Valuation Analyst, Manager

Eqvista Inc.; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

Join a forward-thinking company as a Valuation Analyst, Manager, where you will lead a talented team in delivering top-notch valuation services. This role offers the chance to work in a dynamic environment, overseeing complex valuation projects while ensuring compliance and quality. With a strong emphasis on leadership, analytical skills, and client interaction, you will play a crucial role in driving the success of the valuation services. If you're passionate about valuation and ready to make a significant impact, this is the perfect opportunity for you to thrive and grow in your career.

Benefits

Competitive Compensation

Health Insurance

Dental Insurance

Vision Insurance

Generous PTO Policy

Career Growth Opportunities

Collaborative Culture

Qualifications

• 5+ years of experience in valuation and financial analysis required.
• CVA certification is mandatory for this role.

Responsibilities

• Lead a team of valuation analysts to deliver high-quality services.
• Oversee complex valuations and ensure compliance with regulations.

Skills

Valuation Analysis

Financial Modeling

Data Analysis

Leadership

Communication

Regulatory Compliance

Project Management

Education

Bachelor’s degree in Finance, Accounting, or Economics

Advanced degree (MBA, MSF)

Tools

Valuation Software

Project Management Tools

Job description

Eqvista, Inc. is a leading provider of equity management and cap table solutions, renowned for our cutting-edge technology and exceptional client service. We offer sophisticated solutions that empower businesses and financial institutions to manage equity effectively, ensure compliance, and make strategic decisions. We are seeking a dynamic and experienced Valuation Analyst, Manager to join our team and excel in a high-paced, intense, and demanding environment.

Role Overview

As the Valuation Analyst, Manager, you will lead a team of valuation professionals, overseeing complex valuation projects and ensuring high-quality, accurate, and compliant valuations. This role requires a proactive, detail-oriented individual with a CVA certification and extensive experience in valuation analysis. You will thrive in a fast-paced environment, where your leadership and analytical skills will drive the success of our valuation services.

Key Responsibilities

• Team Leadership: Manage and mentor a team of valuation analysts, providing guidance, support, and training to ensure the delivery of high-quality valuation services. Foster a collaborative and high-performance team environment.
• Complex Valuation Analysis: Lead and oversee advanced valuations of equity, stock options, and other financial instruments. Utilize sophisticated methodologies and models to deliver accurate and comprehensive analyses.
• Financial Modeling: Develop, maintain, and refine complex financial models to support valuation projects. Apply quantitative techniques and data analysis to provide actionable insights and recommendations.
• Report Preparation: Oversee the preparation of detailed valuation reports and documentation. Ensure clarity, accuracy, and transparency in all communications to clients and internal stakeholders.
• Regulatory Compliance: Ensure all valuations adhere to relevant regulations, standards, and industry guidelines. Stay updated on regulatory changes and adjust practices as needed to maintain compliance.
• Quality Assurance: Implement and oversee quality control processes to ensure the accuracy and consistency of valuation work. Conduct thorough reviews and audits of valuation projects to uphold high standards.
• Client Interaction: Serve as a primary point of contact for clients on valuation-related matters. Address complex valuation issues, provide expert advice, and ensure high levels of client satisfaction through exceptional service delivery.
• Cross-Functional Collaboration: Collaborate with other departments, including finance, legal, and operations, to support business objectives and address valuation-related challenges. Work with senior leadership on strategic initiatives and operational improvements.
• Process Improvement: Identify opportunities for process enhancements and innovations in valuation practices. Contribute to the development and refinement of valuation methodologies and best practices.

Requirements

• Experience: 5+ years of experience in valuation, financial analysis, or a related field, with a strong background in equity valuations and financial modeling. Prior experience in a managerial role is required.
• Certification: CVA (Certified Valuation Analyst) certification is required.
• Technical Skills: Expertise in valuation methodologies, financial modeling, and data analysis. Proficiency in valuation software and tools.
• Analytical Skills: Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights. Exceptional attention to detail and accuracy.
• Leadership: Proven ability to lead and manage a team of valuation professionals. Strong interpersonal skills and the ability to foster a collaborative and high-performance team environment.
• Communication: Excellent verbal and written communication skills, with the ability to present complex valuation concepts clearly and persuasively to clients and stakeholders.
• Organizational Skills: Highly organized with the ability to manage multiple projects and priorities in a high-pressure environment. Experience with project management tools and methodologies.
• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. Advanced degree (MBA, MSF) is a plus.

Preferred Qualifications

• Experience in the equity management or cap table solutions industry.
• Familiarity with high-growth or technology-focused companies.
• Knowledge of advanced valuation techniques and industry best practices.

What We Offer

• Competitive Compensation: Attractive salary with performance-based bonuses and incentives.
• Comprehensive Benefits: Health, dental, and vision insurance, along with a generous PTO policy.
• Career Growth: Opportunities for professional development, career advancement, and exposure to senior leadership.
• High-Paced Environment: A dynamic, fast-paced work environment where your contributions directly impact our valuation success and company growth.
• Collaborative Culture: A supportive and collaborative work environment where your skills and efforts are valued and recognized.

How to Apply

If you are an experienced valuation professional with a CVA certification and a passion for leading in a high-paced and demanding environment, we want to hear from you! Please submit your resume and a cover letter detailing your experience and interest in the role to [e-mail] .

Eqvista, Inc. is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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