Manager Valuations Resume Samples

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ME
M Emmerich
Marisa
Emmerich
10150 Shannon Roads
Dallas
TX
+1 (555) 122 1004
10150 Shannon Roads
Dallas
TX
Phone
p +1 (555) 122 1004
Experience Experience
Chicago, IL
Manager, Valuations
Chicago, IL
Dicki Group
Chicago, IL
Manager, Valuations
  • You will be instrumental in the production of IPV and VAs relating to complex equity derivative trading books and ensure IPV issues outside accepted tolerances are reported and dealt with promptly
  • Network and take a leadership role in the local professional, business, and community while raising awareness of MNP and looking for new business development opportunities
  • Play a key role in the provision of detailed reports and analysis to RBC risk committees, business heads, senior managers and heads of Valuations, Market Risk and Finance on VA/IPV results
  • Play a key role in the provision of detailed reports and provide analysis on IPV/VA results to senior managers, business heads, Valuations and Risk committees, and heads of Valuations, Market Risk and Finance
  • Collaborate with client engagement team prior to commencement of client work to discuss roles, responsibilities, and deadlines as well as to research and understand the business/assets being valued, its historical and projected performance, as well as, key strengths and challenges
  • Responsible for the execution of valuations for engagements requiring transaction pricing, regulatory and financial reporting, income tax or estate planning and strategic decision making
  • Responsible for the scoping and execution of valuations for engagements requiring transaction pricing, regulatory and financial reporting, income tax or estate planning and strategic decision making
Chicago, IL
Senior Valuations Manager
Chicago, IL
Gerlach-Green
Chicago, IL
Senior Valuations Manager
  • Manage the group workflow to ensure that internal deadlines and deadlines set by client and fund agreements are complied with
  • Develop and maintain the work products of the valuation group
  • Work with Portfolio Management to reforecast property level internal rates of return for clients
  • Develop and manage third party relationships with appraisal firms
  • Oversee and review analysts work product for accuracy, improvement opportunity, and consistency with underwriting standards
  • Work with and respond to auditors during third party audits of valuation processes and products
  • The position trains, provides guidance, and fosters a team environment with very open communication and cross training
present
Phoenix, AZ
Senior Manager, Valuations
Phoenix, AZ
Klocko Inc
present
Phoenix, AZ
Senior Manager, Valuations
present
  • Attend internal MNP courses to further develop knowledge around performance improvement
  • Contribute to the development of new ideas and approaches to improve work processes
  • Assist in business development efforts
  • Maintain high quality control by reviewing work done from other team members for accuracy and completeness; provide feedback to team members
  • Develop, coach, and train team members towards professional and personal development
  • Manage project financials (budgets, WIP, timely billing, collection, variance recognition)
  • Build relationships across multiple teams within Amazon to foster a collaborative and productive working relationship
Education Education
Bachelor’s Degree in Computers
Bachelor’s Degree in Computers
Ashford University
Bachelor’s Degree in Computers
Skills Skills
  • Excellent MS Access skills with a proven experience of building complex MS Access applications using forms, queries and visual basic code
  • Working knowledge of Visual Basic Editor and Visual Studio 2005/2008
  • Very strong relational database (SQL Server) design and build skills
  • Strong business acumen
  • Strong communication and interpersonal skills
  • Leadership and relationship management skills
  • In-depth understanding of Software Development Life Cycle
  • Proven experience in estimating, planning and managing technology projects
  • Advanced MS Excel and VBA skills
  • Lead and be responsible for the coordination, production and review of the finished investment pricing packages prepared by the team
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11 Manager Valuations resume templates

1

Valuations Manager Energy Resume Examples & Samples

  • Work within the Global Valuation Team of GECC Valuation Risk Group of GECC to assist in the identification, quantification and communication of the risk inherent in the fair value of equity investments in the energy industry
  • Interface with GECC Business Unit Valuation teams to ensure use of appropriate methodologies and assumptions
  • Must submit your application for employment through gecareers.com to be considered (Internals via COS)
  • Must be willing to work out of an office in Norwalk, CT or NYC
  • Applicants for this position who are currently employed on H-1B visa must have at least 2 years of eligibility remaining on their visa term in order for GE to petition for an employment based visa on behalf of such applicant
  • Experience estimating or reviewing fair value measurements related to highly structured and vanilla equity investments in the thermal power, renewable power, midstream energy and upstream oil and gas sectors
  • Recognized valuation professional designation such as ASA or CFA
2

Manager Valuations Resume Examples & Samples

  • Work on and manage projects relating to design and build of new MS Access, MS Excel and VBA applications; testing and documentation of such applications; and code reviews and bug fixes
  • Manage a team of ~20 people
  • Work on and manage several large- to- medium-size projects
  • Ensure smooth service delivery within the defined geographical / competency area
  • Focus team on key priorities and ensure that team members deliver quality service as per client’s needs and priorities
  • Work with project leaders to analyze resource needs and gaps, and devise alternative ways forward
  • Provide team members with accurate and useful guidance in technical areas of high-risk and complexity
  • Participate in goal setting, performance appraisal and management of the team
  • Identify L&D requirements of team members; plan and conduct training and knowledge sharing sessions for the team
3

Assitant Manager Valuations Resume Examples & Samples

  • Ensure smooth service delivery within the defined geographical area
  • Have strong knowledge of valuation principles and finance
  • Have knowledge of research databases like Bloomberg, CapitalIQ, Factset, Factiva, Thomson, etc
  • Have an eye for detail and be able to work under pressure
  • Have excellent written and spoken English skills, and be able to discuss and reason complex technical issues
4

Manager Valuations Oversight Resume Examples & Samples

  • Knowledge of business and financial markets financial and credit analysis, and accounting principles and techniques Knowledge of economic conditions and their impact on the capability
  • Knowledge of modern portfolio management theory and applications, statistics and quantitative methods in finance
  • Knowledge of fiduciary responsibilities and the legal and regulatory contexts within which investment decisions are made to ensure that investment activities are in compliance with applicable laws, codes, and regulations
  • Analytical and presentation skills are required to interpret offering statements and legal documents describing securities issues and to prepare and present analytical reports
  • Gathers, organizes, analyzes, and presents financial data in order to evaluate credit risk associated equity/fixed income investment
  • Knowledge of areas of investment management such as fixed income, active and passive equities, hedge funds, private equity, cash securities, international governance as well as other Northern Trust products and services, usually acquired through related work experience, is required to respond to client's needs
  • Maintain working knowledge of asset valuation issues globally
  • Bachelor’s degree in finance related field
  • Progress toward or completion of CFA and/or MBA highly preferred
  • 5+ years’ experience in valuations and securities industry
  • Experience with 40 Act Funds
5

Manager, Tas-valuations, Brisbane Resume Examples & Samples

  • Analyse financial and other information in relation to clients
  • Liaise with clients regarding business performance and prospects to identify key value drivers
  • Manage and develop junior staff in the team
  • Take responsibility for executing client projects
  • Develop and review valuation models for businesses and intangible assets
  • Prepare and review written reports and presentations outlining our valuation findings
  • Work in a highly regarded team based in Brisbane, but have the opportunity to work in our interstate offices
  • Continue to improve on your business development skills
  • Strong numerical and analytical skills and a sound grasp of financial accounting. CA or equivalent qualified would be advantageous
  • Technical proficiency in the application of different valuation methodologies
  • Good interpersonal and client relationship skills and ability to build internal and external networks
  • Strong Excel and financial modelling skills
  • An aptitude to manage projects and strong report writing skills
6

Senior Valuations Manager Resume Examples & Samples

  • Conduct bi-monthly IPV of designated complex trading books and ensure 100% coverage. Ensure IPV issues outside accepted tolerances are reported and dealt with promptly. Calculate monthly valuation adjustments
  • Provide weekly reports on significant price changes & trends and their P&L impact on related trading books. Report significant valuation issues weekly. Maintain documentation audit trail history
  • Daily review of P&L decomposition in collaboration with Market Risk Group and provide alerts on material market information not incorporated in EOD values
  • Ongoing review of related valuations analysis conducted in the Market Risk Group and Product Control to ensure accuracy and consistency across all trading books
  • Develop new and enhance existing Valuation policies. Documentation of
7

FX Valuations Manager Resume Examples & Samples

  • The coordination and provision of detailed reports and analysis on IPV/VA/VU and other results to senior managers, business heads, Valuations and Risk committees, and heads of Valuations, Market Risk and Finance
  • Carry out the Valuations Group's daily monitoring and review of RBC's DMO submissions and related reporting in accordance with approved policies and procedures. Additionally, to lead enhancements and ongoing changes to the procedures, tools and methodologies as required
  • To carry out monitoring of RBC's submissions to other benchmarks as required; e.g. LIBOR and Inflation LCH submissions
  • Ensure that all VA/IPV/VU or other processes are complete and follow the bank's policies and procedures. Identify and appropriately escalate any required improvements
  • Ensure that any procedures carried out are compliant with End User Computing (EUC) policy (e.g. are on Cluster 7) and that any deviation is escalated
  • This role is also required to provide subject matter expertise to various valuations related projects, as required, such as ad hoc Regulatory reviews, new business initiatives, etc
  • Experience of creating multi-stakeholder professional reports (including written commentary) to fixed deadlines
  • Good understanding of control issues and processes such as IPV and Valuations Adjustments
  • An understanding of benchmark submission monitoring procedures and the regulatory environment relevant to benchmark submissions
8

Senior Valuations Manager Resume Examples & Samples

  • Determine assumptions and valuation basis; analyze financial statement; provide explanation and recommendation
  • Streamline valuation process and strengthen quality control in corporate reporting
  • Maintain system specification and perform system validation
  • Develop business projection for budget and business plan
  • Graduate of Actuarial Science
  • At least 8 years actuarial experience
  • Experience and knowledge in HK Statutory and US GAAP financial reporting
  • FSA or equivalent qualifications
  • Strong analytical skill in actuarial and finance field
9

Manager Valuations Resume Examples & Samples

  • Lead and be responsible for the coordination, production and review of the finished investment pricing packages prepared by the team
  • Lead and research, analysis and recommendations to resolve any valuation exceptions according to the established valuation policy and procedures
  • Review daily, weekly, monthly, quarterly tolerance reports to ensure accurate pricing information is being applied
  • Oversee and coordinate the production calendar and review the Valuation Committee meeting materials and documentation
  • Review statistical reporting related to security pricing and assists in the fair valuation decision-making process by compiling the required research and contributing to the analysis
  • Critically evaluate and help identify areas of control weakness and make recommendations for process improvements
  • Participate in special projects as required providing input on fair valuation issues, new security or asset type, etc
  • Interact with senior management, other departments and various external parties providing information as required
  • Keep up to date on new developments within the company and industry
  • Completion of (or working towards) a CFA and/or a professional accounting designation is preferred
  • Minimum 3 years of related experience in the investment industry
  • Excellent knowledge of investment products and the workings of financial markets
  • Highly proficient in Microsoft Excel, including financial modeling
  • Excellent interpersonal and communication skills and the ability to operate as a team player
  • Must be able to work autonomously and within a group and be able to organize and plan workload
  • Ability to effectively communicate complex concepts or market related events in easy-to-comprehend formats
  • Ability to assimilate information from a variety of sources and make recommendations to impacted stakeholders
  • Excellent numerical and analytical abilities
  • Strong interpersonal skills allowing effective interaction with senior management and team members
  • Highly self-motivated with strong time-management abilities
  • Strong analytical and problem resolution skills
  • Ability to work well under pressure with multiple competing deadlines
  • Strong leadership skills and experience in a supervisory / managerial role is an asset
  • High level of attention to detail and time management
  • Self-starter (initiative, ability to work productively without supervision)
  • Experience presenting material to senior management
  • Demonstrated leadership and team management skills
10

Senior Manager, Valuations Methodology Resume Examples & Samples

  • Produce original work or participate in development of generally accepted market methods and practices in the identification, measurement and management of market and trading credit risk and impact on valuations and associated data and model risk uncertainties
  • Focus of valuation initiatives will be on CVA/FVA, FX options, equitly linked derivatives. However ad hoc work can also arise from other product areas such as fixed income products or loan portfolios
  • Regular monitoring of important model and parameter/data limitations and creating efficient automation around these processes and the reporting thereof to be reviewed by senior management
  • Evaluating model submissions for new products and existing products to better understand any valuation impacts that need to be accounted for in books and records
  • There may be a requirement to design, construct and execute own model initatives for valuations purposes and to take ownership of the full institutionalisation of that process to ensure its stability and robustness as an ongoing process used by the Valuations Group. Such processes will require ongoing maintenance and assessment from other stakeholdsers such as auditors, EMRM and front office that would also require interaction and manage any issue disputes
  • Requests for methodology opinions and providing consultation to various groups is a regular expectation and can require engagement with other groups including front office staff, GRM, IT, PC, financial control, APG and EMRM to name a few
  • Lend assistance from time to time to that part of global VG which performs monthly independent price verification and calculates accounting valuation adjustments
  • Maintaining detailed documentation of methodology work
  • Masters Level and/or Phd in applied mathematics, financial mathematics, computer programming, engineering or other quantitative discipline
  • 2-3 years experience in Financial Institutions
  • Programming skills should ideally be any combination of C, C++, VBA, MatLab, Python or others. The emphasis is on the ability to execute functional routines using a commonly used programming language. At the bank VBA, C++, MatLab are common tools
  • Professional qualifications such as CFA, FRM, or SOA are useful
  • Candidates with an MBA may be considered in combination with an undergraduate technical training in a quantitative discipline
  • Ability to work on problems which are not so well defined
11

Senior Valuations Manager Resume Examples & Samples

  • BA or BS Degree or equivalent Equipment Management experience required
  • Minimum of ten years specific experience in the equipment management field, preferably with a well-recognized leasing company, bank or financial institution
  • Proficiency in relevant software applications related to the leasing operations
  • At least 10 years of equipment valuation and forecasting experience for unlimited equipment types including review, analysis, and interpretation of technical/market trends and other developments that affect equipment values
  • A high degree of critical thinking to recognize equipment, transaction, and portfolio related risks and opportunities and to balance and manage these risks
  • An in-depth understanding of lease financing products/structures, associated documentation, relevant tax concerns, and lease pricing
  • Previous experience in managing, coaching, motivating and developing, & training professional Equipment Managers
  • Well-developed written and oral communication and diplomacy skills to interact with senior management, sales, credit, and (potential) customers
  • Ability to function under pressure and meet deadlines while producing high quality and consistent results
  • Capable of assertively supporting values and research based on a combination of quantitative and qualitative research and analysis
  • * Please note position will be housed in Danbury, CT or Irving TX
12

Manager, Valuations Resume Examples & Samples

  • Responsible for the scoping and execution of valuations for engagements requiring transaction pricing, regulatory and financial reporting, income tax or estate planning and strategic decision making
  • Accountable for business valuations, intellectual property valuations, fairness opinions, financial modelling, purchase price allocations, damage quantifications and litigation support work
  • Lead industry and market financial research and identify valuation multiples for relevant public companies and precedent transactions
  • Prepare technical based analysis such as projections, forecasts and/or models in Excel and valuation models to arrive at estimates of value
  • Prepare concise and well written reports and present findings to client engagement team
  • Manage project financials (budgets, WIP, timely billing, collection, variance recognition)
  • Identify ways to maximize the relationship with clients and deliver added value
13

Manager, Valuations Resume Examples & Samples

  • Contribute to and lead all levels of valuation reports, comprehensive reports and fairness opinions, as well as the valuation of identifiable intangibles
  • Prepare valuations and expert reports
  • Analyze critical financial data and create complex financial models
  • Create detailed financial models to demonstrate illustrative value of client companies
  • Analyze financial statements and all associated documentation
  • Supervise staff and collaborate with Partners
  • Participate in industry networking events and conferences
  • Participate in the growth of MNP’s valuations practice
14

Senior Manager, Valuations Resume Examples & Samples

  • Ownership of various valuation analyses on a global basis, including the impact of various transfer pricing relationships
  • Partner with Accounting on valuation approaches and asset definitions
  • Partner with outside advisors on method selection, assumptions, and the preparation of reports
  • Proactively identifying, researching, consulting, and drafting technical memorandum on significant transactions
  • Build relationships across multiple teams within Amazon to foster a collaborative and productive working relationship
  • 10+ years of experience
  • Bachelor’s degree required, preferred in Economics, Finance, Accounting or related field
  • Experience with valuations of business entities and intangible assets, purchase price allocations, goodwill and long lived asset impairment, and financial analysis and research
  • Solid understanding of accounting, financial statement analysis and financial modeling
  • Advanced analytical and computer skills, including proficiency in Excel and Word
  • Advanced degree, such as a MA/MS, MBA, or PhD preferred
  • Public accounting, consulting and/or multinational corporation experience preferred
  • Ability to extract, analyze, and review data and make appropriate recommendations
  • Detail-oriented individual who is self-motivated and takes ownership of projects
  • Hard working, quicker learner with a positive ''can do'' attitude and solid professionalism
  • Work effectively in a team environment and partner well with people at all levels within an organization
  • Able to work in a dynamic, fast paced, informal, often ambiguous and rapidly changing business environment
  • Effective and fluent verbal & written communication skills
15

OTC Valuations Manager Resume Examples & Samples

  • Performing valuations control functions, including but not limited to
  • Undergraduate degree in finance, mathematics, accounting or related discipline
  • Graduate degree and/or professional certification, e.g., CFA, FRM preferred. Commensurate experience will be considered
  • 5+ years relevant experience in a broad range of financial instruments, including equity, fixed income and OTC derivatives products
  • Experience with pricing analytics tools, e.g., Bloomberg analytics, Thomson Reuters EIKON, IDC Vantage, QuoteVision
  • Experience with interacting with market data providers, e.g.Thomson Reuters, IDC, Bloomberg BVAL, Markit, SuperDerivatives and others
  • Strong analytical, organizational, verbal and written communications skills
  • Ability to cogently explain and discuss financial information/calculations to different audiences
  • Proactive team player, flexible, dependable, professional attitude, ability to deal with senior management
  • Ability to initiate and drive multiple projects in a fast-paced, deadline driven environment
16

Senior Manager, Valuations Resume Examples & Samples

  • Lead industry and market financial research, valuation multiples for relevant public companies and precedent transactions
  • Build and prepare technical based analysis such as projections, forecasts and/or models in Excel
  • Collaborate with client engagement team prior to commencement of client work to discuss roles, responsibilities, and deadlines as well as to research and understand the business/assets being valued, its historical and projected performance, as well as, key strengths and challenges
  • Keep up to date on market trends in order to assess and improve current approaches
  • Think strategically about client needs by understanding their business and key risks
  • Maintain high quality control by reviewing work done from other team members for accuracy and completeness; provide feedback to team members
  • Leverage team appropriately to ensure proper documentation is prepared for the client and procedures relating to the file are followed accordingly
  • Develop a thorough understanding of MNP’s services, businesses and industry
  • Develop, coach, and train team members towards professional and personal development
  • Promote regular attendance, balanced lifestyle and high standard of team wellness
17

Timberlands Valuations Manager Resume Examples & Samples

  • Financial modeling of acquisition and divestiture opportunities, including data analysis, collaboration with key Timberlands business leads, and utilization of proprietary timberland valuation tools
  • Operation and improvement of financial and valuation models to support Real Estate business
  • Preparation of the annual Timberland Asset Value report
  • Monitoring the industrial timberland market and analyzing comparable sales
  • Tracking and benchmarking performance of key acquisitions over time
  • Assisting with strategic transaction due diligence
  • Tracking pricing metrics in strategic timber markets
  • Assisting with competitor benchmarking and analysis
  • Bachelor's degree (or higher) in Forestry, Finance or related discipline. MBA or Masters Degree preferred
  • 5+ years of forestry, finance or related business experience or a combination of experience and graduate degree
  • Proficient computer skills, especially within Microsoft Excel and Access
  • Possesses strong financial, analytical, and technical skills
  • Ability to manage multiple projects simultaneously and organize tasks to create efficient workflow
  • Effective verbal and written communication and interpersonal skills
  • Self-starter and critical thinker possessing a high degree of business acumen
  • Occasional travel across the United States
18

Senior Valuations Manager Resume Examples & Samples

  • Manage the group workflow to ensure that internal deadlines and deadlines set by client and fund agreements are complied with
  • Develop and maintain the work products of the valuation group
  • Train and develop analysts in valuation and financial analysis techniques
  • Oversee and review analysts work product for accuracy, improvement opportunity, and consistency with underwriting standards
  • Develop and manage third party relationships with appraisal firms
  • Work with and respond to auditors during third party audits of valuation processes and products
  • Work with Portfolio Management to reforecast property level internal rates of return for clients
  • This position mentors the Valuations Analyst positions
  • The position trains, provides guidance, and fosters a team environment with very open communication and cross training
  • Attend client presentations and due diligence meetings to articulate the processes, duties, and responsibilities of the valuations group
  • 7+ years of financial analysis experience is required
  • An advanced understanding of appraisal methodology is required
  • An understanding of business law and contracts is required
  • An advanced level of understanding of operational and capital issues concerning all commercial real estate is needed
  • Proficiency in Microsoft Excel and ARGUS are required
  • Time management, organization and prioritization skills are critical
  • Detail oriented individuals with good communication skills are preferred
19

Senior Manager, Matrimonial Valuations Resume Examples & Samples

  • BA/BS degree required; an emphasis in Business, Finance, Economics, or Engineering is highly desirable
  • ASA, ABV, CVA, or CBA certification/candidacy required
  • Demonstrated history of performing significant valuations across a broad variety of fields
  • CFA or MBA a plus
  • Robust book of business contacts
  • Record of expert testimony at trial or in arbitration is highly desirable
  • 12+ years of experience in a combination of professional services and private industry in senior leadership roles
  • Ability to develop and retain existing staff
20

Manager, Valuations Resume Examples & Samples

  • Responsible for the execution of valuations for engagements requiring transaction pricing, regulatory and financial reporting, income tax or estate planning and strategic decision making
  • Accountable for business valuations, intellectual property valuations, fairness opinions, financial modelling and purchase price allocations to help clients understand the value of their business and its components
  • Prepare flow and valuation models to arrive at estimates of value
  • Conduct formal, written annual performance reviews
  • Attend internal MNP courses to further develop knowledge around performance improvement