Having completed nearly 3 years in valuations at a Big 4, I’m exploring my options and am not quite sure how to progress. I’m interested in a broader role which encapsulates analysis, decision making and the possibility of financial incentives. I’ve worked in financial services and have good experience in valuing banks and PE investments. I have sent off my CV for a few jobs speculatively in VC / investment roles, but haven’t had much response. I want to know whether my CV’s the problem or whether my experience is too limited for this kind of opportunity.

Profile

Diligent, analytical professional with 3 years experience in valuations for a global consultancy firm. Excellent skills in technical analysis and financial modelling, project management, building client relationships. Seeking career development in a venture capital / investment firm.

Key Skills

Technical financial analysis; excel modelling; people and project management; budget control; commercial consideration; strong communication.

Career

*Big 4 accountancy firm, valuations, UK

Senior Associate

(September 2007 – Present)

Working in the fast growing Financial Services team, the role requires technical expertise, commercial consideration, project management and communication.

Banking

· Currently project managing the independent valuation of UK bank; involving:

o Disciplined project co-ordination, client management and budgeting;

o Managing valuation of loan portfolio and other material assets; and

o Analysing value under different scenarios (e.g. administration, going concern, nationalisation).

· Multiples-based valuation for a major investment bank;

· Black-Scholes option valuation for employee-share schemes;

· Commercial loan portfolio valuation for major UK retail bank;

· DCF based valuation of mortgage portfolio for UK building society analysing interest rate- and credit-risk independently; and

· Banking analysis for Government considering capital and other regulatory requirements.

Asset management

· Monthly valuations of complex illiquid instruments for a European Hedge Fund;

· Semi-annual valuations of emerging markets, distressed equity and debt instruments for UK-based institutional investor;

· Semi annual valuations of emerging markets equity investments for Ukrainian Private Equity fund, managing 60m AUM; and

· Valuation of investments for Private Equity houses for accounting purposes.

*Online Campaign Manager (October 2006 – August 2007)

Working in the Online Marketing department for listed web hosting company.

· Responsible for new product launches, promotional activity and brand communication;

· Managing relationships with search engines (Google / Yahoo) affiliate networks and creative teams; and

· Analysis of online metrics and consumer behaviour to increase sales.

Achievements include:

· Increased sales of web domains by 20%, whilst controlling costs to budget; and

· Devised a new automated financial tracking system that measured sales to costs and increased efficient use of budget.

*Ski company

Revenue Representative (October 2005 – February 2006)

Working in the Finance department of mountain resort as part of ski-season in Switzerland..

· Responsible for auditing food and beverage locations in the resort;

· Required a high level of communication with frontline staff, providing ongoing constructive feedback; and

· Analysed results and understanding daily variances.

Achievement includes:

· Redeveloped reporting procedures and created new methods of auditing to improve department efficiency.

*Communications Consultancy

Client Services Executive (June 2003 – October 2005)

Working for a small, dynamic web design agency, tasks ranged from project management; website design and development; market research and strategically pitching for new business.

*Freelance Web Designer

(June 2003 – September 2007)