Full-Time

Valuation Reporting & Integrations Analyst

Workiva

Confirmed live in the last 24 hours

Lincoln International

Lincoln International

1,001-5,000 employees

Mid-market investment banking and advisory services

Venture Capital
Financial Services

Junior, Mid

No H1B Sponsorship

Chicago, IL, USA

Hybrid work structure; in-office Monday through Thursday, remote option on Fridays.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in Accounting Information Systems, Engineering, Computer Science, Information Technology, Management Information Systems or equivalent
  • 2+ years Workiva Chains and WData experience required
  • 2+ years Workiva WDesk experience required
  • 2-3+ years of overall relevant technical experience (or related consulting or financial experience)
  • Advanced Microsoft Excel / financial modeling skills and strong Excel analytical capability
  • Experience working with internal and external stakeholders to understand functional reporting requirements, translating these into technical requirements, and completing iterative reporting build based on these requirements
  • Experience in change management, drafting internal and external communications, training materials, and presentations
  • Ability to periodically work extended hours (in the office or remotely) as required to support the business in meeting deadlines
Responsibilities
  • Lead maintenance of existing and implementation of new data integration and migration solutions via Workiva Chains and WData
  • Lead the continued development and maintenance of existing automated reporting templates and data connections in Workiva, and help to solution, test, and optimize new automated reporting templates
  • Lead requirements gathering and manage the roadmap for new capabilities for automated reporting templates in Workiva
  • Develop and own the support knowledgebase for the Workiva platforms to enable effective change management
  • Become a technical subject matter expert in Workiva; provide technical support for global Workiva users and manage product support; maintain the global security model and audit support
  • Develop a working knowledge of the Anaplan valuation model that feeds that data into Workiva reporting templates
  • Work with internal teams across departments, external teams, and clients to achieve program goals
Lincoln International

Lincoln International

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Lincoln International operates as a mid-market investment bank that provides a range of financial services including mergers and acquisitions advisory, debt advisory, restructuring, valuations, corporate finance, and pensions advisory. The company has thirteen offices located in key global economies, allowing it to facilitate cross-border transactions effectively, with half of its M&A deals being international. Lincoln International stands out from its competitors by being fully independent, meaning it is owned and operated by its partners, which helps to avoid conflicts of interest and fosters long-term relationships built on trust. The firm maintains a global culture and brand while ensuring that its senior bankers are hands-on with each client, focusing solely on mid-market transactions. The goal of Lincoln International is to leverage its global resources while providing personalized attention to deliver reliable results for its clients.

Company Stage

N/A

Total Funding

$80.7M

Headquarters

Chicago, Illinois

Founded

1996

Simplify Jobs

Simplify's Take

What believers are saying

  • Expansion of the Private Funds Advisory Group into Europe demonstrates Lincoln International's commitment to growing its global footprint and service offerings.
  • The consistent growth of the Lincoln Private Market Index (LPMI) highlights the firm's ability to deliver stable and reliable financial performance, even in volatile markets.
  • The addition of multiple Managing Directors across various regions and sectors indicates a strong focus on leadership and expertise, which can drive further growth and client trust.

What critics are saying

  • The mid-market focus may limit Lincoln International's ability to compete for larger, more lucrative deals that are typically handled by bigger investment banks.
  • The firm's heavy reliance on cross-border M&A deals could expose it to geopolitical risks and regulatory changes that may impact deal flow.

What makes Lincoln International unique

  • Lincoln International's unique positioning as the only truly international, integrated, independent mid-market investment bank sets it apart from competitors who may lack one or more of these attributes.
  • Their global culture and shared economics model ensure seamless collaboration across borders, unlike firms that operate in regional silos.
  • The Lincoln Private Market Index (LPMI) offers a unique metric for tracking the enterprise value of U.S. privately held companies, providing insights that are not available from other indices.

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