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financial reporting asc 718 qsbs 409a valuations portfolio insights📋 Description
- Validate and segment 409A valuation requests.
- Deliver 409A valuations for earliest-stage customers.
- Support customer-facing requests for 409A valuations.
- Assist with low-complexity, high-volume financial inquiries.
- Prepare QSBS attestation letters.
- Assist Equity Advisors with equity tax projections.
- Collect metrics, KPIs, cap tables and AOIs for portfolios.
- Participate in discussions driving operational improvements.
- Provide feedback to engineering and product via testing.
🎯 Requirements
- Bachelor’s degree in Accounting, Finance, Economics or related field
- Comfortable learning quickly and taking on new challenges
- Able to address finance and accounting questions clearly
- Knowledge of financial statements and concepts
- Experienced with multi-tasking and balancing many projects
- Highly organized with strong attention to detail
- Helpful and professional with excellent verbal and written skills
- Diplomatic under pressure with curiosity to solve problems
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