Valuation Analyst

Abrigo • Raleigh, NC

2d • Remote

About The Position

We provide technology that community financial institutions use to manage risk and drive growth. Our solutions automate key processes – from anti-money laundering to fraud detection to CECL readiness to lending workflows – empowering our customers by addressing their Enterprise Risk Management needs.
The Senior Analyst role is a key member of the growth oriented Advisory Services team, focused on supporting Abrigo’s goals and driving client success. As part of a fast-growing company, this role offers dynamic opportunities to contribute across various areas of the organization, principally Fair Value Analytics. We are seeking highly motivated candidates with a background in the financial institution space related to valuation and valuation-related methodologies, including discounted cash flow for financial assets and liabilities, and working knowledge in CECL. The ideal candidate should possess effective analytical and critical thinking skills, a customer-first approach, operational excellence and outstanding communication skills. This position reports directly to the Manager of Advisory Services. Applicants may choose to work remotely or from our offices in Raleigh, NC, or Austin, TX.

Requirements

• Bachelor's degree in accounting, finance or a related field (professional experience can be a substitute) and a minimum of 2 years of professional services experience with a focus on financial institutions; experience with fair value analytics preferred, but not required.
• Excellent written and communication skills with the ability to explain complex concepts clearly to clients and internal stakeholders.
• Experience using all MS Office applications with advanced skillset in Excel
• Understanding of valuation methodologies for financial assets and liabilities (e.g., discounted cash flow, market-based approaches); experience applying these methodologies preferred, but not required
• Ability to quickly discern and choose important priorities from competing responsibilities

Nice To Haves

• Finance, ALM, CECL and/or technology background preferred
• MBA or CFA certification a plus

Responsibilities

• Collaborate with a high-performing team in delivering Fair Value Analytics services in a culture of continuous improvement, accountability, innovation and excellent customer service.
• Perform analytics on engagements involving the valuation of financial instruments such as loan and deposit portfolios, debt portfolios and core deposit intangibles for financial reporting purposes in compliance with ASC 820.
• Participate in client meetings to explain data interpretations and modeling results.
• Support growth goals through project efficiency, client relationship management, and delivery excellence.
• Assist in the achievement of team tactical goals optimal capacity utilization, effective bill rates, and other key performance indicators.
• Cross collaboration with internal customers and other Advisory pillars such as stress testing, CECL, strategic pricing and ALM.
• Help execute team OKR initiatives where relevant tied to departmental and enterprise OKRs.
• Remain current on regulatory and compliance changes and other industry developments related to relevant area of expertise.
• Occasional travel required to team events to support engagement, relationship-building, and key decision-making.
• Other duties as assigned.

Benefits

• Market competitive total rewards package
• To be part of the Heart & SOUL of a winning company with an inspiring mission
• The opportunity to Make Big Things Happen
• Competitive salary and bonus structure along with full health benefits with an HSA option
• Flexible PTO and bank holidays
• 401(k) plan and company match

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level