CrawlJobs Logo

Valuation & Finance Associate

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Menlo Park

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team.

Job Responsibility:

  • Lead quarterly ASC 820 valuations of portfolio companies
  • Present valuation insights to auditors, committees, and partners
  • Support quarterly close and annual audits
  • Review capital call and distribution allocations
  • Oversee cash management and capital planning
  • Mentor fund accountants and support LP communications
  • Drive process improvements and special projects

Requirements:

  • 3-5+ years of public audit (VC, PE clients) OR currently working in-house within the VC/PE Industry with strong valuation experience
  • Strong knowledge of ASC 946 and ASC 820
  • Deep valuation and advanced Excel modeling skills
  • Clear communicator who thrives in a hands-on environment
  • Bachelor’s in Accounting, Finance, Economics, or related field
  • ERP experience is a plus (Investran, Intacct, QuickBooks a plus)
  • CPA a plus

Nice to have:

  • ERP experience is a plus (Investran, Intacct, QuickBooks a plus)
  • CPA a plus
What we offer:
  • strong base and bonus
  • phantom carry participation
  • generous 401(k) match
  • unlimited PTO
  • 100% employer-paid medical, dental, and vision for you and your dependents

Additional Information:

Job Posted:
May 05, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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

Briefcase Icon

Similar Jobs for Valuation & Finance Associate

Finance Associate

Robert Half is partnering with an established but growing consulting Las Vegas b...
Location
Location
United States , Las Vegas
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Accounting, or related field
  • 1-3 years of work experience in corporate restructuring, investment banking, private equity, finance, financial consulting, or equivalent corporate roles with a financial or accounting emphasis
  • Advanced proficiency with PowerPoint and Excel
  • Exceptional written and verbal communication skills
Job Responsibility
Job Responsibility
  • Analytics including evaluating first-day motions, 13-week cash flow analyses, liquidity forecasting, constructing recovery waterfalls, lender update presentations, vendor analyses
  • Creation of complex financial models including detailed 3-statement financial models, ad hoc analytics, and company valuations
  • Assisting with the preparation of pitch books and providing thoughtful research and analysis for potential clients
  • Working directly with senior team members and clients to devise comprehensive solutions to the complex financial challenges across multiple industries
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Banking Associate

The role involves working on and reviewing juniors work on various Investment Ba...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • In-depth understanding of accounting, corporate finance and valuation concepts
  • Good understanding of key trends in the industry
  • Ability to multi-task and work under pressure
  • Analytical approach with good attention to details
  • Delivery of client-ready work product
  • Excellent interpersonal and communication skills (written and oral)
  • Self-accountability in identifying and acting on development opportunities, promotion of constructive dialogue and sharing of best practices
  • Proactively works towards innovative idea generation to improve existing approaches
  • Raising right questions and communicating team conflicts with integrity and credibility
  • Ability to recognize and respect confidentiality of information
Job Responsibility
Job Responsibility
  • Build thematic pitch-books covering corporate and sector profiles
  • Industry analysis – Research trends and events in economies, sectors and corporates
  • Valuation – Create and update company valuation models
  • Build discussion materials for RFPs and transactions
  • Supervise the team in preparing marketing and transaction materials for client facing bankers
  • Review and ensure quality of assignments done by analysts
  • Also provide inputs for Analysts performance evaluation
  • Build strong relationship with all the franchises
  • Review and build up efficiencies in all assignments
  • Contribute towards hiring, training and mentoring staff
  • Fulltime
Read More
Arrow Right

Investment Banking Associate

The role of an Associate in Citi’s UK Investment Banking team is to assist senio...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proficiency in financial modelling and valuation
  • Strong quantitative and qualitative analytical skills
  • Clear and concise written and verbal communication skills
  • Strong team player
  • Bachelor's degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Evaluate public filings, research reports and company business plans to produce company valuation and combination models and financial analysis
  • Work collaboratively with product and sector teams, to execute upon Citi’s M&A and capital raising mandates in the UK
  • Assist in the preparation of bespoke client presentations
  • Develop an in-depth understanding of the key dynamics and regulatory frameworks in the UK market
What we offer
What we offer
  • Discover the top benefits offered to our global workforce, designed to support your well-being, growth and work-life balance
  • Fulltime
Read More
Arrow Right

Banking Associate

The Mumbai Industry Analytics Group works with Investment Banking teams who part...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Deeply interested in investment Banking, economics, and finance in general
  • Strong understanding of accounting and corporate finance concepts
  • Analytical approach with good attention to details
  • Demonstrate multi-tasking skills and manage multiple assignments simultaneously, including juniors’ assignments
  • Take full ownership of all assignments for both self and junior
  • Actively contribute to increasing industry knowledge and market awareness
  • Excellent interpersonal and communication skills (written and oral)
  • Self-accountability in identifying and acting on development opportunities, promotion of constructive dialogue and sharing of best practices
  • Proactively works towards innovative idea generation to improve existing approaches
  • Raising right questions and communicating team conflicts with integrity and credibility
Job Responsibility
Job Responsibility
  • Build entire range of IB assignments including a complex financial model in the aligned sector
  • 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
  • Take full ownership of all assignments for both self and juniors
  • Actively contribute to increasing industry knowledge and market awareness
  • Deliver value to clients on their most important strategic decisions and transactions
What we offer
What we offer
  • Global benefits
  • Accessibility resources for persons with disabilities
  • Equal opportunity employer inclusion
  • Fulltime
Read More
Arrow Right

Valuation Control Supervisor

We are seeking an outstanding candidate to be part of the EMEA Equities Valuatio...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in a valuation, risk or product control related discipline
  • Strong understanding of current global accounting and regulatory developments pertaining to valuation of financial instruments
  • Ability to understand complex concepts and effectively challenge peers in Finance, Risk and the Business
  • Strong communication skills, both written and oral
  • Ability to manage time and work priorities efficiently and effectively
  • Ability to perform within a time pressurised environment
  • Understanding how to design and maintain a robust control framework
  • Understanding of cash and derivative valuation methodologies in at least one Asset class
  • Hands-on experience of implementing new or enhancing existing valuation methodologies
  • Working with other stakeholders in driving change
Job Responsibility
Job Responsibility
  • Responsibility for all aspects of valuation control of the business, including validation of market data inputs, reporting and analysis
  • Producing and implementing methodologies / procedures for valuation adjustments and price testing across the business, with particular attention to the design of controls
  • Ensuring timely remediation of regulatory matters requiring attention, audit findings and associated reporting demands associated with the area of responsibility
  • Development of appropriate controls to effectively ensure compliance with Policies and Standards pertaining to Valuation Control
  • Acting as first point of escalation with regards to any discrepancies and price variance breaches
  • Identifying pricing issues, valuation parameters or instrument types that may require particular attention with critical analysis of the valuation issues involved
  • Take a leading role in global, cross-functional projects
  • Leadership and accountability for parts of EMEA Equities Valuations
  • Acting as a business partner to the Business, Risk, Compliance and Finance
  • Managing / developing offshore team
What we offer
What we offer
  • Generous holiday allowance starting at 27 days plus bank holidays
  • increasing with tenure
  • A discretional annual performance related bonus
  • Private medical insurance packages to suit your personal circumstances
  • Employee Assistance Programme
  • Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources
  • Business casual workplace with a hybrid working model (up to 2 days working at home per week).
  • Fulltime
Read More
Arrow Right

EMEA Equities Valuation Control Group Manager

The EMEA Equities Valuation Control Group Manager role at Citi involves supervis...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in a valuation, risk or product control related discipline
  • Strong understanding of current global accounting and regulatory developments pertaining to valuation of financial instruments
  • Ability to understand complex concepts and effectively challenge peers in Finance, Risk and the Business
  • Strong communication skills, both written and oral
  • Ability to manage time and work priorities efficiently and effectively
  • Ability to perform within a time pressurised environment
  • Understanding how to design and maintain a robust control framework
  • Understanding of cash and derivative valuation methodologies in at least one Asset class
  • Hands-on experience of implementing new or enhancing existing valuation methodologies
  • Working with other stakeholders in driving change
Job Responsibility
Job Responsibility
  • Responsibility for all aspects of valuation control of the business, including validation of market data inputs, reporting and analysis
  • Producing and implementing methodologies/procedures for valuation adjustments and price testing across the business, with particular attention to the design of controls
  • Ensuring timely remediation of regulatory matters requiring attention, audit findings and associated reporting demands associated with the area of responsibility
  • Development of appropriate controls to effectively ensure compliance with Policies and Standards pertaining to Valuation Control
  • Acting as first point of escalation with regards to any discrepancies and price variance breaches
  • Identifying pricing issues, valuation parameters or instrument types that may require particular attention with critical analysis of the valuation issues involved
  • Take a leading role in global, cross-functional projects
  • Leadership and accountability for parts of EMEA Equities Valuations
  • Acting as a business partner to the Business, Risk, Compliance and Finance
  • Managing/developing offshore team.
What we offer
What we offer
  • Generous holiday allowance starting at 27 days plus bank holidays
  • increasing with tenure
  • A discretional annual performance related bonus
  • Private medical insurance packages to suit your personal circumstances
  • Employee Assistance Programme
  • Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources.
  • Fulltime
Read More
Arrow Right

Senior Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire a Senior Assoc...
Location
Location
United States , Chicago
Salary
Salary:
80000.00 - 95000.00 USD / Year
heitman.com Logo
Heitman
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in Accounting, Finance, or Real Estate
  • 2 to 4 years of experience
  • Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
  • Strong project and time management skills
  • Ability to work in a fast-paced environment
  • Commitment and willingness to manage competing (sometimes tight) deadlines
  • Strong team player and collaboration skills to support working together across multiple functional departments
  • Motivated by independent and team-oriented successes
  • Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
  • Strong verbal and written communication skills
Job Responsibility
Job Responsibility
  • Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
  • Learning how to calculate property and debt valuations as well as investment performance metrics
  • Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
  • Reviewing financial statements, supporting schedules, and related footnotes
  • Analyze and forecast IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management
What we offer
What we offer
  • bonus eligible
  • participate in a generous annual bonus plan
  • competitive compensation
  • leading-edge, human-centric benefits package
  • Fulltime
Read More
Arrow Right

Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire an Associate t...
Location
Location
United States , Chicago
Salary
Salary:
70000.00 - 80000.00 USD / Year
heitman.com Logo
Heitman
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in Accounting, Finance, or Real Estate
  • 0 to 2 years of experience
  • Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
  • Strong project and time management skills
  • Ability to work in a fast-paced environment
  • Commitment and willingness to manage competing (sometimes tight) deadlines
  • Strong team player and collaboration skills to support working together across multiple functional departments
  • Motivated by independent and team-oriented successes
  • Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
  • Strong verbal and written communication skills
Job Responsibility
Job Responsibility
  • Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
  • Learning how to calculate property and debt valuations as well as investment performance metrics
  • Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
  • Reviewing financial statements, supporting schedules, and related footnotes
What we offer
What we offer
  • Bonus eligible and participate in a generous annual bonus plan
  • Competitive compensation
  • Leading-edge, human-centric benefits package
  • Fulltime
Read More
Arrow Right