Note: The job is a remote job and is open to candidates in USA. S&P Global delivers financial information, data, and technology solutions to help customers make informed decisions. The Senior Specialist - Valuations performs portfolio and business valuations for venture capital and private equity clients, leads client engagements and onboarding, supports client inquiries, and contributes to valuation models and software platforms.
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
Skills
- 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
- Post-graduate degree in Accounting or Finance
- CPA, CFA, or another relevant designation
- Familiarity with SaaS business models
Benefits
- Annual incentive plan eligibility
- Health care coverage designed for the mind and body
- Generous time off
- Access to resources for career growth and learning new skills
- Retirement planning
- Continuing education program with a company-matched student loan contribution
- Financial wellness programs
- Family benefits for partners and children
- Retail discounts
- Referral incentive awards
- Fully remote work arrangement
Company Overview