Financial Analyst

A Hiring Company; Lisle (IL); Remote; USD 150,000 - 200,000; Full time

Job summary

A Hiring Company is seeking a Vice President, Financial Analyst to join their Fully Remote team. This leadership role involves participating in the Fiduciary Committee, reviewing financial data, and ensuring compliance during transactions. Ideal candidates will possess a Bachelor’s degree in Finance or Accounting, and have a strong background in business valuation, excellent communication skills, and the ability to manage multiple projects effectively.

Benefits

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Life insurance

Flexible spending account

Health savings account

Employee Stock Ownership Plan

Qualifications

• Bachelor’s degree in Finance or Accounting required.
• 5-10 years’ experience in business valuation or related field.
• Experience in client service and business pitches.

Responsibilities

• Serve as a Member of the Fiduciary Committee.
• Review valuation reports and participate in committee meetings.
• Train staff on valuation methods and standards.

Skills

Proficient at Microsoft Excel

Ability to work well within a team environment

Ability to effectively communicate both orally and in writing

Ability to manage multiple projects

Excellent time management skills

Education

Bachelor’s degree in Finance or Accounting

Tools

PowerPoint

Word

Job description

3 days ago Be among the first 25 applicants

US FIDUCIARY SERVICES, INC.

JOB DESCRIPTION



JOB TITLE: Vice President, Financial Analyst

LAST UPDATE: 6/4/2025



LOCATION: Fully Remote REPORTS TO: SVP, General Counsel

DIVISION: GreatBanc Trust Company EXEMPT: Yes

DEPARTMENT: Qualified Retirement Plan PAY RANGE: $150,000-$200,000

Group



GENERAL PURPOSE

The Vice President, Financial Analyst is responsible for participating as a member of the Fiduciary Committee, reviewing valuation reports and related client financial data, participating in ESOP transactions, and evaluating and understanding client financial performance for the purpose of fulfilling GreatBanc’ s fiduciary role.



ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Serve as a Member of the Fiduciary Committee.

2. Annual Valuation Updates and Administrative Actions

• Review valuation reports and participate in Fiduciary Committee meetings for annual updates and administrative actions.

• Review the valuation checklist prepared by the Client Service Officer.

3. Transactions

• Serve as a member of the Transaction Team as requested by the Client Service Officer or General Counsel, including participation in due diligence, and negotiations.

• Review transaction financial diligence, valuation reports, fairness opinions, and related analyses, and participate in Fiduciary Committee meetings for Transactions.

• Review Protocol documents, in conjunction with General Counsel and Compliance Team, to ensure Process Agreement compliance.

• Prepare a valuation checklist.

4. Assist with Approval Process for Valuation Advisors

• Review data submitted by Valuation Advisors in support of applications for pre-approval to the transaction list and participate in Compliance Team approval process.

5. Train Staff on Valuation Methods and Standards

• Periodically meet with staff to ensure that they are adequately knowledgeable on valuation skills.

• Develop training for ongoing skill development as requested.

6. Client Service

• Meet with clients as necessary in due diligence, board meetings, or as requested by Client Service Officers to address valuation-related issues.

• Participate in new client pitches as requested by Business Development Team.

• Participate in industry conferences and seminars.



EDUCATION/EXPERIENCE

o Bachelor’s degree in Finance or Accounting

o 5-10 years’ experience in business valuation or related field



SKILLS/ABILITIES

o Proficient at Microsoft Excel, PowerPoint, Word

o Ability to work well within a team environment

o Ability to effectively communicate both orally and in writing

o Ability to manage multiple projects at one time

o Excellent time management skills



BENEFITS

o Benefits:

o 401(k)

o 401(k) matching

o Dental insurance

o Flexible spending account

o Health insurance

o Health savings account

o Life insurance

o Paid time off

o Referral program

o Retirement plan

o Vision insurance

o Employee Stock Ownership Plan

Compensation details: 150000-200000

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Business Content

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