· Requires advanced working knowledge of complex Excel tasks like VBA (Visual Basic for Applications) programming, data simulation, analytics, and advanced formula usage (such as Macros, Power Query, Pivot Tables, Power Pivot, Dynamic Name Range, etc.).
· Improve client deliverables through data visualization. Includes presenting sets of primarily quantitative raw data in a schematic form. The visuals used are formats tables, charts and graphs, diagrams, plots, geospatial maps, figures, and correlation matrices, which sometimes will be combined in a dashboard.
· Interpreting client requests and communicating/delegating requests to team
· Managing projects/engagements to ensure delivery on time and on budget
· Review all work by junior staff before sending to clients or 3rd parties, coaching and mentoring junior staff
· Review third party appraisal reports as part of the valuation management process, discuss and resolve any concerns with the client and/or the 3rd party appraiser
· Review appraisal reports for compliance with USPAP and State regulations
· Manage client communications throughout the valuation management engagement; create or review portfolio metric presentations
· Develops relationships with equivalent level individuals in client firms
· Delivers the highest quality of service and technical excellence