You are responsible for working with clients to assess their business needs regarding an estimated business valuation or a certified appraisal. Expectations include ensuring customer satisfaction through excellent service, communication, operational delivery, and accuracy, ensuring written and verbal reports meet or exceed client quality standards.

ROLE SUMMARY

You are responsible for working with clients to assess their business needs regarding an estimated business valuation or a certified appraisal. Expectations include ensuring customer satisfaction through excellent service, communication, operational delivery, and accuracy, ensuring written and verbal reports meet or exceed client quality standards.

SCHEDULE: 4 AM – 1 PM Mountain Standard Time, follows Philippine Holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS

·       Research, prepare, complete, and ensure the accuracy of financial models and sophisticated business valuations and written valuation reports

·       Gather data through client consultations

·       Manage the BVS products funnel from lead to win

·       Work with a Certified Valuation Analyst to deliver top-quality reports for clients

·       Maintain service-level agreement by product and delivering value for the client

·       Collaborate with client-facing teams to support products for valuation services

·       Create reports in the creative suite to ensure brand and product standards are met

·       Partner with the revenue leadership team on special projects, reporting, and process improvement

·       Perform other duties as required

QUALIFICATIONS

·       Bachelor's or Master’s degree in Finance, Accounting, Business, Economics, or equivalent experience preferred

·       1-3 years of experience in product offering, finance, or accounting

·       Advanced understanding of financial statements, financial models, and various valuation methodologies

·       Intermediate/advanced understanding of financial theory and general accounting principles

·       Excellent verbal and written communication skills

·       Proficiency with Microsoft Excel and Microsoft Word

·       Strong analytical, comprehension, and problem-solving skills

·       Ability to work within creative suites to produce high-quality/on-brand client reports

·       Ability to work in an autonomous environment where you can be a self-directed, independent worker

·       Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen

·       Analytical skills with particular attention to detail