Valuation Archives - Page 9 of 14

Valuation Manager – Forensic Litigation (Central, NJ)

January 13, 2020 by

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.

Valuation Manager will be involved in the preparation and reviewing of valuation reports and related supporting documentation, as well as performing online database research.

Requirements:

Bachelors degree in Finance or similar. ASA/AM, CPA/ABV, CVA, AVA, CFA track a plus
6 + years experience at a valuation or accounting firm
Capital IQ proficiency
Experience preparing and reviewing valuations for financial reporting, tax and litigation purposes
Experience in the following:
- Privately-held companies and different equity securities of privately-held companies
- Purchase price allocations and intangible assets valuations in compliance with ASC 805
- Impairment testing of goodwill and long-term assets in compliance with ASC 350
- Valuation of portfolio investments in compliance with ASC 820
- Options, warrants and derivatives and use of lattice and Monte Carlo models
- Quantification of discounts and premiums

Client offers an attractive compensation and benefits package.

Location: Central NJ

Salary: Competitive

Contact a Recruiter at Careers On The Move

Filed Under: Job Alerts, New Jersey, Valuation

Senior Associate / Manager – Valuation (NYC / NJ/ Philadelphia)

December 17, 2019 by

Our client is a top rated firm seeking a Sr. Associate / Manager for their Philadelphia valuation office. This leadership position is that of a Doer /Seller. We are looking for a subject matter expert.

Excellent opportunity to work on top deals, gain and develop key industry contacts, and be responsible for revenue generation.

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:

4-6 years experience in Valuation
* Track record of Sales Generation
* Long hours and insight into growth and industry related assignments.
* Bachelors Degree in Finance or similar., MBA a plus
* CFA / CVA credentials or in process a plus

Location: NYC / NJ / Philadelphia, PA

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move

Filed Under: Job Alerts, Pennsylvania, Valuation

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

December 14, 2019 by

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

Filed Under: Job Alerts, New Jersey, New York, Pennsylvania, Valuation Tagged With: ABV, Business Valuation, CBA, CFA, CVA

Senior Associate – Transaction Advisory Services (Philadelphia, PA)

December 12, 2019 by

Our client, a leading advisory firm is seeking a Senior Transaction Advisory Associate 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

Conduct financial advisory due diligence in buy-side and sell-side transactions.
Review target company financial information
Identify pre and post-acquisition transaction issues in the context of financial due diligence.
Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis.
Supervise, develop and evaluate staff.
Liaise with other disciplines (tax) working on the diligence projects.
Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.

Senior Associate will also need to identify the following:

Historical and projected financial, operating and commercials trends.
Quality of earnings adjustments.
Working capital and net debt considerations.
Potential liabilities and risks with impact valuation and negotiation of the target company

Qualifications:

Bachelors degree in Accounting, Finance, or Similar. CPA / CFA preferred
2-4 years of relevant experience.
Strong understanding of the M&A process.
Excellent analytical and problem solving skills.
Excellent documentation skills.
Excellent communication and interpersonal skills.
Excellent Excel skills.
Excellent business acumen.
Ability to work effectively and efficiently under the pressure of transaction deadlines.

H-1B applicants welcome.

Location: Philadelphia, PA

Salary: Highly Competitive

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, Job Alerts, Pennsylvania, Valuation

Valuation Manager – Boston, MA / Connecticut

December 6, 2019 by

Our client, a leading advisory firm is seeking an experienced Business Valuation & Litigation Support Manager with strong valuation experience to join their team. This position requires a high-energy, experienced valuation professional with strong interpersonal and supervisory skills.

RESPONSIBILITIES:

- Case management working closely with leaders from start to finish.
- Working with team members on financial models, analysis, and research.
- Adequately preparing analysis reports.
- Providing guidance and mentoring to staff to help facilitate staff development.
- Managing the assignment budget and profitability in area of responsibility.
- Taking the lead in managing engagements and client interactions.

REQUIREMENTS:

- A bachelor’s degree in accounting, finance, economics or business administration; ASA and/or CFA credentials a plus.
- 4-7 years of work experience in valuation, finance or accounting.
- Ability to lead, motivate, develop and coach teams, As well as 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 & Southern Connecticut

Salary: Highly Competitive

Contact a Recruiter at Careers On The Move

Filed Under: Job Alerts, Massachusetts, New England, Valuation

Business Development Manager / Senior Associate (San Francisco, CA)

November 16, 2019 by

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.
Minimum seven to 10 years of successful Business Development experience selling to businesses and institutions.
Experience in Valuation field required
Excellent Prospecting skills
Long hours and insight and desire to keep up with the M&A service advisors

Location: San Francisco, CA

Salary: $100K -$150K range plus Bonus / Commission plan

Contact a Recruiter at Careers On The Move

Filed Under: California, Financial Services, Sales, Valuation

Senior Vice President / Sr. Manager Valuation – Chicago, IL

November 6, 2019 by

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.