Valuation Reporting Analyst

3 weeks ago

Chicago, United States Valuation Reporting Analyst Full time

Seeking 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 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 their Valuations and Opinions business.

The Valuation Reporting Analyst position 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, andable to deal with many different peopleboth inside as well as outside the firm.Strong communication skills are critical to success in this role.Our Client 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

Become a technical subject matter expert in Workiva; provide technical support for global Workiva users and manage product support; maintain the global security model and audit support

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

Position Qualifications: Interested candidates should meet the following requirements:

Professional and Cultural Characteristics:

Authentic individual with high integrity, whose personal and professional values are consistent with their 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

Other Details:

·Schedule: 9-5

·Location: Chicago, IL

·Duration:Permanent

Position Benefits: Our client supports its employees with highly competitive benefits, including health insurance, dental insurance, flexible-spending accounts, and a deferred compensation program through its 401(k) and profit-sharing plans.

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