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Valuations Analyst - Succession Plan!

Valuations Analyst - Succession Plan!

CFSHouston, TX, United States
21 hours ago
Job type
  • Full-time
Job description
  • Title : Valuations Analyst
  • Valuations Analyst Salary : $75k - $90k + bonus + equity / stock
  • Why The Valuations Analyst Opportunity Stands Out :
  • This position offers the opportunity to transition into a deal team role!
  • Equity / Stock Options!
  • Collaborative Environment and Work Life Balance!
  • Valuations Analyst Key Responsibilities :
  • Support the quarterly valuation process for portfolio companies across diverse industries
  • Prepare valuation models, summaries, and performance metrics
  • Assist with internal and external reporting, including SEC filings and audit support
  • Collaborate with auditors, consultants, and cross-functional teams on valuation inputs
  • Prepare materials for management, investor, and analyst presentations
  • Contribute to special projects and ad hoc financial analysis as needed
  • Valuations Analyst Qualifications :
  • Bachelor's degree in Accounting or Finance required (Master's or MBA preferred)
  • CPA or CFA designation (or currently pursuing) required
  • 1-4 years of experience in accounting, banking, or finance - public accounting experience highly valued
  • #LI-MG9

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    Analyst Valuation • Houston, TX, United States