Senior Valuation Specialist

Requirements

• Champion Quality Assurance: Establish and manage robust quality control systems to ensure the accuracy, consistency, and reliability of all valuation outputs. Conduct thorough reviews and audits of valuation work to uphold rigorous professional standards
• Uphold Regulatory Compliance: Guarantee that all valuations comply with the latest industry regulations, legal requirements, and professional standards. Monitor regulatory developments and proactively adapt internal processes in line with changes
• Provide Technical Leadership: Act as the company's subject matter expert on all things valuation. Keep abreast of evolving methodologies, best practices, and market developments. Mentor and support the ongoing professional growth of team members
• Deliver Sophisticated Valuation Analyses: Lead the preparation of in-depth equity and share option valuations, tailored to meet diverse jurisdictional requirements. Produce detailed, high-quality valuation reports accompanied by clear, well-structured supporting documentation
• Manage Client Engagement: Serve as the senior point of contact for valuation-related client matters. Offer expert advice, address complex challenges, and ensure a seamless and professional experience that builds long-term client trust and satisfaction
• Drive Innovation and Continuous Improvement: Identify opportunities to improve and modernise valuation processes. Embrace innovation to increase efficiency, accuracy, and value across the function. Build a function that can scale in line with business growth while maintaining high technical and professional standards
• Ensure Effective Risk Management: Establish and maintain appropriate documentation, review trails, and sign-off procedures to mitigate valuation risk and support defensibility, particularly in tax-sensitive or regulated environments
  

Essential Elements For This Role

These are the skills and qualifications we consider essential for this role:

• 8+ years of experience delivering 409A valuations
• Proven track record of leading and mentoring valuations teams
• Extensive experience reviewing and signing off on valuation work
• Very strong valuations technical knowledge, including expertise in startup valuation methodologies
• Professional qualification (e.g. CFA, CVA, CA, or equivalent)
• Exceptional attention to detail
• Strong interpersonal skills with the ability to influence stakeholders
• Committed to continuous professional development
• Excellent written and verbal communication skills in business English
• Proficient in Microsoft Office and Google Workspace
• Experienced in using Capital IQ and other valuation data platforms
  

Nice to have

These will help you stand out from the pack:

• Experience conducting valuations for UK-based companies
• Exposure to tax valuation practices in jurisdictions such as the UK and India
• Knowledge of share-based payment accounting (e.g. IFRS 2)
• Experience working within SaaS or technology-led businesses
• Familiarity with HubSpot, Slack, and similar tools
• Demonstrated use of technology, including AI, to enhance valuation processes
  

Culture fit

What makes Vestd folk collaborative, adaptable, and eager to grow?

• Thrives in a startup environment, ready to tackle diverse challenges with enthusiasm
• Adaptable - open to taking on responsibilities beyond the defined role as needed
• Passionate about contributing to a culture of innovation, collaboration, and continuous improvement
• Embraces technology to improve processes and drive efficiency
  

Benefits

What you can expect

Our culture is our backbone (BreatheHR named us one of the Top 3 Companies in the UK for Company Culture'), and we take team happiness seriously.

Vestd strives to be as principled as possible. We're all about Goal 8 of the United Nations ‘Sustainable Development Goals. This goal is about ‘Decent work and economic growth,' and we consider it both with our external activities and internal workings.

We'll do everything we can to help you grow in your role. In return, you'll want to learn all about our industry and do all you can to help us continue leading it.

Vestd is 100% remote, so in return for your commitment, diligence, and productivity, you'll have a lot of autonomy during your working day. Some roles demand office hours (to fit our customers' schedules), but we are committed to offering flexibility where possible.

Happy employees make for happy customers, as demonstrated in our five-star reviews. Vestd's excellence has also been recognised by The Europas, The Fintech Awards London, The Hustle Awards, TechRound, and BusinessCloud's Fintech50. See more about our awards here.

This could be the perfect opportunity if you're an autonomous, self-driven individual passionate about contributing to a meaningful mission and value being part of a supportive, close-knit team.