valuation consultant

MaloneBailey, LLP

<div><p><b>Job Title: </b>Valuation Services Senior Associate / Manager<br>
<b>Reports to:</b> Valuation Managing Director</p>
<p><b>
Job Summary:</b> MaloneBailey, LLP is seeking a highly skilled and motivated individual to serve as the Valuation Services Senior Associate or Manager. This individual will primarily perform reviews of third-party appraisals for audit support purposes as well as help grow and deliver consulting valuation services for tax planning, financial reporting, and litigation. The successful candidate will work closely with our accounting and auditing teams to ensure that our clients receive the highest quality service.</p>
<p><b>
Salary Range &amp; Benefits:</b> Commensurate with experience, standard firm benefits<br>
<b>Hours Required: </b>40 hrs.<br>
<b>FLSA Status:</b> Exempt</p><br>
<p></p>
<p><b>
About MaloneBailey, LLP</b></p>
<p>
Founded in 1982, MaloneBailey, LLP is a PCAOB-registered, market-leading public accounting firm headquartered in Houston and with offices in Beijing, Shenzhen, and Tokyo. MaloneBailey provides audit and accounting services to public and private companies. We are an exclusive company as one of a few firms worldwide that serve a substantial number of public company clients, including NYSE, NASDAQ and OTC listed companies. MaloneBailey is a member of HLB, The Global Advisory and Accounting Network. For more information about MaloneBailey, please visit: www.malonebailey.com.</p><br>
<p></p>
<p><b>
Major Responsibilities &amp; Duties:</b></p>
<ul>
<li>Perform reviews of third-party appraisals for audit support purposes</li>
<li>Plan the scope of work for valuation engagements and oversee day-to-day activities and execution of multiple, concurrent engagements</li>
<li>Assume responsibility for quality control and accuracy of client deliverables, and effectively manage risk associated with engagements</li>
<li>Manage client relationships and consult with clients in all aspects of the valuation process</li>
<li>Explain and articulate valuation methodology issues and document accounting issues clearly</li>
<li>Prepare, draft and finalize valuation reports with a clear, concise writing style</li>
<li>Service clients from multiple industries and deliver valuation engagements for financial reporting in audit reviews</li>
<li>Manage and deliver business and intangible valuations for mergers and acquisitions, financial reporting, tax and regulatory compliance, restructuring and reorganizations, corporate services and management planning purposes</li>
</ul>
<p>The successful candidate will possess the following qualifications:</p>
<ul>
<li>Valuation or relevant accreditation required</li>
<li>5+ years experience in valuation</li>
<li>Experience in valuations of intangible assets (customer relationships, trade names and technology); contingent consideration (earn-outs); share-based award valuations (SARs, options); warrants; convertible preferred stock; and convertible debt.</li>
<li>Strong understanding of financial reporting and tax-related valuations</li>
<li>Self-motivated with research, analytical, and problem-solving skills</li>
<li>Ability to manage client relationships and oversee multiple, concurrent valuation engagements</li>
<li>Excellent written and verbal communication skills</li>
<li>Analytical financial modeling skills</li>
<li>Ability to work independently and as part of a team, with strong project management skills and the ability to manage multiple priorities and deadlines</li>
</ul>
<p><b>Education and Licenses:</b></p>
<ul>
<li>Undergraduate degree in accounting, finance, economics or related field required</li>
<li>ASA, CFA, ABV, CPA certification preferred</li></ul></div>

Valuation Services Senior Associate / Manager

EY-Parthenon

<div>
 At EY, we&rsquo;re all in to shape your future with confidence.
 <br/>
 <br/>
 We&rsquo;ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.
 <br/>
 <br/>
 Join EY and help to build a better working world.
 <br/>
 <br/>
 <strong>
  The opportunity
  <br/>
  <br/>
 </strong>
 Strategy &amp; Transactions (SaT) is recruiting for a Valuation Analyst to assist our clients in addressing their strategic planning, regulatory compliance, financial reporting and fair market value documentation needs. You&rsquo;ll have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning.
 <br/>
 <br/>
 <strong>
  Your key responsibilities
  <br/>
  <br/>
 </strong>
 As a Valuation Analyst, you'll make technical contributions to valuation client engagements and internal projects. You'll gain a thorough understanding of the target business and its market, and of clients' issues, performing research and analysis of the target's industry and of quoted companies operating in that sector. You'll deal with day-to-day queries raised by clients and will attend internal and external meetings relating to the assignment.
 <br/>
 <br/>
 You'll perform valuation calculations and analyses, as well as being involved in drafting presentations and reports, formulating views on value, presenting conclusions to the rest of the team and contributing to the presentations of our work and findings to the client.
 <br/>
 <br/>
 <strong>
  Skills And Attributes For Success
  <br/>
  <br/>
 </strong>
 Individuals who will strive to deliver valuations on time and within budget will do well in this environment. You will also be required to take ownership of your career by obtaining regular feedback on a timely basis and keeping alert to learning and development opportunities. You'll actively establish and develop external and internal relationships, helping to create a positive learning culture within the team.
 <br/>
 <br/>
 <strong>
  Qualifications &amp; Experience
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   A bachelor's degree in finance, economics, accounting or business and at least 1 year of related business valuation work experience
  </li>
  <li>
   Financial modelling skills including experience building models from scratch.
  </li>
  <li>
   Demonstrated record of solving complex problems and completing challenging projects
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Ideally you&rsquo;ll also
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Have previous valuation experience in professional services/Big 4 Firm
  </li>
  <li>
   Have spent time working in a consulting environment
  </li>
  <li>
   Have financial modelling experience
  </li>
  <li>
   Made an achievement of or significant progress towards a CFA;
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What We Look For
  <br/>
  <br/>
 </strong>
 We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for valuations and have a very strong attention to detail. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our clients&rsquo; goals.
 <br/>
 <br/>
 <strong>
  What We Offer You
  <br/>
  <br/>
 </strong>
 At EY, we&rsquo;ll develop you with future-focused skills and equip you with world-class experiences. We&rsquo;ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
 <br/>
 <br/>
 Are you ready to shape your future with confidence? Apply today.
 <br/>
 <br/>
 To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need.
 <br/>
 <br/>
 <strong>
  EY
 </strong>
 | Building a better working world
 <br/>
 <br/>
 EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
 <br/>
 <br/>
 Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
 <br/>
 <br/>
 EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
 <br/>
 <br/>
 Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
</div>


Valuations & Business Modeling Analyst 2 - EY Parthenon - Muscat (Omani Talent)

<div><p>At EY, we&rsquo;re all in to shape your future with confidence.</p><p></p><p><br>
We&rsquo;ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.<br>
</p><p></p><p>Join EY and help to build a better working world.</p><p></p><p><b><br>
The opportunity</b></p><p></p><p><br>
Strategy &amp; Transactions (SaT) is recruiting for a Valuation Analyst to assist our clients in addressing their strategic planning, regulatory compliance, financial reporting and fair market value documentation needs. You&rsquo;ll have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning.</p><p></p><p><b><br>
Your key responsibilities</b></p><p></p><p><br>
As a Valuation Analyst, you'll make technical contributions to valuation client engagements and internal projects. You'll gain a thorough understanding of the target business and its market, and of clients' issues, performing research and analysis of the target's industry and of quoted companies operating in that sector. You'll deal with day-to-day queries raised by clients and will attend internal and external meetings relating to the assignment.</p><p></p><p><br>
You'll perform valuation calculations and analyses, as well as being involved in drafting presentations and reports, formulating views on value, presenting conclusions to the rest of the team and contributing to the presentations of our work and findings to the client.</p><p><b>
Skills and attributes for success</b></p><p>
Individuals who will strive to deliver valuations on time and within budget will do well in this environment. You will also be required to take ownership of your career by obtaining regular feedback on a timely basis and keeping alert to learning and development opportunities. You'll actively establish and develop external and internal relationships, helping to create a positive learning culture within the team.</p><p></p><p><b><br>
Qualifications &amp; Experience</b></p><br>
<p></p><ul><li>
A bachelor's degree in finance, economics, accounting or business and at least 1 year of related business valuation work experience</li><li>
Financial modelling skills including experience building models from scratch.</li><li>
Demonstrated record of solving complex problems and completing challenging projects</li></ul><p></p><p><b><br>
Ideally you&rsquo;ll also</b></p><p><br>
</p><ul><li>Have previous valuation experience in professional services/Big 4 Firm</li><li>
Have spent time working in a consulting environment</li><li>
Have financial modelling experience</li><li>
Made an achievement of or significant progress towards a CFA;</li></ul><p></p><p><b><br>
What we look for</b></p><p></p><p><br>
We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for valuations and have a very strong attention to detail. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our clients&rsquo; goals.</p><p></p><p><b><br>
What we offer you</b></p><p><b><br>
</b></p><p>At EY, we&rsquo;ll develop you with future-focused skills and equip you with world-class experiences. We&rsquo;ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.</p><p></p><p><br>
Are you ready to shape your future with confidence? Apply today.</p><p></p><p><br>
To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need.</p><p></p><p><b><br>
EY </b>| Building a better working world</p><p>
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.</p><p></p><p><br>
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.</p><p></p><p><br>
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.</p><p></p><p><br>
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.</p></div>

KPMG

<div><p>In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you are looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Valuation.</p><p>
KPMGs valuation professionals provide clients robust and informed guidance on valuation matters across multiple sectors, deal stages and business needs. We determine fair (market) value of equity shares, assets or complex financial instruments for mergers and acquisitions, financial reporting, tax and other regulatory standards. Our engagements include providing pre and post deal Purchase Price Allocations (PPA), Impairment Testing, employee or management incentive scheme valuations and recurring fund valuations. As a member of our diverse team, you will help high-profile clients understand, analyze, and respond to complex business opportunities and challenges. You have the opportunity to develop your career through a range of multifaceted engagements, formal training, as well as informal mentoring. At KPMG, we put our culture and values front and center. There is nothing more important than investing in our culture because It has an investment in our people, our future, in who we are, and what we stand for.</p>
<p>KPMG is currently seeking an Associate to join our Economic and Valuation Services practice.</p>
<h3 class="jobSectionHeader"><b>Responsibilities:</b></h3><ul><li>
Analyze competitive industry dynamics and financial condition of peer companies, evaluate business plans, adjust financial statements and build financial models including discounted cash flow analyses, capital asset pricing model, market multiples methods and replacement cost valuation approaches</li><li>
Participate in due diligence activities on pending mergers and acquisitions transactions, public-company purchase price allocations, goodwill impairment measurement, international restructurings and private-company fairness opinions</li><li>
Research, analyze and communicate the key qualitative factors and quantitative drivers of companies and industries</li><li>
Analyze data and prepare documentation of analyses for financial reporting, tax and other business purposes using various data analysis and visualization tools, including Microsoft Excel, Access, Power BI, Alteryx and similar tools</li><li>
Interview senior client management, identify and evaluate critical valuation related inputs from large quantity of diverse information and concisely document findings</li><li>
Prepare proposals, executive presentations, memos and/or narrative valuation reports detailing our methodologies, inputs and assumptions; prepare valuation transfer pricing reports for closely held or publicly traded companies</li><li>
Build capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power BI, and more</li></ul>
<h3 class="jobSectionHeader"><b>Qualifications:</b></h3><ul><li>
Must be pursuing and have obtained by the start date or have completed the following degrees/majors in the past 12 months: Bachelors and/or Masters in Accounting, Economics, Business, Finance, Mathematics, or equivalent program from an accredited college or university</li><li>
Preferred GPA of 3.0 or above</li><li>
Coursework or minor in Information Systems, Software Engineering, Computer Science or Data and Analytics is preferred</li><li>
Knowledge of finance, financial statement analysis, quantitative and competitive analysis; building complex financial models and efficient manipulation of cumbersome data</li><li>
Demonstrated quality service mindset; strong technical aptitude, critical thinking skills and ability to navigate Microsoft Office applications (Excel, PowerPoint, Word, Outlook, Access, Power BI), Alteryx, Tableau, artificial intelligence (AI) and similar data analysis and visualization tools</li><li>
Excellent communication, time management and leadership skills; flexible and adaptable team player; and resourceful in delivering high quality work</li><li>
Must reside within a reasonably commutable distance to the office for this position and be able to travel to reasonably commutable work locations using own means of transportation, such as a personal vehicle or public transportation</li><li>
Ability to travel and/or work on-site at client premises as needed, at times with relatively short notice</li><li>
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)</li></ul>
<div><div>KPMG LLP and its affiliates and subsidiaries (&ldquo;KPMG&rdquo;) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits &amp; How We Work.</div><div></div><div><br>
Follow this link to obtain salary ranges by city outside of CA:</div></div>
https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=UTAEVSN_6_24
<div><div>KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.</div><div></div><div><br>
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.</div><div></div><div><br>
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</div></div></div>

Associate, Economic Valuation Services - Valuation | Seattle Summer/Fall 2026

Coverys

<div><div>The Senior Claim Consultant provides complete claim loss services for policyholders. Investigates, evaluates, and disposes of MPL and General Liability claims with varying degrees of complexity and severity.</div><div></div><div>
Essential Duties &amp; Responsibilities</div><ul><li><div>
Interview insureds, claimants, witnesses, and other appropriate parties to obtain information used to assess liability exposure.</div></li><li><div>
Document file regarding results of investigation and negotiations.</div></li><li><div>
Prepare reports to file on established diary dates and other specific reports as needed to ensure timely file documentation and plan of action.</div></li><li><div>
Secure records for investigation and evaluation of cases.</div></li><li><div>
Determine and implement negotiation strategy and negotiates settlements within authority level.</div></li><li><div>
Adjust reserves within level of authority and make reserve recommendations to Manager/Director for amounts over position authority level.</div></li><li><div>
Evaluate cases for appropriate disposition and seek authority for settlement from manager/director when settlement amount requests exceed authority.</div></li><li><div>
Direct and monitor activities of defense counsel in compliance with Case Management Guidelines.</div></li><li><div>
Monitor trials and attend pre-trial proceedings, mediations, and arbitrations as necessary.</div></li><li><div>
Identify significant insured Risk Management or Underwriting issues and direct the information to appropriate department.</div></li><li><div>
Communicate with insureds, claimants, and witnesses; consult medical and other relevant records, varying methods of investigation according to type of claim.</div></li><li><div>
Analyze losses to determine if insurance coverage applies.</div></li><li><div>
Maintain working knowledge of policy forms and can confirm policy in effect for date of loss.</div></li><li><div>
Performs other duties as assigned.</div></li></ul><div></div><div>
Education, Experience, Competencies &amp; Values</div><ul><li><div>
Bachelor's degree from four-year college or university.</div></li><li><div>
R.N. or J.D. preferred with 5 years&rsquo; experience in clinical nursing and/or 5 years claims experience dealing with serious bodily injury.</div></li><li><div>
Insurance adjuster's license may be required for specific states.</div></li><li><div>
Knowledge of medical, legal and insurance terminology is required.</div></li><li><div>
Must hold a current driver's license.</div></li><li><div>
Strong written and oral communication skills. Must be comfortable making oral presentations to staff and insureds.</div></li><li><div>
Must have training in contract/policy review and application.</div></li><li><div>
Ability to read, analyze, and interpret insurance policy coverage forms, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and technical case summaries. Ability to effectively present information and respond to questions from groups of managers, insured's, agents and attorneys.</div></li><li><div>
Must be able to synthesize complex or diverse information; collect and research data; use intuition and experience to complement data; design workflows and procedures.</div></li><li><div>
Must have the ability to design and generate creative solutions.</div></li><li><div>
Experience with Microsoft Word, Excel, PowerPoint.</div></li><li><div>
Able to work with minimal supervision on a day-to-day basis.</div></li><li><div>
Occasional overnight travel may be required of this position (up to 25%).</div></li></ul><div></div><div><i>
The base salary range is $103,000</i><i> - $140,000. Individual compensation packages are based on a variety of factors that are unique to each candidate including geographic location, skill set, experience, qualifications and education.</i></div><div></div><div>
If you're a caring and customer focused individual who enjoys working with passionate team members, Coverys is the right company for you!</div></div>

Claim Consultant

Nexus Analytica

<p>Nexus Analytica is seeking a <strong>Financial Consultant</strong> to support the delivery of consulting assignments related to renewable energy finance, financial modelling, tariff analysis, techno-economic assessment, transaction support, and project-related commercial evaluation.</p><p>This role is best suited for a candidate who can connect financial modelling with project realities, including CAPEX, OPEX, energy yield, tariff design, risk allocation, and contractual structures. The selected candidate will work closely with multidisciplinary teams and clients to provide robust financial analysis and decision support across energy transition and infrastructure projects.</p><h3> </h3><h3>Key Responsibilities</h3><ul><li>Support the delivery of consulting projects related to energy finance, project valuation, and commercial advisory.</li><li>Develop and review financial models for renewable energy projects, including solar PV, wind, BESS, and hybrid systems.</li><li>Conduct tariff analysis, PPA pricing assessments, and scenario and sensitivity analysis.</li><li>Evaluate key project finance parameters such as CAPEX, OPEX, WACC, ROE, energy yield assumptions, and commercial risk allocation.</li><li>Support the review of commercial terms in PPAs, project agreements, and investment structures.</li><li>Contribute to techno-economic assessments and help translate technical assumptions into financial outcomes.</li><li>Prepare reports, presentations, financial notes, and client deliverables.</li><li>Support capacity-building activities, training sessions, and workshops for clients and stakeholders.</li><li>Coordinate with project managers, technical consultants, legal/regulatory experts, and client teams.</li><li>Contribute to proposals, technical offers, and business development activities related to energy finance and project advisory.</li></ul><h3>Required Qualifications</h3><ul><li>Bachelor’s degree in Economics, Finance, Engineering, Energy Economics, Business Administration, or a related field.</li><li>3 to 7 years of relevant experience in financial consulting, project finance, infrastructure advisory, energy economics, or renewable energy transactions.</li><li>Good understanding of financial modelling, valuation, and commercial analysis.</li><li>Familiarity with renewable energy projects, PPAs, tariff structures, or infrastructure investment models.</li><li>Strong analytical, Excel, report-writing, and presentation skills.</li><li>Strong written and spoken English.</li><li>Arabic is an advantage.</li></ul><h3>Preferred Qualifications</h3><ul><li>Master’s degree in a relevant field.</li><li>Experience with renewable energy project finance, tariff design, or PPA negotiations.</li><li>Familiarity with project finance concepts such as debt structuring, bankability, discounting, risk allocation, and investor returns.</li><li>Experience working with scenario analysis, sensitivity analysis, and benchmarking.</li><li>Familiarity with Excel, Python, or other analytical tools.</li><li>Experience working on projects in Egypt, MENA, or Africa is an advantage.</li></ul><h3>Skills</h3><ul><li>Financial modelling</li><li>Project valuation</li><li>Tariff analysis</li><li>PPA commercial assessment</li><li>Techno-economic analysis</li><li>Scenario and sensitivity analysis</li><li>Report writing and presentation</li><li>Stakeholder communication</li></ul><h3>What We Offer</h3><ul><li>Opportunity to work on high-impact energy transition and infrastructure projects</li><li>Exposure to multidisciplinary consulting assignments across technical, financial, and regulatory topics</li><li>A collaborative and intellectually stimulating work environment</li><li>Professional growth in a fast-evolving energy consulting firm</li></ul>

Financial Consultant

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p><b>
Note: Fidelity is not providing immigration sponsorship for this position.</b></p><p><b>
The Role</b></p><p>
The Pension Benefit Consultant is the lead Defined Benefit specialist responsible for understanding and documenting our client&rsquo;s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.</p><p>
Responsibilities include:</p><ul><li><p>
Demonstrating your DB expertise to help others at Fidelity do their jobs across the large project team</p></li><li><p>
Owning the discovery and learning of the mechanics of how the client&rsquo;s DB Plans operate directly with clients and their representatives</p></li><li><p>
Reading client plan documents, sample calculations, SPDs, valuation file specifications</p></li><li><p>
Leading client review meetings and conference calls and issue resolution</p></li><li><p>
Showing the client you have gained full knowledge of their DB Plans and building their confidence in Fidelity</p></li><li><p>
Crafting a comprehensive test plan to ensure DB participant calculations are accurate</p></li><li><p>
Working with developers to debug and certify the DB participant benefit calculations in their entirety</p></li><li><p>
Working with data analysts to validate the client participant data is correct and complete, and to identify any gaps</p></li><li><p>
Training the ongoing operations team in all DB calculation aspects, so they can carry the client going forwards</p></li></ul><p><b>
The Expertise and Skills You Bring</b></p><ul><li><p>
Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years, having worked with a wide variety of DB Plans and features</p></li><li><p>
Work within a project matrix, able to handle time effectively</p></li><li><p>
Working understanding of pension laws and regulations</p></li><li><p>
Actuarial designations (EA, ASA) a plus but not required</p></li></ul><ul><li><p>
Ability to document the benefits of a DB plan in extensive, complete detail</p></li><li><p>
Experience actively gathering information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans</p></li><li><p>
Ability to create and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations</p></li><li><p>
Experience consulting with clients about DB Plan issues, design features, inputs and outcomes</p></li><li><p>
Experience problem solving, and finding solutions all parties can move forwards with</p></li><li><p>
Project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget</p></li><li><p>
Experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets</p></li><li><p>
Ability to work effectively on your own, and at the same time as part of a large internal and external team, often from a remote work situation</p></li><li><p>
Ability to detect and surface problems and obstacles and lead the team to resolution</p></li></ul><p><b>
The Team</b></p><p>
The Pension Benefit Consultant&rsquo;s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.</p><p>
The Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The PBC is the go-to resource among the project team for all DB-specific matters. The PBC builds confidence with clients that Fidelity will operate their DB Plans accurately.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Business Analysis<p>
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.</p><p>
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p></div>

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