Operations Analyst, Valuation Services
Core
Provide high-level operational support to the Valuation Services practice, managing project workstreams, billing, and staff compliance.
Role type
Operations Analyst (Consulting/Valuation)
Builds
Operational efficiency and financial reporting for valuation engagements
Domain
Professional Services / Valuation
Deliverable
dashboards & analysis
Required skills
Project coordination, Billing management, Financial analysis, CRM management, Compliance monitoring, Client onboarding, Time tracking, Data entry, Conflict checks, Event logistics
Preferred skills
Accounting background, Investment banking experience, Valuation firm experience, Microsoft Office proficiency, Collaboration tools (BOX, Teams, Salesforce)
Technologies
Microsoft Office Suite, BOX, Teams, SharePoint, Salesforce, Agresso, Prime
Responsibilities
Coordinate with service lines and teams, Manage client onboarding and engagement letters, Support financial reviews and collections, Maintain project file compliance, Oversee timesheet compliance, Prepare and supervise client invoices, Run conflict checks, Update client CRM database, Assist with new hire onboarding, Handle time and expense entry, Provide logistical support for events, Support market recruiting and staffing processes.
Seniority
Mid-level, hands-on IC
