Careers On The Move CEO, Richelle Konian featured in Marquis Who’s Who As a Honored Listee.
Valuation Associates – Complex Securities (Nationwide)
January 10, 2024 by
Our client is a top rated independent valuation practice seeking associates to join their team. All levels are hiring, Analyst up to Director. The focus of this team is complex securities. 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.
2+ years experience required , preferably within Big 4 or Valuation Firm
Quant background preferred
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: Nationwide (including NYC- NJ- Bucks County, PA – Boston, MA – Raleigh, NC – Chicago, IL – Dallas, TX – San Francisco, CA – Milwaukee, WI)
Salary: Competitive Base * Plus Quarterly & Year End Bonus
Richelle Konian, CEO of Careers On The Move, delivers Commencement Speech | University at Albany’s School of Business
December 11, 2023 by
Richelle Konian, CEO of Careers On The Move, is shown delivering a powerful, inspiring keynote at the Commencement Ceremony for the University at Albany’s School of Business undergraduate program on May 19, 2018.
Richelle founded Careers On The Move, an award winning boutique executive search firm, five years after graduating from the University at Albany’s School of Business in 2000. Richelle conveys a strong message in which resilience, grit and perseverance are the key attributes during good and bad times.
Richelle Konian, a noted Career Expert, has provided her expertise on major television networks and leading publications, such as CBS Evening News, CNBC’s Squawk Box, the Wall Street Journal and Reuters, while also having received many other accolades.
Machinery & Equipment Appraiser (Milwaukee / Chicago / Philadelphia / NYC)
October 6, 2023 by
Our client, a leading, independent, full-service valuation consulting firm that has provided objective and supportable conclusions of value to the US and international business communities for over thirty-seven years. Their services have been utilized in support of client mergers and acquisitions, financing, tax and financial reporting and other unique requirements. The practice consists of a group of professionals with an established reputation for providing expert and independent opinions of value for capital stock, equity interests, business enterprises, intangible assets, real estate, personal property, solvency and fairness. With corporate offices in Milwaukee, we maintain operational offices nationwide. Through their international affiliates, their capabilities extend globally.
Responsibilities initially include property inspections, market analyses and data management, and will evolve to include the full valuation process. The position requires moderate travel (approximately 30-35%).
The ideal candidate will have a passion for serving in the valuation industry. An undergraduate degree in engineering is preferable, with accounting or finance skills also helpful. The position requires superior skills in Microsoft Excel and proficiency in Word, as well as strong written and verbal communication skills. Given our firm’s complex multi-disciplinary assignments, the successful candidate must be highly motivated, focused on quality performance, and able to work both independently and as part of a team.
Requirements:
- Degree in Business , Accounting, or Engineering will be considered
- 2-5 years relevant experience
- ASA Certification preferred
Location: Milwaukee / Chicago / Philadelphia / NYC)
Base salary: $80K – $120K + Bonus
Manager / Director of Business Development ( NY / NJ / IL / FL)
July 25, 2023 by
Our client is seeking Business Development professionals for their NYC location. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts.
These candidates should have concentrated Business Development experience.
Candidates can come from financial software or a broker dealer. Private Equity experience required.
Responsibilities:
- WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.
- Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events.
- Responsible for managing client relationships and business development within the financial, corporate and asset management communities.
- Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys.
- 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.
- Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets.
- Selling 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.
- Selling financial opinions with respect to valuation, fairness and solvency.
- Continually monitoring certain economic, industry, capital market and company trends and developments.
Requirements:
- Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred. CFA preferred.
- 8+ years of successful Private Equity / Business Development experience selling to businesses and institutions.
- Must have contacts in Private Equity, Hedge Funds, Corporations, CPAs, and Attorneys.
- Experience in Valuation field required.
- Excellent Prospecting skills.
- Long hours and insight and desire to keep up with the M&A service advisors.
Location: NY / NJ / IL / FL (other areas will be considered)
Salary: $120K-$150K range plus Bonus / Commission plan
Valuation Analyst – Chicago, IL
May 24, 2023 by
Our client is a leading financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, financial reporting, restructurings, tangible/intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.
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.
Minimum 1-2 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. Candidates working in Audit or performing financial analysis planning and analysis will be considered.
Must have background/exposure with financial reporting, accounting and valuation issues, as well as financial modeling.
Direct current experience in ASC 718 & 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: Chicago, IL
Base salary: $70K-$80K Base + Bonus package
Tax Associate, Senior, & Manager (NY / MA / FL)
May 22, 2023 by
Responsibilities
- Prepare federal and state corporate, individual, trusts and estates, and partnership returns, including exercising professional judgment with respect to issue identification to develop solutions to tax issues in returns.
- Research tax issues and legislations.
- Interpret tax code.
- Provide and maintain proper documentation to support tax return calculations.
- Analyze depreciation to determine proper methodology for tax impact on client engagements to decide best treatment of disposed for obsolescence and new fixed assets placed in service.
- Make projections on future tax liabilities based on variable options to make client recommendations as part of the tax planning process.
- Interact with client personnel regarding tax return information, deadlines, etc. and keep team informed on status.
- Look for opportunities to provide additional services to clients.
- Keep current on professional announcements.
- Proactively participate in professional development opportunities, i.e. Mentoring Program, Coaching, CPEs, etc.
- Initiate and develop relationship with appropriate levels of the client’s management team.
- Conduct oneself professionally as a representative of the Firm.
- Work beyond standard hours in expected throughout the year.
- Provide training to co-workers on technical areas of tax expertise.
- Give insight and thought leadership to corporate publications on tax matters.
- Minimal travel to client sites may be required.
- Additional responsibilities, not listed above, may be expected as needed.
Qualifications
- Bachelors or Masters degree in Accounting from an accredited college or university. MS in Taxation preferred.
- Must have a CPA license or be eligible to sit for the CPA exam.
- 2+ years relevant experience preferably from the Big 4.
- Must have strong technology skills and be proficient with all aspects of Microsoft Office. Working knowledge and experience with GoSystems Tax RS, ProSystems fx Tax and ProSystems fx Engagement are a plus.
- Must have strong written and verbal communication skills and be able to listen effectively.
- work well under pressure; able to meet deadlines with accuracy.
- Excellent analytical, organization and problem solving skills are a must.
- Ability to learn processes quickly and be able to apply that knowledge to engagements.
- Flexibility and openness to work on a variety of assignments; be able to multi-task.
- Basic knowledge of federal and state tax compliance.
- Team player with desire to be an active participant within the organization.
- Have a strong desire to maintain a customer service approach focused on exceeding expectations in all areas.
- Knowledge of basic tax laws/Generally Accepted Accounting Principles
Location: NY / MA / FL
Salary: Competitive Base Salary + Quarterly Profit-Share & Bonus
Valuation Manager (NYC – Hybrid Role)
May 6, 2023 by
Responsibilities:
- Managing projects and supervising Analysts and Interns
- Performing corporate, fund and asset valuations including analysis of discounted cash flows, capitalization of earnings, comparable companies, merger and acquisition transactions, purchase price allocations, goodwill impairment testing, stock option analysis, illiquid debt investments
- Preparing written valuation reports for client presentation
- Solvency and fairness opinion analyses
- Developing client interaction and participating in due diligence meetings
- Conducting company, industry, and economic research
- Analyzing general economic conditions and industry specific conditions and trends
- Participating in the hiring and training of Interns and Analysts
Requirements:
- 4-year degree necessary with an emphasis in finance or accounting
- Minimum 5-7 years of experience in business valuation. Must have experience in purchase price allocations and other financial reporting related assignments, as well as business valuation experience.
-
Intermediate/advanced understanding of economics, financial theory and/or principles of accounting.
- Excellent verbal and written communication skills
- Proficient computer skills (primarily Excel, Word, and PowerPoint)
- Relationship-focused (with clients, peers, management, etc.)
- Entrepreneurial
- Positive and enthusiastic attitude
- Excels in a team-oriented work environment
- Shows creativity in problem solving
- Accountability and ability to multi-task
- Professional presence
- Strong technical and analytical skills
- Detail-oriented
- Self-motivated with a strong work ethic
Location: NYC (Hybrid Role)
Salary: $105K-$155K range Plus Bonus
Valuation Manager – Portfolio Investments (NYC / NJ / Philadelphia / Chicago)
March 27, 2023 by
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.
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 Valuation Manager – Portfolio Investment will administer independent valuation services for BDC’s, Hedge Funds, LP’s and Private Equity Firms, et al, perform 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 and market approaches, option pricing, waterfall, et al), investment research, financial modeling, financial statement analysis, reporting writing and Fair Value Accounting as well as strong experience with fairness/solvency opinions.
Sample Transaction:
– A solvency opinion for $1.9 Billon recapitalization of one of the world`s top financial advisory and asset management firms
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:
* At least five years of relevant experience.
* Prior Management experience required
* A broad, in-depth knowledge of Portfolio Investment Valuations
* A thorough understanding of valuation theory and practice.
* CFA required
Location: NYC / NJ / Philadelphia / Chicago, IL
Salary: 140,000 – $180,000 plus Bonus
Entry Level Financial Reporting Analyst (Philadelphia Metro)
March 9, 2023 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:
Recent Grad-3 years experience.
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: Philadelphia Metro
Salary: Very Competitive + Bonus package
