Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

FinTech Valuation Analyst

VRC

Job Description

Job Description

About VRC:

VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.

 

About this role:

This role combines valuation experience with technology to investigate differences across valuation models, support onboarding reviews, and help improve the processes and tools used to deliver technology-enabled valuation solutions to clients.

What you will do:

  • Compare valuation results across proprietary models for new and existing client portfolios.
  • Investigate differences in inputs, assumptions, calculations, market data, security mapping, model setup, and outputs to identify where results diverge.
  • Identify whether differences are caused by source data, user inputs, model configuration, software issues, or expected variations in methodology.
  • Partner with portfolio valuation teams to review findings, agree on issue classification, and determine the appropriate resolution.
  • Assess whether identified differences are material or recurring, prioritize the follow-up work, and bring significant valuation, methodology, data, or software issues to senior team members.
  • Maintain a clear record of findings, decisions, supporting evidence, and agreed solutions, then retest changes to confirm that each issue is resolved.
  • Document software issues clearly so developers can reproduce, prioritize, and resolve them.
  • Support onboarding validation by confirming that portfolio data, security mappings, model configurations, and valuation results meet agreed readiness and acceptance criteria.
  • Turn recurring findings into stronger processes, validation checks, training materials, and technology enhancements

What you will need:

  • 2 to 4 years of professional software application development and support experience
  • 0-2 years’ work experience in a financial analysis role. Prior M&A experience at a valuation firm or public accounting firm is a plus
  • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis is a plus
  • Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
  • Progress towards ASA, CFA, or ABV designations is a plus
  • Working/advanced knowledge of Excel
  • Self-starter with the ability to master new tasks quickly
  • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
  • Strong work ethic and ability to work flexible hours around critical due date
  • Current authorization to work in the United States without the need for visa sponsorship now or in the future

 

What we offer you:

  • Competitive bonus program
  • Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
  • Generous time off/flexible work arrangements
  • Growth- VRC is growing, and so can your career
  • Reimbursement for admission fees and study material for professional designations
  • For more information on our various benefit offerings visit our Careers page

Our Commitment to Diversity & Inclusion

VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email View email address on ziprecruiter.com.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the FinTech Valuation Analyst in Milwaukee, WI vacancy
  •  ...- find your future at Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves...  ..., come make a difference at Fiserv.Job TitleTechnical Business Analyst - Advisor IITITLE: Technical Business Analyst - Advisor... 
    Suggested
    Full time

    Fiserv

    Milwaukee, WI
    2 days ago
  • $81.28k - $121.92k

    About The Job:The Corporate Development Analyst is responsible for providing complex financial analysis as a member of Northwestern Mutual...  ....What You'll Do:Build detailed financial models and create valuation analyses using multiple techniques including comparable company... 
    Suggested
    Full time

    Northwestern Mutual

    Milwaukee, WI
    2 days ago
  • $108.16k

     ...sub-advised portfolios’ derivatives risk exposures. Assist in overseeing and monitoring market, counterparty, liquidity, leverage, valuation, operational, and regulatory risks related to the use of derivatives, as well as regulatory matters and prospectus/SAI disclosures... 
    Suggested
    Work experience placement

    Northwestern Mutual

    Milwaukee, WI
    2 hours ago
  •  ...ensure accuracy, timeliness, and compliance with accounting standards. Analyzes and reviews the monthly accounts receivable valuation and provides recommendations to ensure optimal reimbursement. Understands and oversees the tools used for calculation. Develops... 
    Suggested
    Interim role
    Work at office
    Remote work

    Advocate Health

    Milwaukee, WI
    2 days ago
  • $128k - $252.5k

     ...moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions... 
    Suggested
    Local area
    Visa sponsorship

    Deloitte

    Milwaukee, WI
    1 day ago
  • $89.36k - $134.04k

     ...transaction lifecycle; including deal sourcing, due diligence, valuation, portfolio monitoring, and portfolio performance.Map and document...  ...in quantitative, analytics, or investment focused business analyst role.Demonstrated experience analyzing and improving business processes... 
    Full time

    Northwestern Mutual

    Milwaukee, WI
    10 hours ago
  •  ...The Opportunity My client is seeking a commercially minded Analyst, Business Development to support the continued growth of a middle...  ...each company, owner priorities, transaction goals, timing, and valuation expectations. Assess fit and transaction readiness while helping... 
    Remote work

    PCR Consulting LLC

    Milwaukee, WI
    1 day ago
  •  ...Title: IAM Analyst (Business Analyst) Location: Milwaukee, WI or NYC Type: Hybrid (3 days onsite per week) Duration: ASAP - 04/30/2027 (possible extension) Perks: Benefits, free daily lunch when onsite Job Description: About the Role We are seeking... 
    Immediate start
    3 days per week

    Tier4 Group

    Milwaukee, WI
    4 days ago
  • $75.6k - $113.4k

     ...This role will focus on the data associated with NMC’s investment transaction lifecycle; including deal sourcing, due diligence, valuation, portfolio monitoring, portfolio performance, and reporting to clients.Manage, transform, and integrate portfolio and benchmark data... 
    Full time

    Northwestern Mutual

    Milwaukee, WI
    1 day ago
  •  ...enjoy professionally satisfying work. We have over 2,300 people who are #HappyatFoley, and we think you will be too. The Conflicts Analyst - Lateral has responsibility for the entire conflict research and identification process as it relates to the onboarding of new and... 

    Foley & Lardner

    Milwaukee, WI
    3 days ago
  •  ...while having Fun truly makes FlexTrade a wonderful place to work.The Team:We are looking for a technically sharp and driven Senior SOC Analyst to join our cybersecurity team. You will serve as a key individual contributor within the Security Operations Center, owning day-to... 
    Remote work
    Flexible hours
    1 day per week

    FlexTrade

    Milwaukee, WI
    10 hours ago
  • Company DescriptionSonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled...
    Permanent employment
    Full time
    H1b

    Sonsoft

    Milwaukee, WI
    4 days ago
  • Company DescriptionSonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled...
    Permanent employment
    Full time
    H1b

    Sonsoft

    Milwaukee, WI
    4 days ago
  • $50k

    Job Description:INNOVATE WITHOUT BOUNDARIES!At Milwaukee Tool we firmly believe that our People and our Culture are the secrets to our success -- so we give you unlimited access to everything you need to get the job done.Under the direction of and reporting to a Group Manager...
    Full time
    Temporary work
    Internship

    Milwaukee Electric Tool

    Milwaukee, WI
    1 day ago
  • $119.77k - $140.9k

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...
    Full time
    Local area
    3 days per week

    US Bank

    Brookfield, WI
    3 days ago
  • Job DescriptionThe SAP Analyst is responsible for creation and maintenance of variant configuration (VC) within SAP. A VC helps manage the customization of products with multiple options and variations from quoting through manufacturing. This role involves designing, developing... 

    Brady

    Milwaukee, WI
    1 day ago
  • Company DescriptionSonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled...

    Sonsoft

    Milwaukee, WI
    4 days ago
  • Job DescriptionThe Senior Compensation Analyst at Brady will play a pivotal role within the Brady Total Rewards team. They will partner with leadership on program design and will spearhead the execution and administration of our global compensation and total rewards programs... 
    Worldwide

    Brady

    Milwaukee, WI
    10 hours ago
  • About the Role:The IT Strategy and Transformation function is a small, senior team responsible for shaping firm-wide technology strategy at Baird. This role offers the opportunity to influence critical, firm-wide initiatives with regular exposure to our Chief Information...
    Full time
    Casual work
    Currently hiring
    Work at office
    Remote work
    Work visa
    3 days per week

    Baird

    Milwaukee, WI
    10 hours ago
  •  ...AnalystCorporate Headquarters12575 Uline Drive, Pleasant Prairie, WI 53158Turn business challenges into smart solutions. As a Solution Analyst at Uline, you'll partner with business and IT teams to understand business needs and shape effective technical solutions. Use your... 
    Full time
    H1b

    Uline Shipping Supplies

    Milwaukee, WI
    2 days ago
  •  ...you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Senior Epic Analyst - Ambulatory Care, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive... 
    Local area
    Remote work

    Deloitte

    Milwaukee, WI
    3 days ago
  •  ...of patients and helping our healthcare partners thrive. Position Summary Under the direction of the HRIS Manager, the HRIS Analyst supports the administration, continuous improvement and optimization of HR systems. This role partners closely with Human Resources... 
    Full time
    Temporary work
    Local area

    Versiti

    Milwaukee, WI
    2 days ago
  • Company DescriptionSonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled...
    Permanent employment
    Full time
    H1b

    Sonsoft

    Milwaukee, WI
    4 days ago
  • Company DescriptionSonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled...
    Permanent employment
    Full time
    H1b

    Sonsoft

    Milwaukee, WI
    4 days ago
  •  ...Headquarters12575 Uline Dr. Pleasant Prairie, WI 53158Shape strategy. Inform decisions. Drive results. As a Senior Human Resources Analyst at Uline, you'll help shape strategic workforce initiatives through advanced analytics and reporting solutions. Use your analytical... 
    Full time

    Uline Shipping Supplies

    Milwaukee, WI
    11 hours ago
  •  ...together seamlessly? Are collaboration and customer service some of your strengths? Then you belong at Uline! As an EDI Integration Analyst, you’ll work with other Uline teams to support a superior shopping experience for our B2B buyers through our punchout catalog on... 
    Full time

    Uline Shipping Supplies

    Milwaukee, WI
    2 days ago
  • Company DescriptionSonSoft Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. SonSoft Inc is growing at a steady pace specializing in the fields of Software Development, Software Consultancy, and Information Technology Enabled ...
    Permanent employment
    Full time
    H1b

    Sonsoft

    Milwaukee, WI
    4 days ago
  • $90k - $110k

    What You'll DoPosition Summary The Total Rewards Analyst supports the design, administration, analysis, and continuous improvement of the organization's compensation, benefits, recognition, and wellness programs. This role serves as a key member of the People & Culture... 
    Full time
    Contract work
    Local area

    Cohen & Company

    Milwaukee, WI
    2 hours ago
  • $23 - $24 per hour

     ...Immediate need for a talented Quality Analyst . This is a 06 months contract opportunity with long-term potential and is located in Milwaukee Wisconsin (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:26-31386... 
    Contract work
    Work experience placement
    Work at office
    Local area
    Immediate start

    Pyramid Consulting, Inc

    Milwaukee, WI
    3 days ago
  •  ...Job Description: We are seeking a detail-oriented Associate Analyst to support a specialized financing program within a financial services organization. This role is part of a team that provides financing solutions to a field sales force, helping advisors and business... 
    Full time
    Work at office

    Tier4 Group

    Milwaukee, WI
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to FinTech Valuation Analyst. Be the first to apply!