• Job Description

  Req#: 28546
  Overview
  
  
  This role will establish, plan, and administer the overall policies and goals of the Enterprise Valuation function. In addition, the role will provide leadership, direction, and methodology to the Enterprise Valuation team overseeing all aspects of valuation assignments for our enterprise clients. Provides critical insights and strategic direction to support decision-making processes across various business lines and transactions.
  
  Responsibilities
  
  
  • Managerial Functions - Provides leadership and oversight to a team of valuation professionals, providing guidance, mentorship, and fostering a collaborative environment. Establishes and monitors expectations to achieve company and department goals. Makes appropriate changes to team policies, procedures, and efficiencies in order to meet objectives.
  • Business Strategy - Set strategic direction for enterprise valuation methodologies, ensuring alignment with industry best practices and regulatory standards. Strategically identifies areas for process improvement, cost reduction, and increased profitability. Oversees client meetings, presentations as well as all activities related to the valuation process.
  • Assessment - Oversee comprehensive valuations of complex entities, including businesses, intangible assets, equity interests, and financial instruments. Oversee the evaluation process of financial projections to determine if assumptions are reasonable and supportable. Develop and apply advanced financial models, discounted cash flow analyses, and market approaches to determine fair value.
  • Risk Management - Responsible for understanding industry trends, new and changing regulations, market developments, and assess impact to the program. Monitor emerging valuation topics related to GAAP/Statutory/SEC reporting requirements. Oversee the enterprise valuation program, procedures, tools and practices to ensure alignment with policies, procedures, and established processes.
  
  Qualifications
  
  
  Bachelor's Degree and a minimum of 8 years of experience in Finance, financial modeling, accounting or business analysis OR High School Diploma or GED and 14 years of experience in Finance, financial modeling, accounting or business analysis
  Preferred Qualifications: a minimum of 10 years experience in Finance, financial modeling, accounting or business analysis. Advanced DegreePreferred Area of Experience: Loan valuation in Investment Banking, Private Equity, Hedge Fund or valuation Consulting License or Certification Type: Accredited senior member of the American Society for Appraisers Preferred, Accredited Business Valuation credential Preferred, Chartered Financial Analyst (CFA) PreferredSkill(s): Ability to create and interpret financial models
  Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
  
  
  Bachelor's Degree and a minimum of 8 years of experience in Finance, financial modeling, accounting or business analysis OR High School Diploma or GED and 14 years of experience in Finance, financial modeling, accounting or business analysis
  Preferred Qualifications: a minimum of 10 years experience in Finance, financial modeling, accounting or business analysis. Advanced DegreePreferred Area of Experience: Loan valuation in Investment Banking, Private Equity, Hedge Fund or valuation Consulting License or Certification Type: Accredited senior member of the American Society for Appraisers Preferred, Accredited Business Valuation credential Preferred, Chartered Financial Analyst (CFA) PreferredSkill(s): Ability to create and interpret financial models
  Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
  
  
  • Managerial Functions - Provides leadership and oversight to a team of valuation professionals, providing guidance, mentorship, and fostering a collaborative environment. Establishes and monitors expectations to achieve company and department goals. Makes appropriate changes to team policies, procedures, and efficiencies in order to meet objectives.
  • Business Strategy - Set strategic direction for enterprise valuation methodologies, ensuring alignment with industry best practices and regulatory standards. Strategically identifies areas for process improvement, cost reduction, and increased profitability. Oversees client meetings, presentations as well as all activities related to the valuation process.
  • Assessment - Oversee comprehensive valuations of complex entities, including businesses, intangible assets, equity interests, and financial instruments. Oversee the evaluation process of financial projections to determine if assumptions are reasonable and supportable. Develop and apply advanced financial models, discounted cash flow analyses, and market approaches to determine fair value.
  • Risk Management - Responsible for understanding industry trends, new and changing regulations, market developments, and assess impact to the program. Monitor emerging valuation topics related to GAAP/Statutory/SEC reporting requirements. Oversee the enterprise valuation program, procedures, tools and practices to ensure alignment with policies, procedures, and established processes.

• About the company

  First Citizens commercial banking helps you find solutions, services and products that fit your commercial business needs.

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