CrawlJobs Logo

Senior Valuation Analyst

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Dallas

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

The role involves analyzing financials, tax returns, and other operational data of dental practices to perform financial analysis and estimate values.

Job Responsibility:

  • Engage in regular communication with clients to collect pertinent financial details
  • Conduct thorough financial analysis and valuation of dental practices by interpreting financials, tax returns, and other operational data
  • Detect patterns and irregularities while reviewing financial data
  • Develop novel strategies for generating deliverables that answer client queries
  • Collaborate with our team to provide financial advice or viewpoints based on the conducted financial analysis
  • Evaluate the economic performance of the clients’ company and the dental industry to produce a comprehensive analysis for use in valuation reports and other written work products
  • Participate in ad-hoc projects with the team as required
  • Manage client inquiries and questions in a prompt and detail-oriented manner

Requirements:

  • Demonstrated experience in the detail-oriented Services industry
  • Must hold the position of Senior Valuation Analyst
  • Proficiency in business systems for efficient workflow management
  • Experience with Confluence for effective team collaboration
  • Working knowledge of Customer Relationship Management (CRM) tools
  • Familiarity with Crystal Reports for generating dynamic business reports
  • Ability to apply data mining techniques for business intelligence
  • Experience with About Time for accurate project time tracking
  • Understanding of various accounting functions, including bookkeeping and financial reporting
  • Auditing skills to ensure compliance with financial regulations and standards
  • Experience with budget processes, including planning, management, and review
  • Knowledge of capital management to optimize the company's financial performance
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:
March 25, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Valuation Analyst

Valuation Control Senior Business Analyst

This is a senior business analyst role within Citi’s Finance Team. The position ...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-7 years of work experience preferred
  • Experience in business analyst role for complex system implementation projects
  • Knowledge of the software development lifecycle
  • Finance and/or Product Control / Valuation Control experience is preferred
  • Familiarity with advanced data tools (e.g. Python, KNIME, etc) will be an advantage
  • Leadership skills / people management experience will be an advantage
  • Strong planning & organisational skills
  • advanced analytical skills
  • Excellent interpersonal and stakeholder management skills, ability to deal with a range of senior/junior staff across a number of disciplines
  • Self-motivated with the ability to make decisions in the absence of detailed information
Job Responsibility
Job Responsibility
  • Working alongside the broader VCG team to design and implement a Best In Class Finance function
  • Delivery of business requirement and user-acceptance testing for Valuation Control programs, in line with Citi documentation standards
  • Partnering with Technology to deliver the right infrastructure tools and solutions aligned to both the Valuation Control vision and best in class Finance direction
  • Appropriately assessing risks and issues related to the projects and ensuring timely and effective escalation
  • Stakeholder management covering global Valuation Control teams and leads, Technology partners and Internal Audit
  • Creating ideas and insight of how the Valuation Control process can be improved, simplified and operate more effectively
  • Support change management design, development, delivery and management of communications
  • Lead roll out changes with key stakeholders
  • Act as point of contact for leaders within Valuation Control, helping them fulfill the role of change sponsor
  • Create actionable deliverables and drive the agenda forward
What we offer
What we offer
  • Paid Parental Leave Program (maternity and paternity leave)
  • A supportive workplace for professionals returning to the office from childcare leave
  • Award-winning pension plan
  • ​ multisport
  • holiday allowance
  • Private Medical Care Program
  • Group Life Insurance
  • Consideration for annual discretionary bonus
  • Employee Assistance Program
  • Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
  • Fulltime
Read More
Arrow Right

Finance Senior Analyst - Valuation Control

The Valuation Control Group (VCG) is an independent global group within Product ...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 4-8 years of relevant professional experience
  • General understanding of securities and derivative valuation methodologies
  • Advanced Excel skills
  • Strong analytical skills
  • Quantitative background/experience would be a great asset
  • Proficiency in any of these would be an advantage: VBA, SQL, Data management software, Python
  • Strong communication, influencing, presentation and leadership skills
  • Ability to operate with a limited level of direct supervision
  • A bachelor’s or master’s degree in any finance, economics, or quantitative related subject.
Job Responsibility
Job Responsibility
  • Responsible for working across Product Control, Risk and Operations and Business to perform IPV
  • Support review of valuation control related production, such as Independent Price Verification, Valuation Adjustments and Fair Value Hierarchy results
  • Ensure a high level of accuracy across all reported numbers
  • Acts as Subject Matter Expert (SME) to senior stakeholders and/or other team members
  • Work as subject matter expert in all strategic initiatives related to Non-Markets processes
  • Resolve complex problems/issues independently
  • Relationship management and development across other peers within VCG to ensure consistency of processes and controls
  • Coordinate technology related initiatives for Non-Markets and ensure team awareness of the changes.
What we offer
What we offer
  • Paid Parental Leave Program
  • Award-winning pension plan
  • Multisport
  • Holiday allowance
  • Private Medical Care Program
  • Group Life Insurance
  • Consideration for annual discretionary bonus
  • Employee Assistance Program
  • Access to learning and development programs, online course libraries and upskilling platforms
  • Flexible work arrangements
  • Fulltime
Read More
Arrow Right

Valuation Control Senior Analyst

The Valuation Control Group (VCG) is an independent team of subject matter exper...
Location
Location
Hungary , Budapest
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6+ years’ professional experience in Finance (preferably in Valuations, Product Control, Risk, Financial Control, or similar functions)
  • University or College degree in economics, finance, mathematics, or a similar relevant discipline
  • Knowledge of, experience with, or a demonstrated interest in capital markets products (Equities, Bonds, Commodities, FX, Options, Swaps, Futures, Forwards)
  • Proficient Microsoft Excel user - VBA and Python knowledge is an advantage
  • Excellent English communication skills
  • Control-focused mind-set, stakeholder management skills, process improvement capabilities
Job Responsibility
Job Responsibility
  • Perform Independent Price Verification (IPV), calculate and/or verify Valuation Adjustments, and perform Fair Value Levelling
  • Identify and resolve pricing issues, control deficiencies, backup coverage gaps, and process documentation deficiencies
  • Act as a reviewer and first point of escalation for Valuation Control Analysts
  • Efficiently allocate resources to project work and end-user process enhancements
  • Perform internal and external reporting related tasks
  • Work with Front Office and other stakeholders to ensure proper resolution of any valuation issues
  • Effectively interact with senior stakeholders and lead valuation meetings with various business functions
What we offer
What we offer
  • An incredible platform to learn Equity and Hybrids markets
  • Exposure to a number of different capital market products
  • In-depth understanding of pricing and price verification approaches
  • Flexible work arrangements
  • Career management and mentoring by senior colleagues and leaders
  • Inclusive and friendly corporate culture where gender diversity and equality is widely recognized
  • A socially active team and communities with diverse networking opportunities
  • A supportive workplace for professionals returning to the office from childcare leave
  • Competitive compensation package
  • Cafeteria Program
  • Fulltime
Read More
Arrow Right

Valuation Control Senior Analyst

The Valuation Control Senior Analyst is an intermediate level position responsib...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in any finance, accounting or quantitative related subject
  • 5-8 years of finance-related experience, ideally in a valuation, product control, financial control or a related discipline
  • Advanced Excel skills
  • Strong analytical skills
Job Responsibility
Job Responsibility
  • Solve valuation issues under little to no supervision, including complex problems
  • Apply in-depth industry knowledge towards the development of new techniques and improving processes or work-flow for the Finance department
  • Serve as a subject matter expert within Valuation Control
  • Identify process gaps and control issues
  • Evaluate moderately complex issues utilizing data, and select the best action between potentially conflicting situations
  • Analyse data by filtering, prioritizing, and validating moderately complex information from multiple sources
  • Has the ability to operate with a limited level of direct supervision
  • Can exercise independence of judgement and autonomy
  • Acts as SME to senior stakeholders and /or other team members
  • Apply in-depth knowledge of product valuation, industry practices and standards
What we offer
What we offer
  • Private Medical Care Program
  • Life Insurance Program
  • Pension Plan contribution (PPE Program)
  • Employee Assistance Program
  • Paid Parental Leave Program (maternity and paternity leave)
  • Sport Card
  • Holidays Allowance
  • Sport and team recreation activities
  • Special offers and discounts for employees
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right

Valuation Control Senior Analyst

Join our expanding Citi Finance Team in Budapest and make your own progress in a...
Location
Location
Hungary , Budapest
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of professional experience in a relevant field of Finance (e.g., Valuations, Risk, Product Control, Financial planning and analysis, Management Reporting)
  • Strong data analysis, data mapping and reconciliation skills
  • Advanced computer literacy, with special regards to Microsoft Excel
  • Confident verbal and written communication skills in English
  • A good understanding of capital markets is a strong plus – an interest in capital market is a requirement
  • Attention to detail, control-focused mind-set, and a high level of proactiveness
  • Good time management and stakeholder management skills
  • Ability to critically assess and improve processes
  • Solid financial product knowledge is a plus
  • Strong financial accounting skills is a plus
Job Responsibility
Job Responsibility
  • Prepare and review the reporting of Fair Value Measurements, including Fair Value Hierarchy, Fair Value Levels and detailed roll forward schedules that reconcile the beginning and ending balances of Level 3 instruments
  • Ensure accurate reporting for external disclosures such 10-Q/K filings and standalone financial statements, as well as for internal reporting purposes
  • Actively liaise with VCG and Controller Asset Class Teams (Equities, Commodities, Credit, Rates, FXLM) to organize and communicate valuation results, and effectively collaborating with a range of senior stakeholders
  • Act as a reviewer and first point of escalation for valuation control reporting, as well as policy and regulatory breaches
  • Ensure a high level of accuracy across all reported numbers, high quality of pertaining commentaries and process documentation, and adequate legal entity focus
  • Active participation in preparation of the Financial Statements for specific Legal Entities
  • Streamline EUCs (End-User Computing Tools) and automating workflows, taking a critical approach towards existing processes, and helping build effective and well-controlled processes for new reporting requirements
What we offer
What we offer
  • Cafeteria Program
  • Home Office Allowance (for colleagues working in hybrid work models)
  • Paid Parental Leave Program (maternity and paternity leave)
  • Private Medical Care Program and onsite medical rooms at our offices
  • Pension Plan Contribution to voluntary pension fund
  • Group Life Insurance
  • Employee Assistance Program
  • Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
  • Flexible work arrangements to support you in managing work - life balance
  • Career progression opportunities across geographies and business lines
  • Fulltime
Read More
Arrow Right

Valuation Control Senior Business Analyst

This job offer is for a senior business analyst role within Citi’s Valuation Con...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-7 years of work experience preferred, although exceptional candidates who do not meet this criteria may be considered for the role
  • Experience in business analyst role for complex system implementation projects
  • Knowledge of the software development lifecycle
  • Finance and/or Product Control / Valuation Control experience is preferred
  • Familiarity with advanced data tools (e.g. Python, KNIME, etc) will be an advantage
  • Leadership skills / people management experience will be an advantage
  • Strong planning & organisational skills
  • advanced analytical skills
  • Excellent interpersonal and stakeholder management skills, ability to deal with a range of senior/junior staff across a number of disciplines
  • Self-motivated with the ability to make decisions in the absence of detailed information
Job Responsibility
Job Responsibility
  • Working alongside the broader VCG team to design and implement a Best In Class Finance function
  • Delivery of business requirement and user-acceptance testing for Valuation Control programs, in line with Citi documentation standards
  • Partnering with Technology to deliver the right infrastructure tools and solutions aligned to both the Valuation Control vision and best in class Finance direction
  • Appropriately assessing risks and issues related to the projects and ensuring timely and effective escalation
  • Stakeholder management covering global Valuation Control teams and leads, Technology partners and Internal Audit
  • Creating ideas and insight of how the Valuation Control process can be improved, simplified and operate more effectively
  • Support change management design, development, delivery and management of communications
  • Lead roll out changes with key stakeholders
  • Act as point of contact for leaders within Valuation Control, helping them fulfil the role of change sponsor
  • Create actionable deliverables and drive the agenda forward
What we offer
What we offer
  • Paid Parental Leave Program (maternity and paternity leave)
  • A supportive workplace for professionals returning to the office from childcare leave
  • Award-winning pension plan
  • Multisport
  • Holiday allowance
  • Private Medical Care Program
  • Group Life Insurance
  • Consideration for annual discretionary bonus
  • Employee Assistance Program
  • Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
  • Fulltime
Read More
Arrow Right

Banking Lending Controller Senior Analyst

The Banking Lending Controller Senior Analyst is an intermediate level position ...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of relevant experience
  • Bachelor’s degree required, Finance and /or Accounting degree preferred
  • Good command of spoken and written English. Excellent communication and negotiation skills, both verbal and written
  • A control focused mind-set with strong process improvement capabilities
  • Strong knowledge in accounting fundamentals
  • Finance and/or Product Control / Valuation Control experience is preferred
  • Strong Microsoft Excel skills. (Training will be provided on other in-house and industry standard systems used in this position.)
  • Experience/knowledge with automation and visualization tools (e.g TABLEAU, Knime) would be an advantage
  • Motivated, organized, and team oriented
Job Responsibility
Job Responsibility
  • Be responsible for the end-to-end Banking Controllers processes, including daily P&L and Balance sheet preparation and related activities
  • Provide analytical insight around drivers of the financials
  • Work closely with various areas of the Finance department, liaising with the Front Office, Business Unit Managers, Bankers / Relationship managers, Risk Management, Operations, Middle Office and IT teams
  • Use effective escalation to ensure issues are highlighted in a timely manner. Focus on recurring issues and drive through enhancement projects and systems fixes
  • Support standardization efforts and work on strategic as well as ad-hoc projects to improve Citi’s Product Control system infrastructure and to implement process improvement ideas
  • Serve as a subject matter expert within Finance
  • Can exercise independence of judgement and autonomy
  • Acts as SME to senior stakeholders and /or other team members
  • Benefit from your organized personality, attention to details and independent working style
  • Use your experience and knowledge to drive and contribute to outstanding team performance
What we offer
What we offer
  • Paid Parental Leave Program (maternity and paternity leave)
  • A supportive workplace for professionals returning to the office from childcare leave
  • Award-winning pension plan,​ multisport, holiday allowance
  • Private Medical Care Program, Group Life Insurance
  • Consideration for annual discretionary bonus
  • Employee Assistance Program
  • Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
  • Flexible work arrangements to support you in managing work-life balance
  • Career progression opportunities across geographies and business lines
  • Mentoring Programs
  • Fulltime
Read More
Arrow Right

Banking Senior Analyst

The Mumbai Industry Analytics Group works with Investment Banking teams globally...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Knowledge and Technical Skills – Strong understanding of accounting and corporate finance concepts
  • General awareness of the changing market scenario
  • Analytical approach with good attention to details
  • Project Management – Delivery of client-ready work product
  • Excellent interpersonal and communication skills (written and oral)
  • Working in teams – Self-accountability in identifying and acting on development opportunities, promotion of constructive dialogue and sharing of best practices
  • Champions Progress – Proactively works towards innovative idea generation to improve existing approaches
  • Decision Making and Conflict Resolution – Raising right questions and communicating team conflicts with integrity and credibility
  • Risk Management – Ability to recognize and respect confidentiality of information
  • Education: MBA / CA / Masters in Finance
Job Responsibility
Job Responsibility
  • Industry analysis– Researching and preparing industry and market overview
  • Company analysis – Analyzing specific company – business operations, financial information and operational KPIs
  • Valuation – Relative valuation including comparable and precedent transaction analysis to build a valuation perspective
  • Preparing newsletters on specific industry / company for senior management for strategic advisory
  • Partners with the team in ensuring a high quality output and managing all deliverables
  • Partners with clients to seek exploratory projects from the franchises
  • Contributes in team’s development by sharing knowledge
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy