It’s March Madness at Careers on the Move! Our clients are seeking talent across the board this spring. Check out our newsletter highlighting some amazing opportunities below.
Careers On The Move Bloomberg interview on Artifical Intelligence on banking resume submissions.
March 21, 2025 by
#CareersOnTheMove Bloomberg interview on Artificial Intelligence on banking resume submissions.
Read more on this topic in the article below and including insight from a #recruiter perspective.
Valuation Manager – Corporate Finance (NY / NJ / PA / Remote)
March 14, 2025 by
Responsibilities
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- Experience preparing and reviewing valuations for financial reporting and tax purposes
- Experience in the application of valuation methodologies for:
- Options, warrants and derivatives and use of binomial/lattice and Monte Carlo simulation models
- Privately-held companies and different equity securities of privately-held companies
- Valuation of securities for share-based compensation in accordance with IRC 409A and ASC 718, including modeling of complex capital structures with option pricing models
- Purchase price allocations, valuation of intangible assets and contingent consideration in compliance with ASC 805
- Impairment testing of goodwill and long-term assets in compliance with ASC 350
- Valuation of derivative instruments in compliance with ASC 815
- Valuation of portfolio investments in compliance with ASC 820
- Quantification of discounts and premiums
- Experience managing, mentoring and training team members.
- Experience interfacing with clients/auditors and managing the relationships.
Requirements:
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- Bachelor’s degree in Finance, Economics, or equivalent field is required.
- CFA, CEIV, ASA/AM, CPA/ABV, CVA preferred
- 4+ years doing complex capital valuations with complex capital structures employing advanced valuation techniques such as Monte Carlo simulation, option price methodology and other quantitative techniques in determining fair value
- Experience with on-line databases (S&P Capital IQ) and Internet research of company specific, industry and economic analysis
Location: NY / NJ/ PA / Remote
Salary: $140K – $180k Base + Bonus
Director / Managing Director (Any Major U.S. City)
February 28, 2025 by
Our Client, is seeking seasoned professionals to further expand it’s market presence in the stock-based compensation and complex securities advisory services arena. Core responsibilities will consist of expanding the volume and variety of engagements and well as building a team of professionals to meet client service needs.
Company practice areas include complex financial reporting, valuation, corporate finance, dispute resolution, enterprise risk, outsourcing, process and technology, reserve engineering and geosciences, restructuring, strategy and organization, and tax.
Requirements:
- Bachelors Degree in Finance or Accounting (MBA a plus)
- 8-12+ years relevant experience preferably with Big 4 expertise.
- CFA / CPA Certification preferred
Location: Any Major U.S. City
Base salary: $200-$275K plus bonus
Financial Analyst – Financial Reporting Valuation (Milwaukee, WI)
February 28, 2025 by
Our client is a top rated independent financial advisory & valuation practice expanding their Milwaukee office.
The Financial Analyst will primarily perform primarily perform valuations for purchase price
allocation, impairment testing purposes, and stock compensation expense.
Excellent opportunity to work on top deals and gain key industry contacts gaining exposure to a wide range of valuation assignments involving both private and public 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.
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
- 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:
1-3 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: Milwaukee, WI
Salary: Very Competitive + Bonus package
Contact a Recruiter at Careers on The Move
VP Financial Reporting (Dallas, TX)
February 26, 2025 by
Responsibilities:
- Perform accurate valuations of companies, securities and intangible assets across a wide range of industries by using relevant information gathered through client interaction and market research, utilizing proprietary quantitative valuation models.
- Conducting research on clients, competitors, industries and capital markets, including market multiples, financial ratios, and discount rates.
- Management of valuation engagements from the planning stage to presentation of a client-ready deliverable
- Supervision of junior staff concerning technical judgment and project execution and analysis.
- Build and maintain ongoing client relationships
Requirements:
- Bachelors Degree in Finance, Business Administration or another related field is required. MBA preferred. CFA track a plus.
- Minimum 5-7 years experience, preferably at a valuation or accounting firm. Must have background in financial reporting, accounting and valuation issues, as well as financial modeling.
- Direct current experience in ASC 350/805 a must.
- Background in generating financial valuation modeling utilizing standard methodology practices, as well as common stock option valuations experience under 409A. Prior ASC 718 experience is ideal, as the majority of the work will be working on these engagements.
- 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
U.S. Citizenship or green card required.
Location: Dallas, TX
Base salary: $130K-$170K + Generous Quarterly Bonus and Year-End Bonus
Contact a Recruiter at Careers on The Move
Sr. Associate – Portfolio Valuation (Boston, MA / Hybrid)
February 13, 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
Valuation Analyst / Associate – Financial Reporting (Dallas, TX)
February 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
Salary: Highly Competitive Base Salary Plus Quarterly Profit-Share & Year End Bonus
Sr. Associate – Alternative Investments (NYC)
February 8, 2025 by
Responsibilities:
- Assist in the preparation of valuations for closely held or publicly traded companies with a focus on the alternative investment space
- Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of investments
- Build new and update existing financial models including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models
- Perform analysis on financial and economic data, subject companies, guideline companies, industries and markets, and other types of fund and investment analysis
- Prepare valuation and other types of reports and presentations
- Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers
Qualifications:
- Bachelor’s degree in finance, accounting, economics, or business from an accredited college/university
- A minimum of three years of experience in one or more of the following areas: investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets
- Possess advanced finance, financial modeling, accounting, and analytical abilities
- Strong work ethic, ability to multitask, presentation, problem solving and organizational skills, and attention to detail
- Excellent written and verbal communication skills, solid research skills, and the ability to work well in a team environment and/or independently
Location: NYC
Salary: $80K-$110K range Plus Quarterly & Year End Bonus
VP – Portfolio Valuation – Real Estate Securities (Bucks County, PA / Hybrid)
February 7, 2025 by
Responsibilities:
- Manage and work with analysts and associates to conduct relevant research to support valuations, including market cap rates, valuation multiples, property price indices, comparable ratios, credit spreads, and demographic trends
- Gather and document pertinent data obtained through client interaction
- Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations
- Manage and assist analysts and associates with valuation analyses on companies and their securities across the subsectors of the real estate sector, including but not limited to, commercial, residential, and multi-use using relevant qualitative information gathered, through the application of proprietary quantitative valuation models and subscribed database and judgments to conclude fair value of relevant businesses and securities
- Prepare and review reports, and communicate results to clients
Requirements:
- 5 – 7 years of real estate work experience, particularly with exposure to the investing in or valuation of debt and equity securities
- Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation or securities analysis is a plus
- CFA or CAIA designation : track a plus
- Experience with creating discounted cash flow models from scratch and whole loan portfolios is preferred
- Working/Advanced knowledge of Excel, Word, and PowerPoint
- Working experience with Bloomberg, Intex, CoStar, Argus, Compass Analytics and/or REIC is a plus
- Strong oral and written communication skills
- Superior analytical capabilities
- Self-starter temperament with the ability to master new tasks quickly
- Experience working with diverse teams
- Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements
- Strong work ethic and ability to work flexible hours around critical due dates
Green card and/or US Citizenship is required
Location: Bucks County, PA / Hybrid
Salary: $150K – $170K plus profit-share & bonus
Contact a Recruiter at Careers On The Move
