JOB ALERT

Valuation Analyst / Associate – Financial Reporting (Dallas, TX / Chicago, IL)

November 10, 2025 by

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: Dallas,TX – Chicago, IL

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

 

 

Contact a Recruiter at Careers on The Move

Filed Under: Featured Jobs, Mailer Feature, Texas, Valuation Tagged With: , , ,

Senior Associate – Business Valuation (Bucks County, PA – Hybrid)

November 9, 2025 by

Responsibilities:

  • Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
  • 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

Qualifications:

  • Bachelor’s degree in accounting, finance, or business from an accredited college/university
  • A minimum of three years of experience with valuation-related projects within an audit, tax, and advisory firm
  • Experience with 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: Bucks County, PA- Hybrid Role)

Salary: up to $140K Plus Generous Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Business Development, Featured Jobs, Mailer Feature, Pennsylvania, Valuation

Complex Securities Associate (NYC / Philadelphia Metro / Hybrid)

November 7, 2025 by

Our client is a top rated independent valuation practice seeking associates to join their team. Ideal candidates will have a Quant background.

 

Requirements:

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance or similar. CFA, ASA, and/or CPA certification / track a plus.

Minimum of 1yr Complex Securities experience

Monte Carlo Proficiency

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: NYC / Philadelphia Metro / Hybrid

Salary: $75K-$90K Plus Quarterly & Year End Bonus

Filed Under: Featured Jobs, Hot Spot, Job Alerts, Mailer Feature, New York Tagged With: , , , ,

Financial Analyst Sr. Associate / Manager – Financial Reporting Valuation (Chicago, IL)

November 3, 2025 by

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: Chicago, IL

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

 

 

Contact a Recruiter at Careers on The Move

 

Filed Under: Illinois, Job Alerts, Mailer Feature, New York, Pennsylvania, Valuation Tagged With: , , , ,

Sr. Associate – Portfolio Valuation (Boston, MA / Hybrid)

November 1, 2025 by

Responsibilities:

  • Manage and work with analysts and associates to conduct relevant research to support valuations, including analyses of subject company valuation drivers, research on private equity and private credit cost of capital, research and analysis of relevant industries and end markets, and comparable analyses
  • Supervise less experienced team members, reviewing work, and over time taking on more direct client interaction.
  • Gather and document pertinent data obtained through client interaction
  • Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction and option valuations
  • Work with management to build and maintain client relationships
  • Start to identify and communicate potential engagement to management
  • Manage and assist analysts and associates with valuation analyses and judgments to conclude fair value of relevant businesses and securities
  • Prepare and review reports, and communicate results to clients

Qualifications:

  • 4-7 years’ of constructing and reviewing valuation models and other financial models
  • Bachelor’s or Master’s degree in Finance, Accounting, or Economics
  • High level of technical proficiency on the valuation side (equity including Option Pricing Model (OPM) allocations and ideally credit valuations)
  • FA/ASA designation preferred. CAIA designation or progress towards is a plus
  • Proven technical, analytical and problem solving skills
  • Strong oral and written communication skills and
  • Superior analytical capabilities are essential
  • Ability to manage 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 client due dates
  • Current authorization to work in the United States

Location: Boston, MA / Hybrid

Salary: $80K-$150K range Plus Quarterly & Year End Bonus

 

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Featured Jobs, Job Alerts, Mailer Feature, Valuation Tagged With: , , , , , , , , , ,

VP – Valuation (Dallas, TX / Hybrid)

October 30, 2025 by

Our client, a leading valuation practice is looking for a Vice President to enhance their team. The VP will have a strong focus on ASC 718, ASC 805, and Monte Carlo.

 

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.

RESPONSIBILITIES:

    • 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.

REQUIREMENTS:

    • 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: Dallas, TX | Hybrid

Salary: $200K range – total compensation 

 

Contact a Recruiter at Careers On The Move 

Filed Under: Featured Jobs, Mailer Feature, Valuation

Entity Valuation Director (Denver / Tulsa / Dallas / Houston)

October 30, 2025 by

Our Client, a Global consulting firm is seeking entity valuation professionals. Role will be focused on industrials, retail, and/or manufacturing. Ideal candidates will have strong technical skills and drive to build a business. An eagerness to pursue business development is essential.

 

Requirements:

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance or similar. CFA, ASA, and/or CPA certification / track a plus.

* 8-12 years Valuation experience

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: Any Major U.S. City (Denver / Tulsa / Dallas / Houston preferred)

Salary: $180K – $250K Base

Contact a Recruiter at Careers On The Move 

 

 

Filed Under: Business Development, Featured Jobs, Mailer Feature, Valuation Tagged With: , , , , , ,

CPA Director – Technical Accounting – Complex Financial Reporting / Complex Securities (Any Major U.S. City)

October 29, 2025 by

Our Client is seeking an experienced CPA Director to provide Complex Financial Reporting and Corporate Finance advisory services. This is a phenomenal opportunity to play a key role in building a successful practice and grow within the firm.

The ideal candidate will be a self-starter with an entrepreneurial spirit, eager to contribute to the growth of the firm. Role involves extensive networking, research, and relationship building activities.

Qualifications:

  • Bachelor’s Degree in Accounting, Finance, or similar (CPA or equivalent required)
  • 8-15 years’ experience in financial reporting, external audit, corporate financial reporting, technical advisory, transaction advisory, or related services.
  • Advanced Technical accounting memos and/or technical subject matters expertise. (US GAAP/IFRS/SEC)
  • Strong account management and business development skills, with a proven track record of building and maintaining client relationships.

Prior experience as a FASB Post Technical Graduate Assistant or FAAS Group at the Big 4 accounting firms preferred.

 

Managing Directors with a book of business would be considered

Location: Any Major U.S. City

Base salary: $180-$275 plus bonus

 

Contact a Recruiter at Careers on The Move 

 

 

Filed Under: Accounting, Business Development, Featured Jobs, Mailer Feature, Valuation Tagged With: , , , , , , , , , , , , , ,

VP  / AVP – Gift & Estate Tax Valuation (Princeton, NJ / Hybrid or Remote)

October 23, 2025 by

Interested in joining an established, expanding firm with excellent leadership?

Our client is a leading financial advisory firm hiring a Specialist  in Trust, Estates and Gift Tax Valuation to their Private Client Appraisal Group. You would perform business appraisals and valuations primarily for estate tax planning purposes to closely held businesses, trusts, estates, and family businesses. This position would report into a Partner in the firm.

Requirements:

  • Bachelor’s Degree in Finance, Business Administration, Accounting or another related field is required. Master’s Degree and/or CFA Designation (or CFA candidate) preferred. American Society of Appraisers – Accredited Senior Appraiser (ASA) in Business Valuation preferred.  CPA or ABV a plus.
  • Minimum 5+ years valuation experience required.
  • Minimum seven  years working with trust, estates and gift tax for estate tax planning purposes.
  • Working experience with Excel modeling required.
  • Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
  • Must be comfortable and experienced interfacing with and handling clients.
  • Must be able to manage and oversee junior staff.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills

 

Location: Princeton, NJ / Hybrid or remote
Salary: $150K-200K + Bonus

 

 

Contact a Recruiter at Careers on The Move 

 

Filed Under: Accounting, Financial Services, Mailer Feature, New York Tagged With: , , , , , , , ,

Valuation Analyst – Financial Reporting (NYC / PA / Hybrid)

October 16, 2025 by

Responsibilities:

  • Conduct research on clients, competitors, industry, and capital markets, including market multiples and comparable ratios.
  • Build, modify and utilize financial models for equity, business enterprise and intangible asset valuation using accepted and relevant approaches and theory.
  • Gather and document pertinent data obtained through client interaction.
  • Assist in the valuation of certain interests across a wide range of industries using relevant qualitative informationgathered and through the application of proprietary quantitative valuation models.
  • Assist in preparing formal client report and presentation materials.

 

Requirements:

  • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus.
  •  ASA, CFA, CPA or ABV designations is a plus.
  • Working/advanced knowledge of Excel
  • Self-starter with 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:  NYC / PA / Hybrid

Base salary: $85K and up base + Generous Quarterly Bonus  and Year-End Bonus

 

Contact a Recruiter at Careers on The Move 

Filed Under: Featured Jobs, Georgia, Illinois, Job Alerts, Mailer Feature, Valuation
Careers on the Move