What are the responsibilities and job description for the Valuations Analyst - Succession Plan! position at CFS?
Valuations Analyst
Why This Role Stands Out
Opportunity to transition into a deal team role, equity options, and a collaborative environment with work-life balance.
What You’ll Do
Why This Role Stands Out
Opportunity to transition into a deal team role, equity options, and a collaborative environment with work-life balance.
What You’ll Do
- Support quarterly valuations for portfolio companies across diverse industries
- Prepare valuation models, summaries, and performance metrics
- Assist with reporting, SEC filings, and audit support
- Collaborate with auditors, consultants, and internal teams
- Prepare materials for management and investor presentations
- Contribute to special projects and ad hoc analysis
- Degree in Accounting or Finance (advanced degree preferred)
- CPA or CFA designation (or in progress)
- Experience in accounting, banking, or finance; public accounting is highly valued
Salary : $75,000 - $95,000