About Markee Valuations
Markee Valuations is a boutique business valuation and consulting firm with a 20-year track record serving attorneys, business owners, fiduciaries, and advisors. Our work includes estate and gift tax valuations, divorce and shareholder disputes, SBA and transaction-related valuations, and complex real estate and operating company analyses.
We are a small, high-performing firm. This role is designed for someone who wants real responsibility, analytical work, and growth. It is not a task-only support position.
Job Summary
We are seeking a Valuation Analyst / Operations Analyst to support valuation and advisory engagements from start to finish. This is a judgment-forward role that requires the ability to organize incomplete information, identify what matters, and move work forward with minimal supervision.
This position is not administrative. It requires analytical thinking, prioritization, and clear professional communication.
Key Responsibilities
- Review, organize, and analyze financial statements, tax returns, operating agreements, appraisals, and client-provided documents
- Identify missing information, inconsistencies, and follow-up needs before being asked
- Prepare clear internal summaries that reduce review and rework
- Assist with valuation models, financial schedules, and analytical exhibits using Excel
- Draft and update engagement letters and client-facing documents using firm templates and judgment
- Track and manage multiple projects simultaneously using structured systems
- Use AI tools to improve efficiency while applying independent human judgment and accountability
Required Qualifications
- Strong analytical and critical thinking skills
- Ability to work independently and take initiative
- Clear, concise professional writing skills
- Proficiency with Excel and comfort working with financial data
- Ability to manage ambiguity and make reasonable judgment calls
- Bachelor’s degree in finance, accounting, economics, business, or a related field (required)
Preferred Qualifications
- Experience in valuation, accounting, finance, consulting, legal, or other professional services
- Experience reviewing financial statements or building financial models
- Experience improving or streamlining workflows
- Interest in long-term growth within a professional services firm
What This Role Is Not
- Not a traditional executive assistant role
- Not a task-only or “tell me exactly what to do” job
- Not a remote position
- Not a graphic design or marketing role
If you prefer highly prescriptive instructions for every task, this role will not be a good fit.
What Success Looks Like
- You anticipate what information is needed next
- Your work requires minimal re-ordering or re-thinking
- You reduce the principal’s cognitive load
- You are trusted with increasing responsibility and judgment
Benefits
- Health insurance
- 401(k) with employer match
- Paid time off and paid holidays
How to Apply
Please submit:
- Your resume
- A brief note explaining why this role fits how you think and work
Selected candidates may be asked to review a short, unstructured sample and explain what they would do next.
Pay: $28.00 - $40.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person
