Valuation Coordinator

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.