FinTech Valuation Analyst

Valuation Research Corporation

Yardley, PA
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Location
Yardley, PA
Posted
Oct 29
1 day ago
Career path

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About the company

Valuation Research Corporation

Financial services · 201 to 500 employees

VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.

Valuation Research Corporation on LinkedIn

What you'll do

  • Compare valuation results across proprietary models for new and existing client portfolios
  • Investigate differences in inputs, assumptions, calculations, market data, security mapping, model setup, and outputs
  • Partner with portfolio valuation teams to review findings and determine the appropriate resolution
  • Prioritize follow-up work and bring significant issues to senior team members
  • Maintain a clear record of findings, decisions, supporting evidence, and agreed solutions
  • Document software issues clearly so developers can reproduce, prioritize, and resolve them
  • Support onboarding validation of portfolio data, security mappings, model configurations, and valuation results
  • Turn recurring findings into stronger processes, validation checks, training materials, and technology enhancements

What you need

  • Compare valuation results across proprietary models for new and existing client portfolios.
  • Investigate differences in inputs, assumptions, calculations, market data, security mapping, model setup, and outputs to identify where results diverge.
  • Identify whether differences are caused by source data, user inputs, model configuration, software issues, or expected variations in methodology.
  • Partner with portfolio valuation teams to review findings, agree on issue classification, and determine the appropriate resolution.
  • Assess whether identified differences are material or recurring, prioritize the follow-up work, and bring significant valuation, methodology, data, or software issues to senior team members.
  • Maintain a clear record of findings, decisions, supporting evidence, and agreed solutions, then retest changes to confirm that each issue is resolved.
  • Document software issues clearly so developers can reproduce, prioritize, and resolve them.
  • Support onboarding validation by confirming that portfolio data, security mappings, model configurations, and valuation results meet agreed readiness and acceptance criteria.
  • Turn recurring findings into stronger processes, validation checks, training materials, and technology enhancements
  • Education: a bachelor's degree or a postgraduate degree

Key skills

software application developmentsoftware application supportExcelanalytical skillsproblem-solving skillsverbal communicationwritten communication

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Perks

  • Competitive bonus program
  • Medical/Dental/Vision
  • Life Insurance
  • Disability
  • Health Savings Account
  • 401k match program
  • Generous time off
  • Commuter Benefits

See full description on company page, apply now

Read the full posting here
About VRC: VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This role combines valuation experience with technology to investigate differences across valuation models, support onboarding reviews, and help improve the processes and tools used to deliver technology-enabled valuation solutions to clients. What you will do: Compare valuation results across proprietary models for new and existing client portfolios. Investigate differences in inputs, assumptions, calculations, market data, security mapping, model setup, and outputs to identify where results diverge. Identify whether differences are caused by source data, user inputs, model configuration, software issues, or expected variations in methodology. Partner with portfolio valuation teams to review findings, agree on issue classification, and determine the appropriate resolution. Assess whether identified differences are material or recurring, prioritize the follow-up work, and bring significant valuation, methodology, data, or software issues to senior team members. Maintain a clear record of findings, decisions, supporting evidence, and agreed solutions, then retest changes to confirm that each issue is resolved. Document software issues clearly so developers can reproduce, prioritize, and resolve them. Support onboarding validation by confirming that portfolio data, security mappings, model configurations, and valuation results meet agreed readiness and acceptance criteria. Turn recurring findings into stronger processes, validation checks, training materials, and technology enhancements What you will need: 2 to 4 years of professional software application development and support experience 0-2 years’ work experience in a financial analysis role. Prior M&A experience at a valuation firm or public accounting firm is a plus Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis is a plus Strong analytical and problem-solving skills, as well as strong verbal and written communication skills Progress towards ASA, CFA, or ABV designations is a plus Working/advanced knowledge of Excel Self-starter with the ability to master new tasks quickly Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting Strong work ethic and ability to work flexible hours around critical due date Current authorization to work in the United States without the need for visa sponsorship now or in the future What we offer you: Competitive bonus program Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options Generous time off/flexible work arrangements Growth- VRC is growing, and so can your career Reimbursement for admission fees and study material for professional designations For more information on our various benefit offerings visit our Careers page Our Commitment to Diversity & Inclusion VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email careers@valuationresearch.com.

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