Job Description

Job Description

Job Description

US FIDUCIARY SERVICES, INC.
JOB DESCRIPTION

JOB TITLE: Vice President, Business Valuation Professional
LAST UPDATE: 6/4/2025

LOCATION: Fully Remote REPORTS TO: SVP, General Counsel
DIVISION: GreatBanc Trust Company EXEMPT: Yes
DEPARTMENT: Qualified Retirement Plan Group

PAY RANGE: Starting $150,000 plus bonus

GENERAL PURPOSE
The Vice President, Business Valuation Professional is responsible for participating as a member of the Fiduciary Committee, reviewing valuation reports and related client financial data, participating in ESOP transactions, and evaluating and understanding client financial performance for the purpose of fulfilling GreatBanc' s fiduciary role.

ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Serve as a Member of the Fiduciary Committee.
2. Annual Valuation Updates and Administrative Actions
• Review valuation reports and participate in Fiduciary Committee meetings for annual updates and administrative actions.
• Review the valuation checklist prepared by the Client Service Officer.
3. Transactions
• Serve as a member of the Transaction Team as requested by the Client Service Officer or General Counsel, including participation in due diligence, and negotiations.
• Review transaction financial diligence, valuation reports, fairness opinions, and related analyses, and participate in Fiduciary Committee meetings for Transactions.
• Review Protocol documents, in conjunction with General Counsel and Compliance Team, to ensure Process Agreement compliance.
• Prepare a valuation checklist.
4. Assist with Approval Process for Valuation Advisors
• Review data submitted by Valuation Advisors in support of applications for pre-approval to the transaction list and participate in Compliance Team approval process.
5. Train Staff on Valuation Methods and Standards
• Periodically meet with staff to ensure that they are adequately knowledgeable on valuation skills.
• Develop training for ongoing skill development as requested.
6. Client Service
• Meet with clients as necessary in due diligence, board meetings, or as requested by Client Service Officers to address valuation-related issues.
• Participate in new client pitches as requested by Business Development Team.
• Participate in industry conferences and seminars.

EDUCATION/EXPERIENCE
o Bachelor's degree in Finance or Accounting
o 10 years or more experience in business valuation

SKILLS/ABILITIES
o Proficient at Microsoft Excel, PowerPoint, Word
o Ability to work well within a team environment
o Ability to effectively communicate both orally and in writing
o Ability to manage multiple projects at one time
o Excellent time management skills

BENEFITS
o Benefits:
o 401(k)
o 401(k) matching
o Dental insurance
o Flexible spending account
o Health insurance
o Health savings account
o Life insurance
o Paid time off
o Referral program
o Retirement plan
o Vision insurance
o Employee Stock Ownership Plan

Compensation details: 150000-200000

PIb983e1876b48-25405-37808346

Job Tags

Remote job, Flexible hours,

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