Senior Specialist - Valuations
Core
Perform portfolio valuations for VC/PE funds and business valuations of early-stage venture-backed companies with complex capital structures, adhering to ASC 820 fair value reporting standards.
Role type
Senior Analyst, Valuation Services (Private Markets)
Builds
Valuation reports and fair value assessments for Venture Capital and Private Equity clients
Domain
Private Markets / Financial Services / Accounting
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
ASC 820 valuation methodologies, private markets valuation (Black-Scholes OPM), complex capital structure analysis, Microsoft Excel, project management, audit support
Preferred skills
Post-graduate degree in Accounting or Finance, CPA or CFA designation, SaaS business model familiarity
Technologies
Microsoft Excel, proprietary valuation platforms
Responsibilities
Perform portfolio and business valuations for VC/PE funds, lead client engagements including data gathering and audit support, set up valuations for new clients and assist with onboarding, contribute to the design of proprietary valuation models, respond to client inquiries
Seniority
Senior, hands-on IC