FinTech Valuation Analyst

Valuation Research Corporation; Milwaukee (WI); Ibrido; USD 70.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical

Dental

Vision

Disability

401k match

Flexible PTO

Study material reimbursement

Descrizione del lavoro

Valuation Research Corporation is seeking a software applications professional to combine valuation expertise with technology. The role focuses on investigating differences across valuation models, supporting onboarding reviews, and improving processes and tools for technology-enabled valuation solutions to clients.

You will compare results across proprietary models, examine inputs and configurations, and work with portfolio valuation teams to classify and resolve issues.

Competenze

• 2–4 years of professional software application development and support experience.
• 0–2 years’ work experience in a financial analysis role. Prior M&A experience at a valuation firm or public accounting firm is a plus
• Bachelor’s or Master’s degree in Finance, Accounting or Economics. Coursework in valuation/financial statement analysis is a plus
• Strong analytical and problem-solving skills with strong verbal and written communication skills
• Progress towards ASA, CFA, or ABV designations is a plus
• Working/advanced knowledge of Excel
• Self-starter with ability to master new tasks quickly
• Ability to manage multiple assignments and priorities in a dynamic team setting
• Ability to work flexible hours around critical due dates
• Current authorization to work in the United States without visa sponsorship now or in the future

Mansioni

• Compare valuation results across proprietary models for client portfolios.
• Investigate differences in inputs, assumptions, calculations, market data, and mappings to identify divergence.
• Determine whether differences are caused by data, inputs, model configuration, software issues, or method variations.
• Collaborate with portfolio valuation teams to classify issues and decide resolutions.
• Assess materiality and recurrence of differences and escalate to senior team members as needed.
• Document findings, decisions, and evidence; retest changes to confirm resolution.
• Document software issues clearly so developers can reproduce and fix them.
• Support onboarding validation by ensuring data, mappings, configurations, and results meet readiness criteria.
• Turn recurring findings into stronger processes, validation checks, training materials, and tech improvements.

Conoscenze

Excel

Financial analysis

Valuation knowledge

Communication skills

Formazione

Bachelor’s or Master’s in Finance/Accounting/Economics

Descrizione del lavoro

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

This role combines valuation experience with technology to investigate differences across valuation models, support onboarding reviews, and help improve the processes and tools used to deliver technology-enabled valuation solutions to clients.

What you will do:

• Compare valuation results across proprietary models for new and existing client portfolios.
• Investigate differences in inputs, assumptions, calculations, market data, security mapping, model setup, and outputs to identify where results diverge.
• Identify whether differences are caused by source data, user inputs, model configuration, software issues, or expected variations in methodology.
• Partner with portfolio valuation teams to review findings, agree on issue classification, and determine the appropriate resolution.
• Assess whether identified differences are material or recurring, prioritize the follow-up work, and bring significant valuation, methodology, data, or software issues to senior team members.
• Maintain a clear record of findings, decisions, supporting evidence, and agreed solutions, then retest changes to confirm that each issue is resolved.
• Document software issues clearly so developers can reproduce, prioritize, and resolve them.
• Support onboarding validation by confirming that portfolio data, security mappings, model configurations, and valuation results meet agreed readiness and acceptance criteria.
• Turn recurring findings into stronger processes, validation checks, training materials, and technology enhancements

What you will need:

• 2 to 4 years of professional software application development and support experience
• 0-2 years’ work experience in a financial analysis role. Prior M&A experience at a valuation firm or public accounting firm is a plus
• Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis is a plus
• Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
• Progress towards ASA, CFA, or ABV designations is a plus
• Working/advanced knowledge of Excel
• Self-starter with the ability to master new tasks quickly
• Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
• Strong work ethic and ability to work flexible hours around critical due date
• Current authorization to work in the United States without the need for visa sponsorship now or in the future

What we offer you:

• Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
• Generous time off/flexible work arrangements
• Growth- VRC is growing, and so can your career
• Reimbursement for admission fees and study material for professional designations

VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email [e-mail] .