Understand end-to-end valuation engagement workflows and required deliverables Design and configure practical, out-of-the-box solutions to support engagements Support Power BI reporting and visualization for engagement outputs Work with structured datasets using SQL and database concepts Assist with ETL processes to prepare and move data across systems Partner with modeling and data engineering teams to define enhancements Troubleshoot issues across tools including Excel, SharePoint, and BI environments Continuously improve deployment approaches and best practices Support light automation using Power Automate or similar tools
Bachelor’s degree in Finance, Economics, Accounting, Information Systems, or related field 2–5 years of relevant experience in valuation, consulting, or solutions deployment Working knowledge of valuation processes and engagement workflows Strong Excel skills with experience supporting financial models Familiarity with structured data, databases, and SQL Ability to understand and translate between business and technical requirements Strong problem-solving and communication skills Experience in fast-paced, project-driven environments
Experience supporting valuation or transaction advisory engagements Exposure to ETL processes or data pipeline concepts Familiarity with Power Platform (Power Automate, Power Apps) Experience working with modeling or data engineering teams Understanding of scalable solution design and standardization Experience with SharePoint and Microsoft 365 tools Exposure to Power BI or similar reporting tools
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