Manager Valuations Resume Sample

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Lyla Pfeffer
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Work Experience


Manager, Valuations
06/2016 - PRESENT
Phoenix, AZ
  • Coordinate with relevant commercial businesses to ensure alignment between GECC and business units
  • Assist valuation leaders in developing GE Board Level and GECC ERMC reporting packages based on asset class including embedded losses and gains, risks thereto and impact of various scenarios
  • Coordinate with commercial businesses to ensure adequate reporting of material assumptions and risks in the business units valuations
  • Be an independent presence with respect to the consideration and application of appropriate valuation methodologies and assumptions
  • Focus team on key priorities and ensure that team members deliver quality service as per client’s needs and priorities
  • Assign people to projects based on their skills, career goals and client’s expectations
  • Act as a counsellor for team members
Timberlands Valuations Manager
10/2012 - 04/2016
San Francisco, CA
  • The production and development (including documentation) of IPVs, VAs and other similar procedures (e.g. VU) with an emphasis on the following products and businesses: FX and funding products in Investor and Treasury Services businesses, based in London and other regions
  • Ensure that existing VA/IPV/VU or other processes continue to be aligned and keep pace with the business, and regulatory and accounting best practice
  • A developed understanding of FX forwards, loans/deposits, bonds and vanilla derivative products and their valuation
  • Experience of P/L calculations and methodologies for these products and their related businesses
  • Outstanding applied mathematics and computer programming skills
  • Strong business acumen, analytical thinker and process driven. Work requires attention to details
  • Knowledge of capital markets products and models
  • Solid understanding of Financial Institutions including a good understanding of all facets of RBC (business, risk, corporate treasury activity)
Manager Valuations Oversight
10/2005 - 05/2012
San Francisco, CA
  • Build relationships with professionals in similar service lines
  • Participate in the growth of MNP’s valuations practice
  • Manage and deliver valuation services in an assigned geographic area
  • Research publicly traded comparable companies
  • Eight years of experience with advisory related projects with an audit, tax and advisory firm
  • Experience with valuations of business entities and intangible assets, purchase price allocations, analyzing goodwill and long lived asset impairment, supporting a company’s value for bidding or asking price plans, litigation support and financial analysis and research
  • Develop a thorough understanding of MNP’s services, businesses and industry
  • 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

Education


Oregon State University
1999 - 2004
Bachelor's Degree in Finance Related Field

Professional Skills


  • Provide primary valuation contact for NTI to stakeholders in role as Investment Adviser or Sub-Adviser with Custodian, Fund Accountants, Investment Advisers and Sub-Adviser Valuation Teams
  • Strong communication and interpersonal skills (comfortable making contact with clients; conscious of client relations and expectations)
  • Strong organizational skills and ability to work efficiently within budgets so that multiple assignments can be handled simultaneously
  • Experience in valuing complex securities using financial engineering techniques
  • Experience working within Valuations
  • Experience estimating fair value of highly structured investments typical of the energy industry
  • Strong background in mathematics, accounting and/or IT

How to write Manager Valuations Resume

Manager Valuations role is responsible for travel, programming, finance, credit, securities, training, litigation, security, compensation, analysis.
To write great resume for manager valuations job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Manager Valuations Resume

The section contact information is important in your manager valuations resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Manager Valuations Resume

The section work experience is an essential part of your manager valuations resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous manager valuations responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular manager valuations position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Manager Valuations resume experience can include:

  • Practical IT experience (e.g. Excel and/or VBA)
  • Undertake ongoing training and development to keep abreast of changes and current issues in the field of forensic accounting and business valuation
  • Co-ordinate the various phases of an engagement with the Senior Manager, Partner and/or professional staff member, including engagement planning and scheduling
  • Understand the business/assets being valued, and the types of valuation methods being used, as well as analyze data and prepare business valuations
  • Assist counsel in cross-examining opposing experts
  • Accountable for assisting clients in valuing financial derivatives, options, warrants, swaps and executive compensation plans

Education on a Manager Valuations Resume

Make sure to make education a priority on your manager valuations resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your manager valuations experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Manager Valuations Resume

When listing skills on your manager valuations resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical manager valuations skills:

  • Solid understanding of pricing methodologies
  • Provide valuation validation of Corporate Actions in all Accounts and Portfolios
  • Nine (9) to ten (10) years of experience at a professional services firm, most of which was in a financial analysis and valuations role
  • Four (4) to eight (8) years of experience at a professional services firm, most of which was in a financial analysis and valuations role
  • Desire to learn and pass on knowledge and experience
  • Experience in valuations and securities industry

List of Typical Experience For a Manager Valuations Resume

1

Experience For Manager, Valuations Resume

  • Supervise the training of staff and provide guidance and direction to staff, giving constructive criticism of their work, and offer guidance and direction
  • Work with Partners across the country to meet the needs of their clients
  • Responsible for the development and execution of valuations for engagements relating to the fair value of a variety of complex financial instruments using option pricing and fixed income models, Monte Carlo simulations and other financial engineering techniques
  • Manage and perform multiple valuation engagements
  • An investigative mindset

List of Typical Skills For a Manager Valuations Resume

1

Skills For Manager, Valuations Resume

  • Five (5) to Eight (8) years of relevant experience at a professional services firm, most of which in a financial analysis and valuations role
  • Ensure that existing VA/IPV processes continue to be aligned and keep pace with the business, and Regulator and Accounting Best Practice
  • Maintain a list of broker-priced securities. Provide Management Reporting to appropriate stakeholders of the information
  • Recommend FASB ASC 820/157 bucketing for securities
  • Maintain lists of accounts, funds, securities, etc. needed to support pricing and valuation process
2

Skills For Timberlands Valuations Manager Resume

  • Join a growing international team with inspirational leadership, bright, dynamic people with a truly entrepreneurial spirit
  • Benefit from more diverse and exciting career opportunities
  • Takes initiative, and makes suggestions to improve the team’s functioning and morale
  • Familiarity with market data platforms and analytical tools including Bloomberg, Reuters and Markit/Totem
  • Play a key role in the production and development of methodology for IPVs relating to Global Structured Interest Rate products
  • Play a key role in the production and implementation of methodology for Valuation Adjustments relating to Global Structured Interest Rate products
  • Maintain high quality control by reviewing work done by other team members for accuracy and completeness; provide feedback to team members
  • Prepare detailed analysis of accounting records and other personal and corporate financial information
3

Skills For Senior Manager, Valuations Resume

  • Prepare income calculations to assist counsel in determining support obligations
  • Critique the work of opposing experts
  • Participate actively in practice development activities such as meetings with referral sources, conference exhibits, writing articles; and
  • Execute fair valuation process
  • Execute stale price process to review stale priced assets in NTI Funds and Separate Accounts; develop and execute enhanced process exchange offerings, and credit risk evaluation
  • Backtest and Report on hard to value assets
  • Support NTI Pricing and Valuation Committee, Northern Funds, Northern institutional Funds, FlexShares ETFs, NT Alpha (Hedge) & NT Long Short/Short and Bank Common and Collective Funds
4

Skills For Manager Valuations Oversight Resume

  • Consults with product, administrators, portfolio managers, traders, boards and investment various professionals to identify their product and service needs
  • Ensure consistent procedures globally
  • Proactively develop and execute quality control measures
  • Optimize interactions between /workflow between groups involved in the valuation process
  • Deliver international projects on behalf of many of the most prominent organisations across Europe
  • Conduct and coach the TF Valuations team to complete collateral value research and analysis for proposed equipment lease/finance transactions utilizing the existing resources of TF Valuations, external sources and prior experience to provide researched, supportable, and accurate values
5

Skills For OTC Valuations Manager Resume

  • Recommend and sign off on TF Valuations team’s recommendations related to proposed transaction structures that maximize potential residual gain and minimize risk. Prepare and edit TF Valuations team’s written collateral evaluations and residual analysis supporting recommendations
  • Participate in the transaction origination process so that informed and balanced decisions are made that are consistent with established policies and procedures of the Equipment Management Department and BMO Transportation Finance objectives for growth and asset quality
  • Manage and evaluate existing portfolio transactions for profit and loss opportunities and exposures including equipment concentrations and impaired asset classes
  • Understanding of financial statements, personal finances, employment records, etc.
  • Develop new and enhance existing valuation policies and methodologies responding to dynamic equity derivative markets which are continually evolving
  • Ensure that existing VA/IPV processes are complete and continue to be aligned with the business and regulator and accounting best practices
6

Skills For FX Valuations Manager Resume

  • Interest and aptitude for coaching and developing people; and
  • The ability to multitask and work in a fast-paced and changing environment with tight deadlines
  • Research, evaluate, and recommend target market segments, industry trends, and equipment types for current or future investment.
  • Completion of the Chartered Professional Accountant (CPA) designation and the Chartered Business Valuator (CBV) designation
  • Billingual (French and English)
  • Completion of Chartered Business Valuator (CBV) program
  • Flexibility and willingness to travel throughout Canada
  • Completion of a Chartered Financial Analyst (CFA) designation, Chartered Business Valuator (CBV) designation, Financial Risk Manager (FRM) or a Chartered Professional Accountant (CPA) designation considered an asset
7

Skills For Senior Manager, Matrimonial Valuations Resume

  • Strong computer literacy including effective working skills of financial engineering or statistical software, Matlab, Microsoft Excel, R, Capital IQ and Crystal Ball
  • Strong attention to detail and ability to thrive in a control-based environment
  • DIFA designation as asset
  • The ability to perform thorough quantitative analysis
  • A keen attention to detail along with an ability to focus on the overall concepts
  • Produce clear, concise and well written documents
  • Ensure that all VA/IPV processes are complete and follow RBC’s risk policies and procedures. Identify and escalate appropriate improvements
8

Skills For Senior Manager, Valuations Methodology Resume

  • Interacts with Senior Managers, Directors and Executives within the Global Valuations Group
  • Interacts with staff to better understand risk and models
  • Interacts with business managers and traders in capital markets
  • Auditors – internal and external
  • Prepare and review expert reports for client claims or disputes
  • Compile data, analysis and recommendations with respect to loss or damage quantification in insurance or litigation claims
  • Conduct financial research into industry and general economic conditions, valuation multiples for relevant public companies and precedent transactions
9

Skills For Valuations Manager Energy Resume

  • Use an investigative mindset to understand the business and how a loss/claim affects the business
  • Review the financial statements, notes, attached schedules, management letters and tax returns, and any other documents to be used in a report
  • Attend, observe and contribute towards discussion at any meetings with the client
  • Consult with clients, client’s counsel and representatives of insurance companies
  • Promptly bring any significant issues or findings in the assignment, along with recommendations for their resolution,to the attention of the Senior Manager or Partner
10

Skills For Senior Valuations Manager Resume

  • Prepare cash flow and valuation models to arrive at estimates of value
  • Assist counsel in the preparation of Net Family Property statements for matrimonial purposes
  • Where applicable, promptly review the work of assignments completed by staff, ensuring that all queries and outstanding points have been resolved satisfactorily, prior to review by Senior Manager and/or Partner
  • Understand fair value requirements in connection with financial reporting
  • Mentor professional staff throughout the year and provide support and development to advance their careers
  • Assign work to staff members based on their knowledge, experience and on-going professional development needs, ensuring that staff members are properly supervised during completion of each assignment, prior to commencing work; and

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