Valuation Reporting Analyst

Full Time

Chicago, IL, USA

1 week ago

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We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuation and fairness opinions. As one tightly integrated team of more than 900 professionals across 15 countries, we offer an unmatched perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Learn more at www.lincolninternational.com.

At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients.

Lincoln International is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Duties & Responsibilities:

Based in Chicago, Illinois, the Valuation Reporting Analyst will serve as a key member of Lincoln’s Global Business Enablement team, with the primary role of supporting the technology underlying Lincoln’s proprietary valuation model. The Valuation Reporting Analyst will work with internal and external stakeholders to understand business challenges, using technology and process as tools to address these challenges. The Valuation Reporting Analyst will gain a deep understanding of Lincoln’s Valuations and Opinions business.

The Valuation Reporting Analyst position at Lincoln provides an excellent opportunity to work in a demanding, yet supportive, team-oriented environment. The Valuation Reporting Analyst should have relevant professional experience, be entrepreneurial, poised, and able to deal with many different people both inside as well as outside the firm. Strong communication skills are critical to success in this role. Lincoln fosters a cohesive and supportive work environment and encourages teamwork.

Primary Responsibilities:

Lead the continued development and maintenance of existing automated reporting templates and data connections in Workiva, and help to solution, test, and optimize new automated reporting templates
Lead requirements gathering and manage the roadmap for new capabilities for automated reporting templates in Workiva
Develop and own the support knowledgebase for the Workiva platforms to enable effective change management
Become a technical subject matter expert in Workiva; provide technical support for global Workiva users and manage product support; maintain the global security model and audit support
Develop a working knowledge of the Anaplan valuation model that feeds that data into Workiva reporting templates via WData integrations
Participate in implementation of data integration and migration solutions
Work with internal teams across departments, external teams, and clients to achieve program goals

Qualifications:

Interested candidates should meet the following requirements:

Professional and Cultural Characteristics:

Authentic individual with high integrity, whose personal and professional values are consistent with Lincoln’s Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity)
Assertive, articulate, and self-motivated, can manage multiple tasks and deadlines in a fast-paced environment
Resourceful, motivated problem solver with ability to identify and execute next steps
Strong written and verbal communication skills with keen attention to detail
Strong collaborator who enjoys working in an entrepreneurial environment
Driven and ambitious professional who gains satisfaction from achieving personal and team goals
Desire to learn new concepts and technology to enhance solutions and collaborate with teams
Ability to effectively interface effectively with all levels of management and banking staff
Strong interpersonal skills and work well in a team environment

Other Qualifications:

Passion for technical problem solving, business analytics and financial reporting
Bachelor’s degree in Accounting Information Systems, Engineering, Computer Science, Information Technology, Management Information Systems or equivalent
1-2 years Workiva WDesk experience required
1-2 years of overall relevant technical experience (or related consulting or financial experience)

Prior experience in software implementation or corporate finance and valuations a plus

Advanced Microsoft Excel / financial modeling skills and strong Excel analytical capability
Experience working with internal and external stakeholders to understand functional reporting requirements, translating these into technical requirements, and completing iterative reporting build based on these requirements
Experience in change management, drafting internal and external communications, training materials, and presentations
Experience in valuations and finance a plus
Experience with Workiva Chains and WData a plus
Experience with Anaplan a plus
Understanding of data architecture and integration across platforms
Ability to periodically work extended hours (in the office or remotely) as required to support the business in meeting deadlines