Vice President / Valuation Manager – Dallas, TX

Our client is an independent valuation firm with a 30 year 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, and be responsible for revenue generation. This senior leadership position is that of a Doer /Seller, and manage valuation engagements while being instrumental in business development activities.

 

Responsibilities:

Providing 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;

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

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

Performing detailed due diligence including site visitations, management interviews, review of strategic alternatives and legal documentation as well as business, financial, industry, and market research and analysis;

Constructing and maintaining sophisticated, scenario driven financial and valuation models including analysis of financing alternatives, cash flow and IRR analysis, LBO/debt repayment analysis, accretion/dilution analysis, sum-of-the-parts valuation, discounted cash flow valuation, comparable public company valuation, comparable merger and acquisition valuation, loan pricing and derivative pricing;

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

Preparing and presenting detailed financial analyses and reports to directors, senior managers, lenders and shareholders;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys on a daily basis;

Managing multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment;

Developing and maintaining relationships with existing clients through periodic conversations and meetings;

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.

 

Requirements:

* 6+ years experience in Valuation
* Track record of Sales Generation
* Experience working in the merger and acquisition environment supporting the needs of M&A attorneys, Private Equity and lenders
* Long hours and insight and desire to keep up with the M&A service advisors
* Bachelors Degree, MBA a plus
* CFA a plus

 

Location: Dallas, TX

Salary: Competitive Base + Bonus Package

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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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Financial Analyst – Financial Reporting Valuation (Bucks County PA)

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.

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: Bucks County PA

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

Manager – Valuation & Litigation Services (New England Locations)

Responsibilities

  • Work closely with leaders to manage cases from start to finish.
  • Work with team members to ensure accurate and timely financial models, analysis, and research.
  • Prepares reports that ensure analysis adequately supports conclusions reached.
  • Provides guidance and mentoring to staff to help facilitate staff development.
  • Manages the assignment budget and profitability in area of responsibility.
  • Take a lead role in managing engagements and client interactions.

Qualifications

  • B.S degree in accounting, finance or similar required; CFA or ASA preferred
  • 5+ years relevant experience
  • Proven ability to take a project from start to finish with minimal guidance.
  • Ability to lead, motivate, develop and coach teams.
  • Demonstrate proven ability to compile and complete reports from start to finish.
  • Strong interpersonal skills and active participation in networking.
  • Strong project management and problem solving skills.

 

H-1B applicants welcome.

 

Location: Boston, MA & Connecticut Locations

Salary: Highly Competitive

 

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

 

Financial Analyst, Energy – NYC / NJ / Houston

Our client is an independent valuation firm with a 30 year 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.

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. Excellent opportunity to work on top deals, gain and develop key industry contacts.

Our client is seeking a Financial Analyst – Energy. The ideal candidate must possess a strong financial modeling background, as well as have an analytical orientation and business development skills. Expertise in the Energy sector is necessary. This position is great for a candidate interested in gaining experience with a variety of investment securities and valuation methodologies, as well a pursuing a CFA designation.

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 subsectors within the energy sector, including, but not limited to, oil and gas exploration and production, oil and gas midstream, oil and gas downstream, MLPs, cogeneration, renewable energy, etc., using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.
  • Prepare formal client reports.

Qualifications:

  • Bachelors Degree in Business Administration, Finance or related field. Masters degree is required. Coursework in valuation or securities analysis is a plus.
  • 2-5 years of relevant energy-focused work experience. Master Limited Partnerships (MLP) and Exploration & Production (E&P) Market experience is required.
  • Background in credit analysis is preferred.
  • Advanced, working knowledge of Excel.
  • Strong oral and written communication skills and superior analytical capabilities are imperative.
  • 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.

 

Location: Houston, Central NJ, or New York City

Salary: Competitive Base Plus Quarterly Profit-Share and Wall Street Bonus

 

Contact a Recruiter at Careers On The Move 

 

 

Manager / Sr. Manager Matrimonial Litigation / Forensic – Princeton, NJ / NYC

Our client is a top financial advisory firm is looking to grow their litigation consulting practice, which is small yet growing.

Client`s Litigation & Valuation Services Group consists of a knowledgeable team of consultants whose goal is to provide superior, specialized services to attorneys in various areas of litigation support. They provide assistance to both matrimonial and civil attorneys utilizing forensic accounting, specialized analysis and reports, assistance in mediation and negotiation, expert testimony and written reports, cross examination and related assistance, financial report preparation, financial exhibits and other visual aids, discovery interrogations and depositions, and damage calculations.

 

Requirements:

CPA and /or MBA and current public accounting/valuation consulting experience
Business development experience required
Contacts in NJ and NYC

  • 8+ years of experience
  • Divorce / Matrimonial Litigation / Forensic

Looking for someone who does in this order of importance:

-Commercial damages, shareholder disputes, business valuations, some fraud/forensic, a little matrimonial cases

– Prior  experience with testifying

-Has contacts with law firms/ referral business in NYC

-Book of business if possible ( if no non compete)

– Certified Valuation Analyst (CVA)

– Master Analyst in Forensic Finance (MAFF)

-Energetic, looking to build a practice

-Some travel may be required

 

Location: Princeton, NJ / NYC

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

Financial Analyst – Portfolio Valuation (Boston, MA)

Our client is a top rated independent valuation practice seeking an analyst to join their Boston 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: Boston, MA

Salary: Competitive Base * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

 

 

Financial Analyst – Financial Reporting Valuation (Milwaukee, WI)

Our client is a top rated independent financial advisory & valuation practice expanding their Milwaukee office.

The Financial Analyst will primarily perform primarily perform valuations for purchase price
allocation, impairment testing purposes, and stock compensation expense.

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:

  • 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
  • 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:

2-5 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: Milwaukee, WI

Salary: Very Competitive

 

 

Contact a Recruiter at Careers on The Move