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

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:

* 10-12 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: Chicago, IL

Salary: Competitive Base + Bonus Package

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 

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

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 

 

 

Valuation Analyst/Senior Analyst/Assistant Vice President (Princeton Metro / NYC)

Our client is a financial advisory firm hiring a team to include: Valuation Analyst, Senior Analyst and Assistant Vice President in their Princeton, NJ or NYC location.

The three openings for Valuation Analyst/Senior Analyst/Assistant Vice President roles are within any of the below departments:
1. Trust, Estates and Gift Tax
2. Broker Dealer and M&A
3. Litigation
4. Financial Reporting
Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• Minimum 2+ years valuation experience required. Dependent upon department of interest, must have applicable valuation background within that area (Trust, Estates and Gift Tax OR Mergers & Acquisitions OR Litigation Support OR Financial Reporting).
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
• Minimum two years working with trust and estates.
• Working experience with Excel modeling required.
• Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
• Strong technical skills including Word and PowerPoint skills

Location: Central NJ or NYC
Salary: $65K-$120K Plus Bonus

 

Contact a Recruiter at Careers on The Move 

 

 

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 

Commercial Litigation SVP / VP – NYC or Central, NJ

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

  • 10+ years of experience
  • Commercial Litigation

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: New York NY or Cental NJ

(Relocation Assistance offered)

Salary: $120,000-$200,000  Base Salary plus bonus

 

Contact a Recruiter at Careers on The Move 

 

 

 

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 

Valuation Manager – Financial Reporting (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.

They are seeking a Manager – Financial Reporting for their financial reporting valuation group. The ideal candidate will perform and review valuations for financial reporting purposes through the use of modeling and comparative analyses.

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.

Requirements:

The ideal candidate should have concentrated valuation experience.  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.

Location: Central NJ

Salary: $100,000 – $125,000 Plus Bonus

Contact a Recruiter at Careers On The Move 

Valuation Manager – Generalist (Central NJ)

Our client, a leading valuation firm in Princeton, NJ, is seeking a hands-on  Manager to support their Financial ReportingTax-Based ValuationTransaction & Advisory Services  and  Litigation Support practices.

Requirements:

* Direct current experience in a Valuation practice, gift and estate tax required.

* At least five years of relevant experience.

* Prior Management experience required.

* A thorough understanding of valuation theory and practice.

* CFA or ASA required

* MBA preferred

Location: Central NJ

Salary: $85,000 – $130,000 plus bonus

Contact a Recruiter at Careers On The Move