Valuations Senior Associate

Unity Search Group; Houston (TX); On-site; USD 120,000 - 130,000; Full time

Job summary

Unity Search Group in Houston is seeking a Senior Valuations Associate to lead quarterly valuation work for portfolio company investments. The role offers a clear path toward Manager and eventual Director titles, with a chance to deepen valuation and finance skills on a major investment team.

The position is on-site in the Galleria area; requires CPA, a bachelor's in accounting or finance, 3+ years in public accounting or investment banking, and advanced Excel.

Qualifications

• Bachelor's degree in Accounting or Finance; MBA or CPA preferred.
• CPA required.
• 3+ years of experience in public accounting or investment banking.
• Experience with financial reporting and internal controls.
• Advanced Microsoft Excel skills.

Responsibilities

• Lead quarterly valuation of portfolio company investments.
• Assist with quarterly valuations and prepare valuation packages.
• Support on-site valuation work in Houston and contribute to team analysis.

Skills

Advanced Excel

Valuation/financial modeling

Public accounting or investment bank

Education

Bachelor's degree in Accounting or Finance

MBA or Master’s in Accounting (preferred)

CPA

Tools

Financial modeling

Job description

Senior Valuations Associate

A publicly traded principal investment firm based in Houston is adding a new role to its valuations team. The Senior Valuations Associate will play a lead role in the quarterly valuation of the firm's portfolio company investments. The position will be assisting with the quarterly valuations of investments in portfolio companies. This role offers the opportunity to further develop valuation/finance skills, in addition to general accounting and analysis skills. This role offers a 24-month Manager track in the Valuations group. This role is on-site in the Galleria area and offers excellent career growth with a defined path to Manager and future Director title.

Attributes Required:

• Bachelor's degree in Accounting or Finance required (Master's in Accounting or MBA is a plus)
• CPA required
• 3+ years' experience in public accounting or investment banking
• 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)
• Advanced Microsoft Excel skills

Our client offers a base salary of $120-130K with bonus and incentives.