Remote Valuation & Financial Modeling Associate

Jobtailor; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor in San Francisco seeks a professional to deliver high-quality valuation, financial modeling, and transaction-related services across a diverse client base. You will identify critical valuation issues, research and implement solutions, and contribute to business development within cross-functional BPM teams.

You will stay current on market developments, review third-party appraisals for audit support, and maintain strong client relationships while embracing remote-first workflows and

Qualifications

• Bachelor's degree in business, finance, economics, applied mathematics, or similar degree required.
• Minimum of 2-4 years' experience in business valuation at a valuation, consulting, accounting, or investment banking firm.
• Significant progress toward or achievement of CFA, ASA, CPA, and/or CVA considered a plus.
• Strong foundation in financial valuation requirements for fair value analyses under financial reporting requirements.
• Proficiency in Microsoft Word, PowerPoint, and Excel required.
• Experience with Crystal Ball and advanced analytical tools preferred.
• Excellent verbal, written, and interpersonal communication skills.
• Strong business and financial statement analysis skills.
• Solid understanding of capital markets.
• Client and staff management skills.
• Excellent problem-solving skills and growth mindset.
• Understanding of derivatives and advanced modeling techniques for life sciences and technology companies strongly preferred.
• Candidates located in the San Francisco Bay Area or Southern California preferred.
• Relocation assistance is not available

Responsibilities

• Deliver high-quality valuation, financial modeling, and transaction-related services to a wide variety of clients
• Identify critical valuation issues and solve problems efficiently by researching, proposing, and executing relevant strategies
• Stay current on business and economic developments relevant to business valuation and specific industries
• Review third-party appraisals for audit support purposes
• Assist with business development and collaborate with other BPM practices to build cross-functional relationships
• Maintain positive and productive client relationships
• Enhance client services through effective use of technology, tools, staff utilization, and project management
• Provide responsive and efficient service as part of a high-performing team
• Support remote-first operations, paperless workflows, digital collaboration tools, and recycling initiatives

Skills

Financial valuation

Capital markets

Client management

Analytical thinking

Communication skills

Problem solving

Team collaboration

Education

Bachelor's degree in business/finance/economics

Applied mathematics or similar

Tools

Excel

PowerPoint

Word

Crystal Ball

Job description

Jobtailor in San Francisco seeks a professional to deliver high-quality valuation, financial modeling, and transaction-related services across a diverse client base. You will identify critical valuation issues, research and implement solutions, and contribute to business development within cross-functional BPM teams.

You will stay current on market developments, review third-party appraisals for audit support, and maintain strong client relationships while embracing remote-first workflows and