Careers On The Move CEO, Richelle Konian spends the day at the Saratoga Race Course with her alma mater University at Albany, SUNY where she serves as Past President of the Alumni Association Board of Directors. The Alumni Association Board of Directors meeting was held Friday, July 15, 2022 at SUNY Empire State College in Saratoga Springs.
Sr. Associate / Manager – Valuation (Northeast / Mid-Atlantic / Remote Option)
Our Client, an advisory firm with locations across the U.S is seeking a Sr. Associate / Manager for they Corporate Advisory and Valuation Services team. The position is flexible with a remote option and will cover the Northeast / Mid-Atlantic territory.
Responsibilities:
- Serve as the lead on engagements and interact directly with all internal and external stakeholders.
- Assist in the training, development, and mentoring of junior staff.
- Perform in-depth company, industry, market, economic, and competitor research.
- Gather data pertinent to the engagement through public and proprietary data research, and direct client interaction.
- Prepare written communications of both qualitative and quantitative research results in a clear and concise manner.
- Develop and manipulate financial models for discounted cash flow, market multiples, and market transaction analyses.
Requirements:
- Bachelor’s degree in Finance, or related field, with sufficient accounting course work from an accredited college or university.
- 4-7 years of relevant experience.
- ASA, CPA, CFA, MBA a plus, but not required.
- A solid understanding of financial valuation theory, methodologies, and applications.
- Prior experience in financial reporting valuation including familiarity with ASC 805, ASC 350 and IRC 409a.
- Strong analytical abilities paired with excellent verbal and written communication skills.
- Exceptional work ethic with the ability to master new tasks quickly.
- Strong knowledge of Microsoft Office, specifically Excel and Word.
- Capacity to build and maintain strong relationships with internal and client personnel.
- Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel.
- Executive presence and ability to act as primary contact on assigned engagements.
- Ability to successfully interact with professionals at all levels.
Location: Northeast / Mid-Atlantic / Remote Option
Salary: $90K-$150 range Plus Bonus
Manager/ Sr. Manager – Valuation (Northeast / Mid-Atlantic/ Remote Option)
Our Client, an advisory firm with locations across the U.S is seeking a Manager / Sr. Manager for they Corporate Advisory and Valuation Services team. The position is flexible with a remote option and will cover the Northeast / Mid-Atlantic territory.
Responsibilities:
- Serve as the lead on engagements and interact directly with all internal and external stakeholders.
- Assist in the training, development, and mentoring of junior staff.
- Perform in-depth company, industry, market, economic, and competitor research.
- Gather data pertinent to the engagement through public and proprietary data research, and direct client interaction.
- Prepare written communications of both qualitative and quantitative research results in a clear and concise manner.
- Develop and manipulate financial models for discounted cash flow, market multiples, and market transaction analyses.
Requirements:
- Bachelor’s degree in Finance, or related field, with sufficient accounting course work from an accredited college or university.
- 4-7 years of relevant experience.
- ASA, CPA, CFA, MBA a plus, but not required.
- A solid understanding of financial valuation theory, methodologies, and applications.
- Prior experience in financial reporting valuation including familiarity with ASC 805, ASC 350 and IRC 409a.
- Strong analytical abilities paired with excellent verbal and written communication skills.
- Exceptional work ethic with the ability to master new tasks quickly.
- Strong knowledge of Microsoft Office, specifically Excel and Word.
- Capacity to build and maintain strong relationships with internal and client personnel.
- Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel.
- Executive presence and ability to act as primary contact on assigned engagements.
- Ability to successfully interact with professionals at all levels.
Location: Northeast / Mid-Atlantic / Remote Option
Salary: $130K-$180 range Plus Bonus
Careers On The Move CEO, Richelle Konian attends the University at Albany Excellence Awards Gala
Careers On The Move CEO, Richelle Konian at the University at Albany Excellence Awards Gala on Saturday April 30, 2022 at the Rolferts Roost Country Club. Ms. Konian is serving as Immediate Past President of the University at Albany Alumni Association Board of Directors and was the recipient of the “Outstanding Young Alumni” award in 2008. A decade later, Ms. Konian delivered the keynote at the School of Business Commencement Ceremony in 2018.
Photo Credit: Stephanie Snyder
Tax Manager / Senior Manager (Suffolk County, NY)
Our client, a leading advisory firm is seeking experienced Tax Mangers to join their Long Island team.
Requirements:
- Bachelors Degree in Finance or similar, Master’s Degree in Taxation is preferred
- CPA required
- 7 – 15 years of experience specifically handling real estate partnerships with some experience handling REITS and corporate structures involving real estate
- Strong Subchapter K (partnership) skills
- Excellent communication skills (both verbal and written)
- The ability to manage client relationships
- The ability to plan for and oversee the timely completion of engagements
- The candidate should be presentable, personable and demonstrate partner potential
- Very good training skills and the ability to supervise large engagements
- Excellent judgement and the ability to work independently
- Past experience should demonstrate career stability
H-1B applicants welcome.
Location: Suffolk County, NY
Salary: $115K – $150k range
Valuation Manager – Intangible Assets (NYC)
Responsibilities:
- Manage and deliver business and intangible valuations for mergers and acquisitions, financial reporting, tax and regulatory compliance, restructuring and reorganization, corporate services and management planning purposes
- Design the scope of work for engagements, oversee day-to-day activities, assume responsibility for quality control and accuracy of client deliverables, and effectively manage risk associated with engagements
- Build, maintain, and enhance client relationships
- Perform reviews of third party appraisals for audit support purposes
- Supervise and mentor staff; provide timely and effective performance feedback and training
- Assist in business development efforts; collaborate with other branches to build cross-functional relationships
Qualifications:
- Bachelor’s degree in accounting, finance, economics, or business from an accredited college/university;
- A minimum of five years of financial advisory and valuation experience within a business valuation firm or valuation practice of an audit, tax and advisory firm with a strong finance and/or accounting background
- ABV credentials a plus
- Significant experience with valuations of business entities and intangible assets, purchase price allocations, analyzing goodwill and long lived asset impairment, supporting a company’s value for bidding or asking price plans, litigation support, and financial analysis and research
- Excellent written and verbal communication skills, solid analytical and financial modeling skills, the ability to work well in a team environment and a commitment to mentoring and developing staff
- Demonstrated ability to oversee multiple valuation engagements and manage client relationships
Location: NYC
Salary: $115K range * Plus Quarterly & Year End Bonus
Valuation Associate (NYC)
Our client is an independent valuation firm with a 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 mixed position that will assist in both Complex Assets & Financial Reporting Valuation
Required Experience:
- Bachelors degree in Finance, Economics or related field with a demonstrated aptitude in quantitative and qualitative analysis. MBA preferred.
- 2-3 years valuation experience in Complex Securities and/or Financial Reporting
- Experience in
- ASC 718
- 409A
- Goodwill Impairment
- Options and warrants
- PPAs
- Tax / Financial Reporting Valuations
- Ability to work on multiple engagements
- Experience working at a valuation firm or at an accounting firm in a valuation practice
- Strong writing and presentation skills
- 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
- Positive attitude and a strong work ethic
- Valuation credentials, or pursuit of such credentials, a plus (ASA/AM, CPA/ABV, CVA, AVA, CFA)
Location: New York City, NY
Salary: $75K-90K range
Entry Level Valuation Associate – Portfolio Securities (NYC)
Our client is a fast growing valuation firm based in Manhattan, with additional offices located nationwide. Clients include hedge funds, private companies, high-net-worth individuals, public firms and other large financial institutions.
Seeking an entry level Valuation Associate, Portfolio Securities candidate to assist the business valuation group with client management, which involves gathering data, performing financial valuation services and due diligence, writing final valuation reports, as well as support business development initiatives.
Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• 0-1 year experience
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparable.
• Strong quantitative skills.
• Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
• Strong technical skills including Word and PowerPoint skills
Location: NYC
Salary: $65K range Plus Bonus
Machinery and Equipment Appraiser – Tangible Assets Valuation (Multiple Locations)
Our client, a top rated valuation firm is seeking an Appraiser of Tangible Assets with experience valuing fixed assets for financial reporting under GAAP or IFRS, purchase price allocation, fixed asset due diligence, fresh start accounting, fixed asset reconciliation, mergers and acquisitions, insurance, property tax consulting, bankruptcy/liquidation studies, and impairment issues for various types of businesses. Valuation experience will span across diverse industries.
Requirements:
- Bachelors Degree in Business Administration or Accounting from a top rated University.
- 5-8 years relevant experience
- ASA Certification preferred
– US Citizenship Required –
Location: Bucks County, PA – San Francisco, CA – Cincinnati, OH – Chicago, IL – Milwaukee, WI
Base salary: up to $95K plus generous profit-share and Wall Street Bonus
Contact a Recruiter at Careers On The Move
SVP – Valuation (Bay Area, CA)
Requirements:
- Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree (MBA) and/or CFA Designation (or CFA candidate) preferred.
- Minimum 10 years experience, preferably at a valuation or accounting 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. 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
Location: San Francisco, CA
Base salary: Competitive Base Salary + Generous Quarterly Bonus and Year-End Bonus