Business Development Associate – Bucks County, PA

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions. Excellent opportunity to work on top deals, gain and develop key industry contacts.

This candidate should have concentrated Business Development experience.  Must have experience with Financial Statements and some entrepreneurial or start up experience is a plus.

Candidates can come from financial software or a broker dealer. Possible backgrounds would include Financial Advisors or Loan Officers looking to leverage into the Private Equity / Hedge Fund arena.  They will train on their product line. This position will support a certain market initiative into BDCs and PE.

MBA preferred.

This is a fantastic place to work, and the management team is very professional and great to work with.   Really nice, supportive environment.

 

** Position will cover Philadelphia to DC

 

Responsibilities:

WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.

Responsible for managing client relationships and business development within the financial, corporate and asset management communities

Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;

Continually monitoring certain economic, industry, capital market and company trends and developments;

Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.

Selling financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;

Selling financial opinions with respect to valuation, fairness and solvency;

Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • 1-3 years of Business Development experience selling to businesses and institutions.
  • Experience in one of the following industries required: Valuation, Hedge Fund, Private Equity, Insurance and/or Financial Firm.
  • Excellent Prospecting skills
  • Long hours and insight and desire to keep up with the M&A service advisors; up to 20% travel

Location: Bucks County, PA

Salary:  Competitive Base Salary + Quarterly Profit-Share & Bonus

Contact a Recruiter at Careers On The Move

Transaction Advisory – CPA, Manager (NYC / Central NJ)

Our client is one of the largest leading full-service accounting and advisory firms in the United States. They provide audit, accounting and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting and other professional advisory services to a broad range of clients across many industries. Working with high net worth individuals, family offices, closely-held businesses, start-ups, middle market and Fortune 500 companies.

Responsibilities:

  • Analyze trends in operating results and working capital.
  • Develop agendas and lead meetings with target management.
  • Prepare tailored written reports and supporting Excel schedules.
  • Coordinate with other service lines involved in the engagement.
  • Oversee project completion within budget.
  • Supervise associates and senior associates.
  • Maintain periodic communications with the engagement director/partner and client regarding project status and potential deal issues as they arise.
  • Plan and oversee the due diligence process to delivery of quality services and products
  • Analyze financial forecasts, historical earnings, assets and liabilities of target client
  • Perform industry and company research on target client’s business, securities, intellectual properties, real estate and other assets
  • Identify risks and issues related to integration planning, timelines and functional areas
  • Identify and propose appropriate resolutions to critical issues related to the due diligence process
  • Research and develop proposal documents and participate in presentations for acquiring new clients
  • Participate in business development efforts
  • Schedule and supervise the tasks and project assignments of Senior Associates and Staff

 

Requirements:

  • Bachelor’s degree and CPA credentials
  • 5+ years of accounting/audit experience, due diligence experience preferred
  • Excellent knowledge of GAAP, SEC and IFRS
  • Strong Microsoft Office skills, particularly Powerpoint and excel
  • Strong written and verbal communication skills

** Role includes 20-30% travel

Locations: NYC & Central NJ
Salary: $100,000 – 120,000 Plus Bonus

Contact a Recruiter at Careers On The Move 

Valuation Manager / Sr. Associate – Central NJ / NYC / Philadelphia

Our client, a top rated valuation firm is seeking a Senior Associate to join their business valuation practice with experience in a variety business valuation experiences include gift/estate, litigation, and corporate reporting.

Responsibilities:
  • Prepare business valuations including information gathering, due diligence, financial modeling, and preparation of sections of an appraisal report
  • Communicate and review valuation results with team members
  • Maintain and develop positive, productive, and professional relationships with colleagues and clients

Requirements:

  • Bachelors Degree in Finance or other similar – CFA, CVA, CBA, and/or ABV a plus
    3-8+ years’ experience in business valuation with litigation valuation experience highly desired
  • Demonstrated ability to work independently to organize data, analyze financial information, and make appropriate recommendations to other team members.
  • Oversight of junior associates to ensure their career progression through on-the-job training
  • Proficient in financial modeling including experience building models from scratch in MS Excel • Preparation of financial statement analysis, public company and industry research
  • Knowledge of CapIQ, Bloomberg and other valuation software
  • Ability to manage multiple projects and priorities under strict deadlines
  • Experience presenting findings to other team members and defending analysis with facts and confidence
  • Strong attention to detail and accuracy focused output

 

Location: Central NJ/ NYC / Philadelphia, PA

Salary: Competitive Base + Bonus

 

Contact a Recruiter at Careers On The Move 

 

 

 

Valuation Analyst – Porfolio Securities (Bucks County, PA)

Our client is a top rated independent valuation practice seeking an analyst to join their team . This role will primarily perform valuations of various investment securities for hedge funds and other investment companies. Such securities consist of illiquid investments such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products and other unique securities.

Responsibilities:

Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.

Gather and document pertinent data obtained through client interaction.

Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations.

Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.

Assist in preparing formal client reports.

 

Requirements:

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance. Any coursework in valuation or securities analysis a plus.

Recent Grad – 3 years experience dependent on relevant work experience and education. (3.4 GPA or higher required)

Advanced, working knowledge of Excel and Word.

Strong oral and written communication skills and superior analytical capabilities are essential.

Self starter and ability to master new tasks quickly.

Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

Strong work ethic and ability to work flexible hours around critical due dates.

Applicants must have unrestricted authorization to work for any employer in the U.S.

 

Location: Bucks County, PA

Salary: Competitive Base * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Capital Markets Research Analyst (Bucks County, PA)

Our client, an award winning valuation firm, is seeking a Capital Markets Research Analyst for enhancing their marketing content. The key responsibility of this role is to research transaction and debt market yield data from various sources and compile a proprietary database for internal and external use. The Capital Markets Research Analyst will also assist in building and executing on internal and external value-add initiatives, including market updates, articles, and informative events. In addition, this person would assist sales and marketing staff in client meetings, industry events, and on an as needed basis. Overall, this will be an hands-on, multi-faceted role with exposure to senior management and significant opportunity for the right individual.  This career path would include becoming a Subject Matter Expert in their field, and marketing their products accordingly.

 

Responsibilities:

  • Management of data sources (internally and externally developed), including the maintenance of existing resources and development of new sources.
  • Research and analysis of Capital Market trends
  • Lead role in developing reports, newsletters, and presentations for internal and external use based on the above research
  • Assist in marketing initiatives, including periodic market and industry intelligence
  • Collaborating with team members to understand client and market needs and create products with tangible business impact

 

Requirements:

  • Bachelor’s Degree in Finance is related. MBA and/or CFA a plus.
  • 2-3 years relevant experience
  • Excellent written and verbal communication skills
  • Experience with advanced techniques in Microsoft Excel, Access, Project & PowerPoint
  • Database operation and management experience is a plus
  • Programming capabilities is a plus

 

US Citizenship Required

 

Location: Bucks County, PA

Compensation: Competitive Base Salary plus Quarterly Profit-Share & Wall Street Bonus

 

Contact a Recruiter at Careers on The Move 

 

 

Valuation Analyst – Real Estate Securities (NYC / Bucks County, PA)

Our Client is a leading valuation firm that services many of the largest corporations across the globe, including Fortune 500’s. The practice is seeking an entry – mid-level real estate securities valuation professional. Position will be responsible for assisting in growing real estate valuations group, you will need to fundamental real estate valuation concepts with complex real estate securities analysis.

Responsibilities:

  • Conduct research on clients, competitors, industry, and capital markets, including but not limited to valuation multiples, property price indices, comparable ratios, credit spreads, and demographic trends.
  • Preparation of market research reports
  • Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations.
  • Perform valuation analyses on companies and their securities across the real estate sector.

Requirements:

  • Recent Grad – 5 years relevant real estate work experience, particularly with exposure to the investing in or valuation of debt and equity securities.
  • Bachelor’s degree in Finance or related. MBA preferred but nor required.
  • CAIA / CFA designation a plus.
  • Advanced, working knowledge of Excel, Word, and PowerPoint.
  • Prior experience with Bloomberg, Intex, CoStar, Argus, Compass Analytics and/or REIC is a plus.
  • Strong oral and written communication skills and superior analytical capabilities are essential.
  • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements.
  • Strong work ethic and ability to work flexible hours around critical due dates.

 

Green card and/or US Citizenship is required

 

Location: NYC & Buck’s County, PA

Salary: Competitive Base+ Bonus

 

Contact a Recruiter at Careers On The Move 

 

Senior Business Development Associate (Bucks County, PA)

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory  that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions. They are seeking Business Development professionals for two locations. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts. This firm has a phenomenal work environment that is very supportive.

These candidates should have concentrated Business Development experience.  Must have experience with Financial Statement, Private Equity, and some entrepreneurial or start up experience is a plus.

Candidates can come from financial software or a broker dealer. Possible backgrounds would include Financial Advisors or Loan Officers looking to leverage into the Private Equity / Hedge Fund arena.  Client will train on their product line. This position will support a certain market initiative into BDCs and PE.

MBA preferred.

 

** Role will include 25-35% travel

 

Relocation assistance possible for exceptional candidate.

 

Responsibilities:

  • WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.
  • Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;
  • Responsible for managing client relationships and business development within the financial, corporate and asset management communities
  • Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;
  • Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.
  • Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;
  • Selling financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;
  • Selling financial opinions with respect to valuation, fairness and solvency;
  • Continually monitoring certain economic, industry, capital market and company trends and developments;

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • 5 to 10 years of successful Business Development experience.
  • Experience in Valuation field required
  • Excellent Prospecting skills
  • Long hours and insight and desire to keep up with the M&A service advisors

 

Location: Bucks County, PA

Salary: $115K Base  plus  Bonus / Commission plan

Contact a Recruiter at Careers On The Move 

Financial Analyst Sr. Associate / Manager – Financial Reporting Valuation (Atlanta, GA)

Excellent opportunity to work on top deals and gain key industry contacts. This is a flat organization with great visibility.  Management is very responsive to their employees, and  has created an ideal  platform for upward mobility.  Superior working environment.

Our client is a top rated independent financial advisory  & valuation practice.

The Financial Analyst will primarily perform valuations of privately-held companies, purchase price allocation work,  goodwill impairment, and tax for financial reporting purposes as well as illiquid securities and supporting business development activities

Responsibilities:

  • Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
  • Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.
  • Participate in due diligence activities on pending M&A transactions, public-company purchase price allocations, goodwill impairment measurement, international restructurings and private-company fairness opinions
  • Assist in report preparation, proposals and executive presentations
  • Prepare and analyze financial and economic data for tax and regulatory compliance
  • Review and analyze U.S. Generally Accepted Accounting Principles (GAAP) financial statements
  • Research comparable publicly-traded companies
  • Gather and document pertinent data obtained through client interaction. .
  • Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.
  • Assist in preparing formal client reports.

Requirements:

3-5 years’ work experience at a valuation firm or public accounting firm.

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance from top college. Any coursework in valuation or securities analysis a plus.

Must have CFA or be in the process of obtaining it.

Advanced, working knowledge of Excel and Word.

Strong oral and written communication skills and superior analytical capabilities are essential.

Self starter and ability to master new tasks quickly.

Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

Strong work ethic and ability to work flexible hours around critical due dates.

Applicants must have unrestricted authorization to work for any employer in the U.S.

 

Location: Atlanta, GA

Salary: Highly Competitive Base Salary Plus Quarterly Profit-Share & Year End Bonus

 

 

Contact a Recruiter at Careers on The Move

 

Transaction Advisory – CPA, Director (NYC / San Francisco, CA)

Our client is one of the largest leading full-service accounting and advisory firms in the United States. They provide audit, accounting and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting and other professional advisory services to a broad range of clients across many industries. Working with high net worth individuals, family offices, closely-held businesses, start-ups, middle market and Fortune 500 companies.

Responsibilities:

  • Analyze target company financial and operating results to identify non-recurring, unusual or out-of-period transactions that affect reported earnings.
  • Write and review reports to clients.
  • Develop and maintain relationships with clients.
  • Lead multiple chargeable projects and effectively communicate with clients and other service lines.
  • Ability to identify transaction risks and key deal issues.
  • Effectively supervises and acts as a role model for seniors and managers.
  • Develop agendas and lead meetings with target management.
  • Maintain periodic communications with the engagement MD/partner and client regarding project status and potential deal issues as they arise.
  • Participate in marketing and business development programs, including attending industry conferences.

 

Requirements:

  • Bachelor’s degree and CPA credentials
  • 7-10 years of accounting/audit experience, due diligence experience preferred
  • Excellent knowledge of GAAP, SEC and IFRS
  • Experience in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising staff, and coordinating with other internal and external service providers.
  • Strong Microsoft Office skills, particularly Powerpoint and excel
  • Strong written and verbal communication skills

** Role includes 20-30% travel

Locations: NYC & San Francisco, CA
Salary: Highly competitive with Bonus package

Valuation Analyst – Financial Reporting (San Francisco, CA)

Our client is a top rated independent valuation practice.

This candidate should have concentrated financial reporting valuation experience and strong experience with fairness/solvency opinions.  This would include Equity valuations, Purchase price allocations, Goodwill impairments, Solvency opinions, and Equity Allocations (Option Pricing Models).

The Valuation Analyst will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to upper management of the firm’s transaction and advisory practice, and will conduct sell-side and buy-side M&A activities and solvency opinion services.  In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies.

This is a flat organization with great visibility.  Management is very responsive to their employees, and  has created an ideal  platform for upward mobility.  Superior working environment.

Requirements:

Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.

Up to 5 years  experience, preferably at a valuation or accounting firm, OR a minimum 1 – 2 years working experience within an investment banking, asset management or economic/financial consulting firm.

Must have background/exposure with financial reporting, accounting and valuation issues, as well as  financial modeling.

Direct current experience in ASC 350/805  (Goodwill Impairment) a must.

Background in generating financial valuation modeling utilizing standard methodology practices, as well as common stock option valuations experience under 409A.

Strong writing and presentation skills; experience preparing and reviewing valuation reports.

Strong technical skills including MS Excel, Word and PowerPoint skills

Strong proficiency with on-line databases (Capital IQ) and Internet research of company specific, industry and economic analysis

 

Location:  San Francisco, CA

Base salary: Up to $100K  based upon experience + Quarterly Bonus and Year-End Bonus

 

Contact a Recruiter at Careers on The Move