Senior Valuations Analyst—Investments & Reporting

Search Services; Houston (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Our client, a major publicly traded investment company in Houston, seeks a valuations senior associate to join the corporate accounting and finance team. You will assist with quarterly portfolio company valuation models and engage in financial reporting and internal analysis.

The role requires 4+ years in banking, accounting, or related finance, a Bachelor’s in Accounting or Finance, and strong Excel/GAAP skills. CPA/CFA or progress toward designation is preferred.

Qualifications

• Public accounting or public accounting / Industry combination experience is preferred.
• 4+ years of experience in banking, accounting, or related finance function is required.
• Bachelor’s degree in Accounting or Finance required (Master’s in Accounting or MBA is a plus).
• Prefer candidates who currently have a CPA or CFA designation or are currently working towards one of these designations.
• Significant exposure to general accounting and financial reporting, including internal controls, is required for review of company financial statements and valuation packages (valuations / financial modeling experience is a differentiator).
• Should exhibit strong organizational and communication skills.
• Must demonstrate leadership potential and exhibit strong performance.
• Should be outgoing and exhibit strong interpersonal skills.
• Must exhibit a strong work ethic and be willing to complete projects accurately under tight deadlines.
• Must be able to multi‑task to ensure multiple deadlines are met.
• Must exhibit strong communication skills and responsiveness in order to follow up on unusual items and to communicate status.
• Strong accounting and GAAP background required.
• Should exhibit strong Microsoft Excel skills.

Responsibilities

• Assist lower middle market and middle market investment groups in the preparation of quarterly portfolio company valuation models.
• Assist valuations leadership in the review of lower middle market and middle market investment models on a quarterly basis.
• Review and analyze valuation metrics/summary schedules.
• Supervise and develop valuation analysts.
• Assist in organizing and providing valuation data to external auditors and third‑party valuation consultants.
• SEC reporting (10-K, 10-Q, etc.).
• Management (internal) reporting and analysis.
• Special projects and ad hoc reporting as directed by executive management.
• Investor and Analyst presentations.

Skills

Leadership

Communication

Organizational skills

Excel

Financial modeling

GAAP

Education

Bachelor's degree in Accounting or Finance

Master's in Accounting or MBA

Tools

Microsoft Excel

Job description

Our client, a major publicly traded investment company in Houston, seeks a valuations senior associate to join the corporate accounting and finance team. You will assist with quarterly portfolio company valuation models and engage in financial reporting and internal analysis.

The role requires 4+ years in banking, accounting, or related finance, a Bachelor’s in Accounting or Finance, and strong Excel/GAAP skills. CPA/CFA or progress toward designation is preferred.