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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Valuation Analyst (San Francisco, CA)

Our client is a small firm that provides valuation services to technology companies. Seeking a Valuation Analyst to produce valuation reporting utilizing standard valuation methodologies and practices. This role provides valuation for Common Stocks, Purchase Price Allocations, Fairness Opinions, Estate Taxes and Litigation Support areas.

**Relocation Assistance is Available!**

** Must have U.S citizenship **

Requirements:
• Bachelors Degree in Finance, Accounting or related field. Masters Degree and a CFA/CPA designation preferred.
• 2-3 years of valuation relevant experience required. Big 4 Firm a strong plus.
• Ability to analyze financial valuation models and communicate assumptions effectively.
• Knowledge of technology markets desired.
• Strong skills in Excel and Word.
• Strong oral and written communication skills.
• Solid project management and presentation skills
• Strong work ethic and ability to work flexible hours around critical due dates.

Location: San Francisco, CA
Salary: $75K-$80K Plus Generous Bonus Paid Two Times Per Year and 401K

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Portfolio Securities Associate / Senior Associate (NYC / Princeton Metro)

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.

These valuation roles will administer independent valuation services for BDC’s, Hedge Funds, LP’s and Private Equity Firms. Role performs necessary valuation, review prospective offering documents, assess current market and financial conditions, advise and prepare reports/documents with direct client contact. The ideal candidate should have concentrated valuation experience with expertise in various valuation methods (income/market approaches, option pricing, waterfall), investment research, financial modeling, financial statement analysis, reporting writing & Fair Value Accounting as well as strong experience with fairness/solvency opinions.

The Group offers deep expertise in understanding and valuing complex financial instruments and derivatives (including various debt and equity structures such as embedded derivatives, convertible debt securities, relative TSRs and other share based compensation programs, SWAPs, CDOs and CLOs) for financial reporting purposes, tax and regulatory compliance, transaction support, capital investor requirements, and corporate strategy.

Responsibilities:

  • Perform valuations of complex securities such as options, warrants, convertible bonds, contingent considerations and preferred and common stock in privately-held companies. These valuations could be under ASC 718, ASC 805 or ASC 820.
  • Provide 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.
  • Render financial opinions with respect to valuation, fairness and solvency.
  • Perform valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets.
  • Perform 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.
  • Construct and maintain 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.
  • Monitor certain economic, industry, capital market and company trends and developments.
  • Prepare and present detailed financial analyses and reports.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • Minimum 1-5 years of relevant experience.
  • A broad, in-depth knowledge of Portfolio Investment Valuations
  • Thorough understanding of valuation theory and practice.
  • Ideal candidate has a working background within a Big4 Accounting firm, sell side research OR valuation firm.

Salary: Competitive plus Generous Quarterly Profit Sharing & Year-end Bonus

Contact a Recruiter at Careers On The Move 

Senior Valuation Associate, Valuation Manager and Senior Valuations Manager – Healthcare & Life Sciences (Short Hills, NJ)

Our client is a top consulting firm with offices around the world. Our Client provides a broad range of tax and advisory services. They are currently seeking a Valuation Manager – Heathcare and Life Sciences

Responsibilities:

Manage and deliver valuation services in the Life Sciences or Pharma Industries. Rendering financial opinions with respect to valuation, fairness and solvency. 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. Continually monitoring certain economic, industry, company trends and developments. Preparing and presenting detailed financial analyses and reports. 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. Supervise, mentor, and facilitate the development of consulting skills for staff including valuation principles, communication, time management, and client product delivery.

Requirements:

* At least five years of relevant experience

* Bachelor’s degree in Accounting, Finance, Economics, or Business* CFA or ASA required

* Experience in the Pharma or Life Sciences verticals

* Prior Management experience required

* A thorough understanding of valuation theory and practice.

* Superior written and verbal communication skills, solid analytical skills, and the ability to work well in a team environment

Salary: Competitive Base Plus Bonus
Location: Short Hills, NJ

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Associate/Senior Associate Valuations (NYC)

Our client is an independent valuation firm providing full service appraisal/financial advisory; expert opinions on the valuations of business, equity and debt securities, financial reporting, litigation support, restructurings, tangible/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 valuation experience and strong experience with fairness/solvency opinions. Superior working environment.

The Associate/Senior Associate will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, the Senior Associate will manage sell-side and buy-side M&A activities and fairness opinion services, Tax Advisory (Trust & Estate), ESOP, and significant fund/portfolio work in addition to Financial Reporting..  They will also be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies.

Requirements:

The ideal candidate would have 1-4 years experience

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

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

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

Must have quant skills and be familiar with financial modeling

A degree in Finance is required. An MBA is required

CFA (or CFA candidate) is also preferred.

Location: New York, NY

Salary: $70,000 – $90,000 + Bonus

Contact a Recruiter at Careers On The Move 

Senior Associate – Valuations (NYC)

Our client is a top rated independent valuation practice.

Excellent opportunity to work on top deals, gain and develop key industry contacts, and be part of the initial stages of setting up a broker-dealer. This candidate should have concentrated valuation experience and strong experience with fairness/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.

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

Requirements:

The ideal candidate would have 3-5 years experience

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

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

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

Must have quant skills and be familiar with financial modeling

A degree in Finance is required. An MBA and/or CFA (or CFA candidate) are also preferred.

Location: New York, NY

Salary: $60,000 – $80,000 + Bonus

Contact a Recruiter at Careers On The Move 

Valuation Associate and Senior Valuation Associate (Central NJ)

Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide.

The Valuation Associate and  Senior Associate roles will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to the head of the firm’s transaction and advisory practice, they will manage sell-side and buy-side M&A activities and fairness opinion services.  In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies, effect corporate restructuring, create new classes of equity, maintain compliance with Employee Stock Ownership Plans and other ERISA plans, and effect intra-family ownership transfers, among others.

The ideal candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions.  Direct current experience in ASC 350/805  (Goodwill Impairment) a must. As well as an advanced, working knowledge of Excel and Word.  Strong oral and written communication skills and superior analytical capabilities are essential. Must have quant skills and be familiar with financial modeling. A degree in Finance is required. An MBA and/or CFA (or CFA candidate) are also preferred. A background in accounting coursework is important and relevant to the responsibilities of the position.

Senior Level Associate Candidate will have 2-4 years experience.

Associate Level Candidate will have 1-2 years experience.

Location: Central NJ

Salary: Competitive

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Senior Associate – Valuation (Boston, MA)

Our client is a top consulting firm with offices around the world. Our Client provides a broad range of tax and advisory services. They are currently seeking a Senior Associate to join their Economic and Valuation Services practice.

Responsibilities:

Perform detailed industry and economic research for client engagements used for business planning, financial reporting, and tax planning purposes.

Gather financial information and subject company data from client personnel.

Determine fair value of business enterprises, equity interests, and intangible assets (relationships, contracts, developed technology, trade-names, workforce) required for financial reporting and tax purposes.

Conduct valuations for purchase price allocations, impairment testing, equity valuations in support of share-based compensation, complex capital structure valuations, royalty rate analyses, transfers of intangible assets, corporate spin-offs and restructurings, purchases and sales of minority equity interests, valuations of preferred stocks and debt securities, and valuations in support of estate and gift tax matters.

Create financial models, perform discounted cash flow analysis and comparable company analysis.

Execute post-acquisition purchase price allocation analysis to determine the fair value of goodwill and perform business enterprise valuations to test for goodwill impairment.

Value private equity interests in debt, preferred equity, common equity, and warrants for fair value reporting purposes.

Qualifications:

Two years of experience with valuation-related projects within an audit, tax, and advisory firm

Bachelor’s degree in Accounting, Finance, or Business

A thorough understanding of valuations of business entities and intangible assets, purchase price allocations, and financial analysis and research

Chartered Financial Analyst (CFA) designation preferred

Knowledge of the MS Office Suite including Word, Excel, and PowerPoint

Excellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environment

Location: Boston, MA

Salary: $75,000 – 85,000 Plus bonus

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Business Valuation Associate/Sr. Associate (NYC)

Our client is a growing business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the world, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies worldwide.

The Associate/Senior Associate will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Responsibilities include analyzing companies’ historical and projected financial statements, developing traditional financial valuation methodologies (such as discounted cash flow and market comparable analyses), researching industries using Internet or other sources, performing due diligence review, and communicating results through written reports and presentations. The ideal candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. And specifically with expertise in valuing common stock of operating entities and interests in investment holding entities (including family partnerships and/or hedge funds and PE funds).  Direct current experience in ASC 350/805  (Goodwill Impairment) a must. As well as an advanced, working knowledge of Bloomberg and Excel modeling; FactSet experience a plus. Strong oral and written communication skills and superior analytical capabilities are essential. Must have quant skills and be familiar with financial modeling. A degree in Finance is required. Progress towards an ASA or CFA designation also a plus. A background in accounting coursework is important and relevant to the responsibilities of the position. The ideal candidate would have 1-3 years experience only.

Location: New York, NY

Salary: Competitive

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Senior Analyst, Corporate Transaction Opinions (NYC)

Our client is top rated independent valuation practice.

This position will provide valuation analysis to clients within public and private companies. Prepare valuations of structured financial products and provide business valuation expertise for transaction advisory, fairness and solvency opinions.

Requirements:

  • Bachelors Degree in finance, accounting or related field. Masters Degree and a CFA/CPA designation required.
  • Minimum ten years experience working within an Investment Banking Firm and/or M&A Advisory practice.
  • Experience with Fairness Opinions, Solvency Opinions and Capital Adequacy Opinions necessary.
  • Ability to analyze financial valuation models and communicate assumptions effectively.
  • Strong skills in Excel and Word.
  • Excellent oral and written communication skills.
  • Effective interpersonal and communication skills
  • Solid project management and presentation skills
  • Applicants must have unrestricted authorization to work for any employer in the U.S.

Location: New York, NY

Salary: $150,000-$175,000 Plus Quarterly Profit-Share and Wall Street Bonus

Contact a Recruiter at Careers On The Move