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

Contact a Recruiter at Careers On The Move 

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

 

Contact a Recruiter at Careers on The Move 

Accounting Supervisor (Essex County, NJ)

The Accounting Supervisor will lead all aspects of month end closing process in addition managing
accounting staff. Ideal candidate should have strong knowledge of the accounting standards, general ledger
and its relationship with the various sub ledgers. They should also demonstrate strong management
skills and ability to organize.

This is a long-term position with potential for growth as the finance and accounting department grows along with this dynamic company.

Responsibilities:
(Duties may include, but not limited to all or some of the following)

  • Lead the month end closing process (including concurrent reconciliations of all accounts)
  • Refine and document all accounting policies and procedures
  •  Preparation and review of monthly/quarterly financial statements
  • Track metrics used as assumption in accounting – reimbursement discounts and bad debt reserves and charges
  • Review and check postings from various modules, including accounts payable, accounts receivable, fixed assets,
    and expense management to determine accuracy
  • Monthly reconciliations – revenue, A/R, bank, etc.
  • Month end related journal entries
  • Assist special projects as assigned (transition to new accounting system, refining ASC 606 revenue accounting)

Qualifications:
The candidate should have the following requirements as a minimum for the position:

  • Bachelor’s Degree in accounting, finance or related field of study and work experience in the accounting field.
  •  7-10 years of relevant work experience, health care industry would be a plus.
  • Public accounting experience is a plus
  • Must be proficient in Microsoft Office (specifically excel) and Quickbooks.
  • Ability to handle and maintain confidentiality of information.
  • Demonstration of the ability to work in a team-oriented environment.
  • Must be capable of functioning with flexibility in assignments.
  • Must possess strong written and verbal communications.

Location: Essex County, NJ

Salary: Highly Competitive 

 

Contact a Recruiter at Careers On The Move 

Careers On The Move has been awarded for continued excellence in Executive Search services.

Careers On The Move has been awarded for continued excellence in Executive Search services.

 

 

 

 

Accounting & Tax Professionals – Staff Accountant up to Partner level (Nationwide)

Top Advisory firm seeking professionals in Accounting, Assurance, Tax & Audit Nationwide.

Prior recent Public Accounting experience required.

CPAs preferred.

US Citizenship

 

Locations throughout the nation with many job listings in NYC, NorthernNJ, Philadelphia, and New England

 

Contact a Recruiter at Careers On The Move

Associate – Portfolio Valuation (Boston, MA – Bucks County, PA)

Responsibilities:

  • Conduct relevant research on securities, industry, market and competitors
  • Gather and document pertinent data obtained through client interaction
  • Build, modify and utilize financial models for discounted cash flow, guideline market multiple, markettransaction and option valuations
  • Assist junior analysts and perform valuation analyses and use judgment to conclude fair value of relevantsecurities
  • Prepare and review reports to clients

 

 

Requirements:

  • Bachelor’s Degree in Finance or Similar * MBA a plus
  • CFA preferred
  • 3+ years relevant experience
  • Proven technical, analytical and problem solving skills
  • Demonstrated oral and written communication skills; experience working in a team setting and havinginteractions with clients
  • Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements ina team setting
  • Strong work ethic and ability to work flexible hours around critical client due dates

 

 

*** Applicants must have unrestricted authorization to work for any employer in the U.S.

Location: Boston, MA – Bucks County PA

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

Valuation Manager – Corporate Finance (NY / NJ / PA)

Responsibilities

    • 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: 

    • Bachelor’s degree in Finance, Economics, or equivalent field is required.
    • CFA, CEIV, ASA/AM, CPA/ABV, CVA preferred
    • 6 + years of valuation experience, with experience at a valuation firm or at an accounting firm in a valuation practice
    • Experience with on-line databases (S&P Capital IQ) and Internet research of company specific, industry and economic analysis

 

Location: NY / NJ/ PA

Salary: Competitive Base * Plus Bonus

Contact a Recruiter at Careers On The Move 

Associate / Sr. Associate – Business Valuation (Orange County, CA)

Responsibilities:

  • Perform industry research
  • Analyze business plans, as well asperform financial statements and benchmarking analyses
  • Prepare and review model accuracy  including discounted cash flow and transaction methods
  • Prepare reports, proposals, and presentations

Qualifications:

  • Bachelors Degree in Finance or similar.
  • CFA a plus
  • 1+ years of experience in Business Valuation.
  • Excellent written and verbal communication skills.

 

Location: Orange County, CA

Salary: Competitive Base * Plus Bonus Package

Contact a Recruiter at Careers On The Move 

Sr. Associate – Business Valuation (Hybrid: Central NJ / Remote)

** This position will work a hybrid schedule of 3 days in office / 2 days remote

 

Responsibilities:

  • Perform industry research
  • Analyze business plans, as well asperform financial statements and benchmarking analyses
  • Prepare and review model accuracy  including discounted cash flow and transaction methods
  • Prepare reports, proposals, and presentations

Qualifications:

  • Bachelors Degree in Finance or similar.
  • CFA a plus
  • 3+ years of experience in Business Valuation.
  • Excellent written and verbal communication skills.

 

Location: Hybrid : Central NJ / Remote

Salary: Competitive Base * Plus Bonus Package

Contact a Recruiter at Careers On The Move 

Careers on the Move