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

 

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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 required
  • 7-10 years of accounting/audit experience.
  • Financial due diligence on both sell side and buy side is required.
  • 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

 

U.S. Citizenship or permanent residency required.

 

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

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

 

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Senior Audit Associate (Suffolk County, NY)

Our client, a leading advisory firm is seeking experienced Tax Seniors to join their Long Island team.

This position requires a high-energy, experienced professional, with strong interpersonal skills, ability to work independently and with a team, along with a strong desire to be willing to take on new challenges and responsibilities.

Working under the direct supervision of a Senior Manager and Partner, a Supervisor will assist on engagements through investigation or analysis, aid in the preparation of exhibits and reports, and oversee the work of staff associates.

 

Responsibilities:

  • Organize information in meaningful analyses and exhibits
  • Quickly develop an understanding of an entity’s financial records, tax filings and operating environment
  • Have an understanding and be able to speak to various service lines in the Advisory group
  • Work on multiple engagements simultaneously
  • Maintain and organize documents received and produced in litigation
  • Develop models and calculations
  • Stay informed of current trends in the accounting industry, as well as current business/economic developments and their impact on our clients
  • Guide and review the work of the staff associates
  • Provide assistance to accomplish the engagement objectives effectively and efficiently
  • Enhance Service Delivery
  • Seek, develop and present ideas that will increase the efficiency and quality of services
  • Commit to developing individual and group knowledge
  • Put forth diligent effort to pass the CPA exam
  • Considers potential areas to develop expertise and specialized knowledge
  • Recognizes the importance of, and actively participate in, practice development
  • Considers potential areas to develop expertise or obtain additional certifications
  • Maintain positive, professional relationships with clients and counsel
  • Communicate engagement needs with the client
  • Represent the firm at professional and charitable and/or civic organizations events

 
Requirements:

  • Bachelor’s Degree in Accounting and/or Finance. Master’s preferred. * Law Degree considered
  • CPA credentials or eligibility to sit for CPA and/or the Bar exam
  • 5-8 years of related experience
  • Strong analytical and research skills
  • Excellent communication, interpersonal skills, time management and organizational skills
  • Client services and management skills
  • Ability to self-motivate and take initiative
  • Strong technological skills with the ability to quickly learn and adapt to new or different technology
  • Understanding of US GAAP and/or GAAS
  • Team Leadership and Participation
  • Familiarity with the US legal system and rules of evidence

 

H-1B applicants welcome.

 

Location: Suffolk County, NY

Salary: Highly Competitive

 

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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 

 

 

 

Business Development Associate – Boston, MA

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.

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.
  • 2-5 years of successful 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: Boston, MA

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

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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

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Transaction Advisory Manager (NYC / Philadelphia, PA)

Our client, a leading advisory firm is seeking a Transaction Advisory Manager with Quality of Earnings experience to join their team.

This position requires a high-energy, experienced professional, with strong interpersonal skills, ability to work independently and with a team, along with a strong desire to be willing to take on new challenges and responsibilities.

Responsibilities

Responsible for managing all aspects of due diligence projects including but not limited to:

  • Obtaining and organizing due diligence information requests and data flow.
  • Managing the completion of project workbooks and related analysis.
  • Reviewing the work of staff.
  • Identification of Quality of Earnings adjustments.
  • Performance of working capital and debt analysis.
  • Identify potential issues and risks that potentially impact the valuation of the target and/or future cash flows.
  • Prepare initial drafts of Quality of Earnings and other due diligence reports.
  • Interacting with client, target management, other professional advisors to a transaction.
  • Managing project budgets and assist with client billings.
  • Ensuring compliance with TAS engagement policies and procedures.
  • Manage the completion of a project to its conclusion.
  • Client Interaction

 

  • Supervise, train and evaluate staff on engagements.
  • Achieve solid personal financial results including chargeable hours and net margin,
  • Assist with practice development activities.

Qualifications

  • Bachelors degree in Accounting, Finance, or Similar. CPA / CFA preferred
  • 4-7 years of relevant experience in financial advisory, transactions advisory services, or similar services.
  • Excellent problem solving, analytical and interpersonal skills.
  • Excellent technical accounting and reporting capabilities.
  • Ability to work effectively and efficiently under the pressure of transaction deadlines.
  • Excel proficiency.

 

 

H-1B applicants welcome.

 

Location: NYC / Philadelphia

Salary: Highly Competitive

 

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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

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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