VP / Valuation Manager – Financial Reporting (Bucks County, PA)

Our client, a leading valuation practice is looking for a Vice President to enhance their Financial Reporting team. The VP will be responsible for performing valuation analyses using income, market and transaction approach and / or option-pricing models. Assignments will consist primarily of valuations performed for financial and tax reporting, including goodwill impairment studies and purchase price allocations, 409A, stock-compensation expense, business enterprise and common stock valuations.

This position will report to the Professional Services Manager and the Engagement Manager specific to current engagements.

Ideal Candidate will have strong financial reporting valuation experience (i.e. – purchase price allocation (ASC 805), goodwill impairment (ASC 350), 409A, and stock compensation expense (ASC 718) from a Top 8 accounting or valuation firm.



    • Lead and / or execute engagements; manage analysts.
    • Review engagement reports for accuracy, consistency, and completeness.
    • Conduct company, economic and industry research.
    • Client meeting and conference call participation.
    • Coordinate engagements with personal and real property teams.
    • Gathering and analyzing data, building financial models; and writing narrative reports.



    • A bachelor’s degree in accounting, finance, economics or business administration;  ASA and/or CFA is credentials a plus.
    • 5-8 years of work experience in valuation, finance or accounting
    • Advanced working knowledge of Excel and Word
    • Strong oral and written communication skills and superior analytical capabilities are essential.


Green card and/or US Citizenship is required


Location: Bucks County, PA

Salary: $100K-$120K + Bonus


Contact a Recruiter at Careers On The Move 



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.


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


Contact a Recruiter at Careers on The Move 


Financial Analyst – Valuation (Chicago, IL)

Our Client, a Top Valuation Firm is seeking an Entry Level Financial Analyst to expand their Chicago team. The candidate will be responsible for valuation analyses
using an income, market and transaction, as well as option-pricing models. Work load will primarily consist of  financial and tax reporting valuation, including but not limited to purchase price allocations, goodwill impairment, business enterprise and common stock valuations.

Analyst will report to the Professional Services Manager and Engagement Manager. Major responsibilities will include company, economic, and industry research, participating in client meetings and calls, gathering and analyzing data, building financial models, and writing narrative reports on such activities.



  • Bachelor’s degree in accounting, finance, economics or business administration; CFA a plus
  • 1-3 years of work experience in valuation, finance or accounting;
  • Strong oral and written communication skills
  • Superior analytical capabilities
  • Advanced, working knowledge of Excel and Word;



Location: Chicago, IL

Salary: $55-60K base

Contact a Recruiter at Careers On The Move