Valuation Reporting Analyst
3 weeks ago
Lincoln International is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
**Duties & Responsibilities**:
Based in Chicago, Illinois, the Valuation Reporting Analyst will serve as a key member of Lincoln's Global Business Enablement team, with the primary role of supporting the technology underlying Lincoln's proprietary valuation model. The Valuation Reporting Analyst will work with internal and external stakeholders to understand business challenges, using technology and process as tools to address these challenges. The Valuation Reporting Analyst will gain a deep understanding of Lincoln's Valuations and Opinions business.
The Valuation Reporting Analyst position at Lincoln provides an excellent opportunity to work in a demanding, yet supportive, team-oriented environment. The Valuation Reporting Analyst should have relevant professional experience, be entrepreneurial, poised, and able to deal with many different people both inside as well as outside the firm. Strong communication skills are critical to success in this role. Lincoln fosters a cohesive and supportive work environment and encourages teamwork.
Primary Responsibilities:
- Lead the continued development and maintenance of existing automated reporting templates and data connections in Workiva, and help to solution, test, and optimize new automated reporting templates
- Lead requirements gathering and manage the roadmap for new capabilities for automated reporting templates in Workiva
- Develop and own the support knowledgebase for the Workiva platforms to enable effective change management
- Develop a working knowledge of the Anaplan valuation model that feeds that data into Workiva reporting templates via WData integrations
- Participate in implementation of data integration and migration solutions
- Work with internal teams across departments, external teams, and clients to achieve program goals
**Qualifications**:
Professional and Cultural Characteristics:
- Authentic individual with high integrity, whose personal and professional values are consistent with Lincoln's Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity)
- Assertive, articulate, and self-motivated, can manage multiple tasks and deadlines in a fast-paced environment
- Resourceful, motivated problem solver with ability to identify and execute next steps
- Strong written and verbal communication skills with keen attention to detail
- Strong collaborator who enjoys working in an entrepreneurial environment
- Driven and ambitious professional who gains satisfaction from achieving personal and team goals
- Desire to learn new concepts and technology to enhance solutions and collaborate with teams
- Ability to effectively interface effectively with all levels of management and banking staff
- Strong interpersonal skills and work well in a team environment
Other Qualifications:
- Passion for technical problem solving, business analytics and financial reporting
- Bachelor's degree in Accounting Information Systems, Engineering, Computer Science, Information Technology, Management Information Systems or equivalent
- 1-2 years Workiva WDesk experience required
- 1-2 years of overall relevant technical experience (or related consulting or financial experience)
- Prior experience in software implementation or corporate finance and valuations a plus
- Advanced Microsoft Excel / financial modeling skills and strong Excel analytical capability
- Experience working with internal and external stakeholders to understand functional reporting requirements, translating these into technical requirements, and completing iterative reporting build based on these requirements
- Experience in change management, drafting internal and external communications, training materials, and presentations
- Experience in valuations and finance a plus
- Experience with Workiva Chains and WData a plus
- Experience with Anaplan a plus
- Understanding of data architecture and integration across platforms
- Ability to periodically work extended hours (in the office or remotely) as required to support the business in meeting deadlines
**Additional Information**:
Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
-
Valuation Reporting Analyst
1 month ago
Chicago, United States Valuation Reporting Analyst Full timeSeeking a Valuations Systems Platform Analyst/Administrator for a direct hire opportunity in Chicago. Based in Chicago, Illinois, the Valuation Reporting Analyst will serve as a key member of our Client’s Global Business Enablement team, with the primary role of supporting the technology underlying their proprietary valuation model. The Valuation Reporting...
-
Valuation Reporting Analyst
2 weeks ago
Chicago, United States Valuation Reporting Analyst Full timeSeeking a Valuations Systems Platform Analyst/Administrator for a direct hire opportunity in Chicago. Based in Chicago, Illinois, the Valuation Reporting Analyst will serve as a key member of our Client’s Global Business Enablement team, with the primary role of supporting the technology underlying their proprietary valuation model. The Valuation Reporting...
-
Valuation Systems Analyst
3 weeks ago
Chicago, United States Lincoln International Full timeLincoln International is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. **Duties &...
-
Analyst - Finance & Portfolio Valuations
1 week ago
Chicago, United States Monroe Capital LLC Full timeDescription: Monroe Capital is seeking an Analyst to join its Finance and Valuation Group. This role will be responsible for supporting Monroe’s quarterly valuation processes, including liaising with 3rd party valuation firms, Monroe’s underwriting and accounting teams and auditors, organizing these groups to meet desired deliverable timelines....
-
Financial Analyst
3 weeks ago
Chicago, United States Hilco Corp Full timeThis website requires JavaScript for some features to work properly. Please enable JavaScript for a better experience. **About** + **Financial Analyst (Inventory Valuation)** **Northbrook, IL** **Hilco Valuation Services, LLC** is dedicated to providing the highest level of inventory, machinery and equipment, intangible property and business valuation...
-
Pricing & Valuation Analyst
1 month ago
Chicago, United States Chicago Mercantile Exchange Inc. Full timeDescription The Pricing and Valuation Analyst leads the daily OTC settlement process and focus on certain OTC products, including IRS, FX, CDS and swaption. The incumbent also takes an independent role in at least one of the research projects, such as, data mining, new product launching, settlement system design and calibration etc. They will work with the...
-
Pricing Valuation Analyst
2 weeks ago
Chicago, United States CME Group Full timeDescription The Pricing and Valuation Analyst leads the daily OTC settlement process and focus on certain OTC products, including IRS, FX, CDS and swaption. The incumbent also takes an independent role in at least one of the research projects, such as, data mining, new product launching, settlement system design and calibration etc. They will work with the...
-
Pricing Valuation Analyst
1 month ago
Chicago, United States CME Group Full timeDescription The Pricing and Valuation Analyst leads the daily OTC settlement process and focus on certain OTC products, including IRS, FX, CDS and swaption. The incumbent also takes an independent role in at least one of the research projects, such as, data mining, new product launching, settlement system design and calibration etc. They will work with the...
-
Pricing & Valuation Analyst
2 weeks ago
Chicago, United States Chicago Mercantile Exchange Inc. Full timeDescription The Pricing and Valuation Analyst leads the daily OTC settlement process and focus on certain OTC products, including IRS, FX, CDS and swaption. The incumbent also takes an independent role in at least one of the research projects, such as, data mining, new product launching, settlement system design and calibration etc. They will work with the...
-
Valuations Analyst/Associate
2 months ago
Chicago, United States Harmer Full timeHarmer is partnering with a large Private Equity firm on a Valuation Analyst/Associate search.The position will be directly responsible for helping value the firm’s investments and serve supporting roles for portfolio company monitoring and investor relations. Assist in the quarterly ASC 820 valuations, modeling and liquidation waterfall analysis. 3-5...
-
Valuations Analyst/Associate
2 weeks ago
Chicago, United States Harmer Full timeHarmer is partnering with a large Private Equity firm on a Valuation Analyst/Associate search.The position will be directly responsible for helping value the firm’s investments and serve supporting roles for portfolio company monitoring and investor relations. Assist in the quarterly ASC 820 valuations, modeling and liquidation waterfall analysis. 3-5...
-
Pricing & Valuation Analyst
3 weeks ago
Chicago, United States CME Group Full timeDescription The Pricing and Valuation Analyst leads the daily OTC settlement process and focus on certain OTC products, including IRS, FX, CDS and swaption. The incumbent also takes an independent role in at least one of the research projects, such as, data mining, new product launching, settlement system design and calibration etc. They will work with the...
-
Pricing Valuation Analyst
4 weeks ago
Chicago, United States CME Group Full timeDescription The Pricing and Valuation Analyst leads the daily OTC settlement process and focus on certain OTC products, including IRS, FX, CDS and swaption. The incumbent also takes an independent role in at least one of the research projects, such as, data mining, new product launching, settlement system design and calibration etc. They will work with the...
-
Pricing Valuation Analyst
1 hour ago
Chicago, United States CME Group Full timeDescription The Pricing and Valuation Analyst leads the daily OTC settlement process and focus on certain OTC products, including IRS, FX, CDS and swaption. The incumbent also takes an independent role in at least one of the research projects, such as, data mining, new product launching, settlement system design and calibration etc. They will work with the...
-
Senior Analyst, Valuation and Corporate Finance
2 weeks ago
Chicago, United States RUBINBROWN LLP Full timeFounded in 1952, RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships. ...
-
Chicago, United States RUBINBROWN LLP Full timeFounded in 1952, RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships. ...
-
Pricing & Valuation Analyst
1 month ago
Chicago, IL, United States CME Group Full timeDescription The Pricing and Valuation Analyst leads the daily OTC settlement process and focus on certain OTC products, including IRS, FX, CDS and swaption. The incumbent also takes an independent role in at least one of the research projects, such as, data mining, new product launching, settlement system design and calibration etc. They will work with the...
-
Valuation Manager
2 months ago
Chicago, United States Quantum Talent Management Full timeJob DescriptionJob DescriptionHybrid - must be able to go into the office 2-3 days a week.We're looking for a rockstar Valuation Manager, who will be responsible for assessing and determining the value of businesses, assets, or properties. They will play a critical role in financial decision-making by providing accurate and well-researched valuation...
-
Valuation Manager
1 month ago
Chicago, United States Quantum Talent Management Full timeJob DescriptionJob DescriptionHybrid - must be able to go into the office 2-3 days a week.We're looking for a rockstar Valuation Manager, who will be responsible for assessing and determining the value of businesses, assets, or properties. They will play a critical role in financial decision-making by providing accurate and well-researched valuation...
-
Valuation Manager
2 weeks ago
Chicago, United States Quantum Talent Management Full timeJob DescriptionJob DescriptionHybrid - must be able to go into the office 2-3 days a week.We're looking for a rockstar Valuation Manager, who will be responsible for assessing and determining the value of businesses, assets, or properties. They will play a critical role in financial decision-making by providing accurate and well-researched valuation...