Senior Specialist - Valuations

OSTTRA • Nashville, TN

5d • Remote

About The Position

Within the Private Markets division, the Valuation Services team is looking for a Senior Analyst to make an immediate impact on delivering valuation services and support to several Venture Capital/Private Equity clients spread across the US and APAC regions. The analyst will be working on ASC 820 valuations for fair value reporting within a close-knit team that values collaboration, problem-solving, and continuous learning.

Requirements

• 3 + years of relevant work experience, specifically involving ASC 820
• Strong understanding of private markets valuation methodologies, including Black-Scholes OPM, with the ability to perform valuations for VC/PE portfolios and early-stage companies with complex capital structures
• Advanced Microsoft Excel skills combined with strong analytical and problem-solving abilities
• Excellent verbal and written communication skills with extreme attention to detail
• Ability to work efficiently under strict deadlines in a collaborative team setting
• This role is limited to persons with indefinite right to work in the United States.

Nice To Haves

• Post-graduate degree in Accounting or Finance
• CPA, CFA, or another relevant designation
• Familiarity with SaaS business models

Responsibilities

• Perform portfolio valuations for VC/PE funds and business valuations of early-stage venture-backed companies with complex capital structures, adhering to all AICPA standards pertaining to Fair Value
• Lead client engagements, including the gathering and reviewing of underlying source data, project management, communication around timelines and deliverables, and audit support
• Set up valuations for new clients as part of the onboarding process and lead training sessions on how to use the platform; assist the Implementation team with interpretation of financial and legal documents used in onboarding
• Work with the Client Engagement and Support teams to respond to client requests and resolve inquiries
• Contribute to the design and enhancement of the proprietary models and software platforms used to perform valuations

Benefits

• Health care coverage designed for the mind and body.
• Generous time off helps keep you energized for your time on.
• Access a wealth of resources to grow your career and learn valuable new skills.
• Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Perks for your partners and little ones, too, with some best-in class benefits for families.
• From retail discounts to referral incentive awards—small perks can make a big difference.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed