Project Coordinator - Business Valuation Analyst

Summary of Role:

The Project Coordinator - Business Valuation Analyst assists the Sr. Project Coordinator and Project Manager in all project-related tasks, including core strategies for projects, specifically the valuation projects - assisting with data entry and analysis to financial models, preparation of project deliverables, limited communication with clients as needed (via email, some phone), monitoring valuation projects' statuses, analyzing/compiling data for whitepapers and other internal purposes, developing core strategies for projects, and creating additional project deliverables,. The position requires a high level of independent work, strong organizational, analytical, and communication skills. We are looking for our next Excel/data "go to" person who is a self-starter and detail oriented. As part of the team, the Project Coordinator – Business Valuation Analyst provides cross-functional support and has the opportunity to get to know every aspect of the business. There is long-term advancement opportunity for this position as industry and company familiarity increases and the company expands.

Core Duties will Include:

Project Based:

• Support management with projects and deliverables for all services (primarily the business valuations) from project inception to project completion
• Creates, monitors, and completes tasks in CRM system
• Analyzes, tracks, and sorts data from valuation projects for reporting purposes
• Extrapolates data from third-party reports
• Able to conduct research and report on findings
• Communicates directly with clients, as needed via email and phone
• Assists with project-related tasks

General/Administrative:

• Schedules and conducts project-based phone calls
• Maintains electronic and physical files and manages documents
• Maintains project-based entries on Project Manager’s calendar and in CRM system
• Provides frequent updates on status of projects

Operational Tasks:

• Develops project workflows
• Improves project management processes
• Assists with software updates and improvements

Requirements:

• Excellent written and verbal communication skills,
• Proficient knowledge of Microsoft Office Programs, specifically Outlook, Word and Excel – Must have knowledge with advanced knowledge of Excel functions
• Strong organizational skills and attention to detail
• Ability to work independently and self-directed
• Strong team player with a positive “can do” attitude
• Ability to multitask and prioritize effectively
• Experience with Salesforce a plus
• Bachelor’s Degree in accounting, finance, economics, or business from an accredited college/university
• CPA or other related financial designation with 1+ year of experience are a plus
• Knowledge of the financial services industry a plus

Employment: Full-time; Monday-Friday (8:00 am - 5:00pm)

Benefits:

• Paid twice per month (1st and 15th), direct deposit
• 2 Weeks Paid Time Off
• Holiday Pay
• Paid Birthdays off
• Paid Work Anniversaries off
• Employer-paid medical/dental/vision insurance for employees
• Employer-paid group insurance plans
• 401k participation with employer contributions
• Annual bonuses
• Annual company-sponsored trips
• Quarterly company-sponsored activities
• Summer hours with flex-Fridays
• Monthly wellness program
• Free parking