Position Summary

The Valuation Coordinator provides administrative, analytical, and project management support to the Valuation & Advisory team. This role helps organize valuation engagements, facilitates client communication, manages documentation, and ensures deliverables move efficiently through the project lifecycle. Ideal candidates are detail-oriented, highly organized, and comfortable working in a fast-paced professional services environment.

---

Key Responsibilities

Project & Engagement Support

• Coordinate all phases of valuation engagements, from intake to final delivery.
• Maintain engagement timelines, milestones, and task tracking.
• Assist valuation analysts with gathering financials, market data, and supporting documents.

Client Communication & Logistics

• Serve as a point of contact for clients to schedule meetings, gather documents, or clarify requests.
• Ensure confidentiality and accuracy in all client interactions and documentation.
• Manage engagement letters, NDAs, and compliance requirements.

Document & Data Management

• Organize, review, and maintain valuation files in accordance with PYA standards.
• Prepare templates, reports, summaries, and presentation materials.
• Assist with quality checks and formatting of valuation deliverables.

Operational & Administrative Support

• Support scheduling, team calendars, and resource allocation.
• Facilitate internal workflow between valuation professionals, leadership, and cross-functional teams.
• Assist with billing preparation, time tracking, and engagement close-out.

---

Required Qualifications

• Bachelor's degree in Business, Finance, Accounting, or related field (preferred but not required depending on experience).
• Experience in professional services, valuation, financial analysis, or administrative coordination.
• Strong organizational skills with attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Ability to manage multiple simultaneous deadlines with professionalism and accuracy.

---

Preferred Qualifications

• Experience working in a financial, accounting, valuation, or consulting firm.
• Familiarity with financial statements, valuation concepts, or compliance requirements.
• Experience with CRM or project management systems.

---

Key Competencies

• Professionalism and discretion with sensitive financial information.
• Reliability and accountability in task ownership.
• Strong problem‑solving skills and proactive thinking.
• Ability to collaborate effectively in a team environment.