Manager, Finance, Valuation & Pricing Analysis

Jobtailor

Iowa (LA)

On-site

USD 110,000 - 180,000

Full time

6 days ago
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Job summary

Jobtailor seeks a senior finance leader to oversee valuation, pricing and impairment analyses within the Investments Department. You will lead and develop a team, ensure accurate analyses across asset types and derivatives, and maintain strong process controls.

You’ll collaborate with risk and investment offices, communicate complex financial information to senior management, and drive continuous improvements in valuation methodologies and reporting.

Qualifications

  • Bachelor’s degree in accounting or finance or equivalent experience.
  • Eight years of accounting/finance experience including three years of supervisory/management experience.
  • Strong people management and communication skills across diverse audiences.
  • Experience with valuation/pricing and impairment analyses for all asset types and derivatives.

Responsibilities

  • Manage activities of assigned team, including supervisors and/or individual contributors.
  • Stand up a new valuation function within the investments department.
  • Lead the derivative valuation function within Investment Reporting.
  • Collaborate with other departments to ensure valuation methodology complies with expectations.
  • Provide valuation/pricing, impairment analysis and process-control oversight.
  • Communicate directives from senior management and oversee performance reviews.
  • Travel occasionally to support cross-functional initiatives and third-party firms.

Skills

Accounting Experience
Valuation/Pricing Expertise
People Management Skills
Process Control Oversight
Financial Business Systems Proficiency
Investment Knowledge
Derivatives Valuation
Private Credit Accounting
Analytical Skills

Education

Bachelor’s degree in accounting or finance

Tools

MS Office
Excel
Financial Business Systems

Job description

  • Manage activities of assigned team, including supervisors and/or individual contributors
  • Adapt department plans to address resource and operational challenges
  • Participate in cross-functional initiatives
  • Understand and communicate directives from senior management
  • Hold one-on-one meetings with employees on performance and career development
  • Gather information and handle tactical questions for third-party firms
  • Complete or review issue papers and control memos
  • Identify potential accounting issues/errors and elevate appropriately
  • Approve budgeted staff expenses
  • Review, design and implement process and control improvements
  • Influence and lead the team in alignment with department strategy and values
  • Stand up a new valuation function within the investments department
  • Collaborate with other departments to ensure valuation methodology complies with Risk and Investment Office expectations
  • Lead the derivative valuation function priced within the Investment Reporting department
  • Provide valuation/pricing, impairment analysis, private credit accounting methodology, process-control oversight and subject-matter expertise
Requirements
  • Bachelor’s degree in accounting or finance, or equivalent experience
  • Eight years of accounting/finance experience including three years of supervisory/management experience
  • Strong people management skills
  • Ability to effectively communicate, orally and in writing, to diverse audiences
  • Organizational and prioritization skills
  • Advanced computer skills in MS Office, Excel and financial business systems
  • Working knowledge of investments
  • Ability to handle multiple projects
  • Customer service approach
  • Willingness to take on new projects
  • Analytical skills
  • Experience with valuation/pricing and impairment analysis functions for all asset types and derivatives
  • Exposure to private credit asset accounting methodology, including valuation and income accrual, and process control design oversight
  • Occasional travel
Core Competencies

Demonstrates expertise in accounting and finance with a strong focus on valuation, pricing, and impairment analysis. Proven ability to lead teams, manage projects, and implement process improvements while ensuring compliance with investment methodologies.

Highest-signal resume keywords
  • Accounting Experience
  • Valuation/Pricing Expertise
  • People Management Skills
  • Process Control Oversight
  • Financial Business Systems Proficiency
ATS Optimization Keywords
Hard Skills
  • Valuation Analysis
  • Impairment Analysis
  • Accounting Methodology
  • Process Improvement
  • Budget Management
  • Financial Reporting
  • Analytical Skills
  • Investment Knowledge
  • Derivatives Valuation
  • Private Credit Accounting
Soft Skills
  • Effective Communication
  • Organizational Skills
  • Prioritization Skills
  • Customer Service Approach
  • Team Leadership
Industry Keywords
  • Accounting
  • Finance
  • Investment Reporting
  • Valuation Methodology
  • Risk Management
Tools & Technologies
  • MS Office
  • Excel
  • Financial Business Systems
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