

• Construct financial models used in the valuation of complex derivative financial instruments for financial reporting, tax and regulatory compliance, transaction support, and corporate strategy
• Use mathematical and statistical financial models for valuations of multiple asset classes including complex securities, options, credits, and derivatives across a variety of industry sectors
• Assist with the delivery of projects related to the valuation of illiquid and complex securities, hard-to-value assets, financial derivatives (including over-the-counter derivatives), and structured products
• Aid in the delivery of services related to hedge advisory, strategic assessment, model validation, economic studies, and other advisory projects
• Prepare necessary exhibits and memos in illustration of complex issues
• Compose narrative reports in support of valuation analyses
• Document and maintain all appropriate aspects of work product
• Ensure quality controls are adhered in association with all work products
• Participate in internal and external client meetings
• Perform related company, industry, and economic research
  

Preferred Qualifications

• Demonstrated aptitude in quantitative and qualitative analysis of complex financial instruments, including options, warrants, fixed income securities, and other derivatives
• Proficiency in MATLAB, VBA, Python, R, or other programming language
• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word
• Experience with Capital IQ, Bloomberg, or Refinitiv
• Experience with Crystal Ball, @Risk, or other software applications used for risk analysis, predictive modeling, forecasting, simulation, and optimization
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Solid organizational skills
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to meet project deadlines with a focus on details
• Superior verbal and written communication skills
• Superior analytical and research skills
• Ability to successfully multi-task while working independently or within a group environment
• Capacity to build and maintain strong relationships with internal and client personnel
• Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
• Ability to successfully interact with professionals at all levels
• Ability for intermittent travel within the US and internationally

Minimum Qualifications

• High School diploma or GED required
• 3 years of experience in related field
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses
• Must be able to work in a team environment
• Presentation skills mandatory
• 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

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