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 

 

 

 

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 

 

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 

 

Private Equity Accountant, Senior Associate, Associate Manager and Manager (NY / NJ)

Our Client is looking for highly motivated Private Equity Accountants with outstanding skills in the fund administration arena for their Union County, NJ and New York offices.

Responsibilities Include:

  • Maintain all financial data in the investment database
  • Post all journal entries and prepare monthly trial balance reports
  • Reconcile all cash received from investors and investments
  • Reconcile bank accounts
  • Calculate capital calls and distributions
  • Allocate income to partners in accordance with terms of partnership agreements
  • Prepare and issue quarterly financial statements, in accordance with US GAAP for each entity
  • Maintain and update investment data (number of shares, location of securities, country of origin)
  • Interact with clients and provide information as needed

Skills and Knowledge Required:

  • Bachelor’s degree in Accounting, Finance or Economics
  • CPA and/or MBA are strong pluses
  • 2+ years related experience in fund accounting preferably within the Private Equity field
  • Strong knowledge of Bloomberg, financial reporting and financial products (ie: equities, futures, fixed income)
  • Proven ability to work as part of a team
  • Excellent client relationship management skills
  • Prior experience training, delegating tasks, and reviewing work is a plus
  • Ability to work in a fast paced environment
  • Strong organizational skills
  • Must be able to interact with

Location: New York / Union County, NJ

Salary: Up to $75K plus bonus

 

Contact a Recruiter at Careers on The Move 

 

 

Vice President – Portfolio Valuation (NYC)

Our client is a top rated independent valuation practice seeking an experienced portfolio valuation associate to join their NYC office at the VP level. The Vice President will be in charge of conducting valuations of various securities for investment companies (hedge funds, BDCs, etc.). These assignments will consist of but not be limited to illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products.

Excellent opportunity to work on top deals and gain key industry contacts gaining exposure to a wide range of valuation assignments involving both private and public 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.

Responsibilities:

  • Managing  and working with analysts and associates to conduct relevant research to support valuations, including analyses of subject company valuation drivers, research on private equity and private credit cost of capital, research and analysis of relevant industries and end markets, and comparable analyses.
  • Valuation of illiquid securities for hedge funds, private equity funds and business development companies.
  • Gather and document pertinent data obtained through client interaction.
  • Create and utilize financial models for discounted cash flow, guideline market multiple, market transaction and option valuations.
  • Manage and assist analysts and associates with valuation analyses and judgments to conclude fair value of relevant businesses and securities.
  • Prepare and review reports, and  relayresults to clients.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  •  7-15 years’ experience in financial services
  • Extensive experience with debt instruments and credit analysis
  • Proven technical, analytical and problem solving skills
  • Demonstrated oral and written communication skills; experience working in a team setting and having interactions with clients.
  • Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

 

 

Green card and/or US Citizenship is required

 

 

Location: NYC

Salary: Highly Competitive Base + Quarterly & Year-end Bonuses

Contact a Recruiter at Careers On The Move 

 

Reporting Analyst – Private Equity Accounting (NYC)

Our client, a multi-billion dollar New York-based investment adviser, is seeking a Private Equity Accountant to their team.

The Reporting Analyst will form part of the Finance & Reporting team. They will be joining a high caliber, exceptionally talented team and will be provided with significant opportunities for learning, growth and mentorship.

Responsibilities:

  • Analyze portfolio investment financial statements to identify and update the required financial information
  • Maintain the integrity of the financial information gathered above
  • Perform portfolio bottom up analysis
  • Record static and transactional data relating to alternative investment activities
  • Prepare Monthly, Quarterly & Annual investor and management reports
  • Compile cash flow forecasts
  • Prepare investment summaries and updates to senior management
  • Respond to ad hoc investor requests
  • Support Fund Accounting, Compliance or Investment team on an as-needed basis
  • Liaising with various internal groups and external managers to obtain investment information

 

Requirements:

  • Bachelor’s degree in Accounting/Finance/Economics
  • 2-5 years of public accounting or in-house fund accounting experience in the asset management arena
  • Strong Excel and PowerPoint skills
  • Strong affinity for data and attention to detail
  • Excellent interpersonal and communication skills, both written and verbal
  • Confident self-starter capable of effective time management and driving projects to completion
  • Proven ability to work as part of a team and meet strict deliverable deadlines
  • Prior report building experience a plus

 

Location: NYC

Salary: $90K – 100K plus bonus

AVP / Sr. Associate – Trust, Estates, and Gift Tax Valuation (NYC / Central NJ)

Interested in joining an established, expanding firm with excellent leadership?

Our client is a leading financial advisory firm hiring a Specialist  in Trust, Estates and Gift Tax to their team. You would perform business appraisals and valuations primarily for estate tax planning purposes to closely held businesses, trusts, estates, and family businesses. This position would report into a Partner in the firm.

Requirements:

  • Bachelor’s Degree in Finance, Business Administration, Accounting or another related field is required. Master’s Degree and/or CFA Designation (or CFA candidate) preferred. American Society of Appraisers – Accredited Senior Appraiser (ASA) in Business Valuation preferred.  CPA or ABV a plus.
  • Minimum 3+ years valuation experience required.
  • Minimum 3 years working with trust, estates and gift tax for estate tax planning purposes.
  • Working experience with Excel modeling required.
  • Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills  

 

Stable job history is mandatory.

Relocation assistance would be considered.

Location: NYC

Salary: $75K – $125K plus bonus

Contact a Recruiter at Careers On The Move