The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Build and maintain complex financial models (DCF, comparable: company/precedent transaction analyses, OPM/PWERM, Monte Carlo simulations) to support fair value measurements of private company investments and other illiquid holdings.
Perform quarterly and event-driven valuations for private: equity/venture-style investments, including waterfall/allocation analyses across complex capital structures (preferred stock, SAFEs, convertible notes, warrants).
Develop and refine valuation methodologies in line with AICPA Private Equity: and Venture Capital Valuation Guidelines.
Prepare valuation memos and supporting documentation for presentation to the: RHV Private Markets Valuation Committee and Audit Committee.
Partner with TAFR to ensure valuation conclusions are properly reflected in: consolidated financial statements and SEC disclosures (10-Q/10-K, 8-K as applicable).
Serve as a key point of contact for external auditors (EY) on: valuation-related audit requests, walkthroughs, and testing.
What they're looking for
- Collaborate with Corporate Development, Legal, and Investor Relations on new: investment structuring, follow-on financings, and exit/liquidity events to assess valuation impacts.
- Advise on the accounting and valuation implications of new or complex: investment structures (e.g., tiered/contingent consideration, equity-linked instruments).
- Maintain and enhance internal controls (SOX) over the valuation process,: including documentation standards, model governance, and data source validation.
- Drive continuous improvement of valuation templates, market data inputs, and benchmarking practices.
