Valuation Manager Resume Sample
Kay O'Connell
5542 Thurman Orchard,
Houston,
TX
+1 (555) 350 8511
Work Experience
Valuation Manager
05/2018
-
PRESENT
Boston, MA
- Conduct control activities such as due diligence, ensuring compliance and monitoring internal control effectiveness
- Ensure timely resolution of escalated queries and systemic issues by proactively seeking to minimise or eliminate by addressing root causes
- Experience working in a Valuations role with a focus on financial reporting, purchase price allocations and impairment testing preferably at a public accounting firm
- Significant 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
- 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
Manager, Valuation
11/2013
-
04/2018
Boston, MA
- 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
- Experience in one or more of the following areas: transfer pricing studies, financial statement analysis, quantitative and competitive analysis, statistical sampling and econometrics, plan evaluation and/or operational performance analysis
- Supporting gas products and transactions for M&T regional desks – primarily through origination efforts fitting M&T’s commercial strategies
- Reviews appraisals and broker price opinions and establishes market value
- Ensures all valuation orders are reviewed based on investor and internal guidelines
- Provides analysis on valuation exceptions
- Communicates directly with investor and internal departments on market values (list prices, foreclosure bids, repair bids, etc.)
Manager Hydrocarbon Valuation
06/2007
-
05/2013
Detroit, MI
- Provides hands-on approach as it relates to internal processes and vendor management
- Provides recommendations for procedural changes and improvements as they pertain to the department
- Stays abreast of changes to federal and state mortgage laws and regulations affecting the operation
- Provides input on the reporting of property valuations and trends
- Coordinate and play lead role in Valuation Committee discussions
- Support of internal valuation-related KPIs and other metrics
- Assist companies in identifying and measuring the value of their assets by providing independent and well-supported valuations
- Independently gather data pertinent to an engagement through direct client interaction including personal and telephone interviews with market participants including brokers, appraisers, investors, developers and asset managers
- Understand the requirements associated with the development of value conclusions under U.S. Generally Acceptable Accounting Principles (GAAP), tax, and regulatory rules allowing companies to understand the value of an entity, asset, or liability so they can make informed business and investment decisions
Education
Boise State University - Twin Falls Campus
2002 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Determine the fair market value of the plan assets, based on a method of valuation that most accurately reflects such fair market value as of the date of plan termination (DOPT.)
- Good PC skills and understanding of actuarial systems
- Encourages team members to learn about cultures that differ from their own, leveraging this information to adapt effectively their working styles
- Demonstrates integrity, ethical decision-making and behaviors that build trust across teams and with clients; and,
- Or more experience in actuarial practice for life insurance (including reinsurance ) industry
- Demonstrates specialized expertise in technical and industry areas
- A good understanding of best practice in developing and applying accounting and valuation policy and practice
How to write Valuation Manager Resume
Valuation Manager role is responsible for credit, modeling, finance, retail, securities, auditing, litigation, reporting, research, insurance.
To write great resume for valuation manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Valuation Manager Resume
The section contact information is important in your valuation manager 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
- Telephone number
Work Experience in Your Valuation Manager Resume
The section work experience is an essential part of your valuation manager 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 valuation manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular valuation manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Valuation Manager resume experience can include:
- Solid understanding of Discounted Cash Flow modeling in both ARGUS and Excel
- Relevant experience gained at a prestigious accounting or consulting firm, investment bank or independent valuation firm
- Evaluates the performance of team members on the basis of merit and skill, addressing performance issues in-the-moment
- Experience in valuation of complex securities and financial transactions
- Financial valuation experience
- Experience in the application of valuation methodologies for
Education on a Valuation Manager Resume
Make sure to make education a priority on your valuation manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your valuation manager 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 Valuation Manager Resume
When listing skills on your valuation manager 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 valuation manager skills:
- Excellent analytical, comprehension, and problem solving skills, as well as strong verbal and written communication skills
- Given quarter-end reporting pressure, strong time management skills and efficient utilization of technology in order to consistently meet deadlines
- Excellent communication skills – verbal and written Japanese
- Good communication skills - verbal and written English
- Experience building, using and validating fixed income discounted cash flow models and scenario analysis
- Displays respect and fairness when managing others, bringing conflict into the open to enhance the quality of decisions and team effectiveness
List of Typical Experience For a Valuation Manager Resume
1
Experience For Manager, Valuation Resume
- Support and analyze experience studies in collaboration with Global Research and Analytics
- Multi-task several projects with a strong attention to detail
- Support the year-end audit valuation testing by collaborating with the 3rd party valuation party and investment team
- Oversee an assigned portfolio of property and investment valuations each quarter, meeting high quality review and reporting standards
- Perform and maintain valuation analysis on a broad range of hedge fund and private equity investments using widely accepted and relevant approaches and theory
- Handle and adapt to a rapidly changing assignments
2
Experience For Valuation Control Group Senior Manager Resume
- Independently collect data related to the valuation
- Complete information and ad hoc requests as received
- Scrutinize appraisal projections against actual and budget operating statements, contractual lease terms, capital programs, appraisals of similar properties, tenant retail sales, appraisal benchmarks, etc
- Evaluate empirical evidence used by independent appraisers to support valuation conclusions to include comparable rents and property sales and market analyses
- Participate in quarterly Valuation review meetings, sharing quarterly valuation results with UBS Realty senior management
3
Experience For Manager Hydrocarbon Valuation Resume
- Assist asset management with valuation analysis and other management analysis, counseling on ARGUS Enterprise software use, lease proposals and sensitivity analyses
- Participate as a team member in acquisition team’s underwriting efforts, reviewing financial and pricing projections with independent appraisers
- Assist with special projects including daily pricing activities, systems updates or testing, development property tracking, forecasting or other projects as required
- Defined progression path
- 5 day week
- Work with accounting to deliver final valuation results and appreciation/depreciation change, tracking capital adjustments against ARGUS Enterprise projections, accruals and funded capital expenditures. Communicate quarterly valuation results to senior management and portfolio management via preparation of the quarterly valuation, appraisal highlights and portfolio pricing reports
List of Typical Skills For a Valuation Manager Resume
1
Skills For Manager, Valuation Resume
- Develop pricing models using Bloomberg and IDC to value plan assets
- Coaches team members on problem-solving techniques and guiding them to use more sophisticated tools and frameworks
- Back-testing of existing financial models
- Develop valuation memos and workpapers in accordance with PBGC policies and professional auditing standards
- Support data collection for hard-to-value assets from third party vendors, including investment managers, actuaries and auditors
- Determine the fair market value of the plan assets, based on a method of valuation that most accurately reflects such fair market value as of the date of plan termination (DOPT)
- Develop valuation memos and workpapers in accordance with Client policies and professional auditing standards
- Applies global industry-leading practices, global economic perspectives, and local territory cultural nuances to shape solutions and recommendations
2
Skills For Valuation Control Group Senior Manager Resume
- Develop tools to assist in daily pricing processes
- Inspire and lead a group of professionals, without necessarily direct reporting relationships
- Advanced analytical & problem solving abilities
- Well-developed capabilities in modeling and data analytic tools
- Fundamental knowledge of reinsurance pricing and products
- Fundamental knowledge of JSTAT accounting and USGAAP
- Creates and manages a full implementation plan; Takes ownership for team’s quality of client deliverables and manages the end to end engagement process
- Develops and shares a point of view on strategic business issues and trends, anticipating the impact of technology developments on client needs, and surfacing relevant behavioral patterns as potential trends
3
Skills For Manager Hydrocarbon Valuation Resume
- Integrates frameworks and models into an analytical approach to develop insight into organizations
- Articulates a perspective on relevant global trends and how they impact client challenges
- Motivates others, helps them to understand and visualize goals
- Helping team members determine the impact of their communication styles on others and coach their abilities to collaborate with and respond to clients and individuals
- Targets and expands a network of internal and external relationships, including those beyond the immediate sphere of interaction
- Creates an environment that encourages improvement, innovation, and inclusion, and challenges traditional approaches
- Software development for financial derivatives
4
Skills For Forensic & Valuation Services Manager Resume
- Work on daily profit and loss analysis for structure products
- Review financial research and develop methodologies for valuation of financial derivatives
- Develop relationship with client quantitative team
- Highly level of energy and drive
- Interpret & implement guidelines & professional standards
- Articulate and strong communicator of analytical and technical results to non-analytical stakeholders with the ability to concisely synthesize key insights in an manner understandable to the audience
- Self-motivated, self-directed, and detail-oriented individual who is able to work in fast-paced, growth-oriented environment with minimal oversight
5
Skills For Manager, Valuation & Structuring Resume
- Strong written and verbal communication skills; writing abilities include creating effective communications media including Word documents, PowerPoint presentations, etc.
- Capacity to manage and prioritize multiple opportunities at once
- Execute and follow through to completion on activities
- Associate of the Institute of Actuaries of Japan or equivalent
- Fundamental knowledge of the Insurance Business Law and relative regulations
- Fundamental knowledge of the insurance industry and various types of insurance products
- Fellow of the Institute of Actuaries of Japan or equivalent
- Expert knowledge of valuation practices and of IFRS
6
Skills For Manager, Complex Securities Valuation Resume
- The ability to nurture key relationships and the credibility successfully influence, challenge and persuade
- To assist in carrying out operational and development tasks in financial reporting and management of the company in order to facilitate the business decision making
- Progressive work-related experience in investment appraisal and market analysis in the hotel industry or similar setting, with demonstrated mastery of technical and business knowledge and understanding of multiple disciplines/processes related to the position. Typically leads/mentors complex projects in the area of expertise
- Reinsurance pricing/valuation experience
- Manage, develop and motivate junior team members through coaching and demonstrating professional leadership
- Provide lucid advice throughout the bank on financial reporting and fair valuation issues and queries
- A very competitive basic salary
- Generous car allowance or company car
- Overseas top achiever events
7
Skills For Project Valuation Manager Resume
- Numerous employee exclusive benefits
- Exposure to career progression opportunities across the LSL Group
- Team Building - ability to develop open, constructive relationships with others, including peers, appraisal firm and appraisal review firm personnel and clients is critical as we work with both internal and external groups
- Occasional travel to inspect an assigned portfolio of investments and/or represent the UBS Realty valuation function at various trade associations (e.g. NCREIF)
- Identify and review best practice valuation for implementation, reserving and accounting issues in the financial services industry
- Contribute to the development of valuation policy and practices in the UK and internationally, principally though UK Finance, ISDA and EBF
8
Skills For Manager, Valuation & Corp Dev Resume
- Provide oversight for the development of more detailed policies and practices within NatWest Markets to ensure consistency with bank policy, and to maintain alignment between ring-fenced and non ring-fenced bank
- Provide oversight of the practices developed by the ring-fence bank IPV team
- Provide support to Managing Directors, Senior Directors and Directors, primarily with project execution, but also with business development
- Manage projects, develop work plans, implement recognized valuation techniques, write reports,and deliver results to clients
- Experience as either a generalist or specialist in a sub-segment (valuation of illiquid securities, purchase price allocation, derivatives, portfolio valuations, equity instruments, etc.)
- Perform ongoing valuations of consumer and small business loans, securities, and servicing rights
9
Skills For Manager, Valuation Services Resume
- Assist in the maintenance and implementation of updates to our valuation models
- Collaborate within our team and cross-functional teams to build models, and analyze, validate and implement improvements to our assumptions, methodologies and practices
- Understanding of relationship between delinquencies, roll rates and default probabilities
- Develop supporting documentation of valuation models, processes and results for internal partners and auditors
- Provide support for local capital planning and related initiatives
10
Skills For Senior Manager Variable Annuity Valuation Resume
- Identify valuation drivers and analyze changes in valuations versus performance expectations
- Contribute to development of valuation framework for new loan and investment products
- Calculate monthly and quarterly policy reserves and other actuarial values
- Set up valuation models for new treaties/products in collaboration with International/Regional Valuation
- Analyze financial results in collaboration with Local Finance
- Support Local Finance for FSA submission
- Produce actuarial projections for various purposes such as EV/PBEC and Business Planning in collaboration with International/Regional Valuation and Corporate Modeling
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