JOB ALERT

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

March 14, 2025 by

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
    • 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

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Filed Under: Featured Jobs, Job Alerts, New Jersey, New York, Pennsylvania, Valuation Tagged With: , , , , , , ,

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

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Filed Under: Accounting, California, Colorado, Connecticut, Delaware, Featured Jobs, Florida, Georgia, Louisiana, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, United States, Utah, Valuation, Virginia, Washington DC, West Virginia, Wisconsin Tagged With: , , , ,

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

 

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Filed Under: Accounting, California, Featured Jobs, Valuation Tagged With: , , , , , , , , , , , , , , , , , , ,

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

 

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

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

 

 

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

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

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Filed Under: Accounting, Featured Jobs, Job Alerts, New York, Valuation Tagged With: , , , , , , ,

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

February 5, 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

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

Analysts and Associates – Portfolio Valuation (NYC/ Bucks County, PA / Hybrid)

February 2, 2025 by

Our client is a top rated independent valuation practice.

This candidate should have concentrated financial reporting valuation experience and strong experience with fairness/solvency opinions.  This would include Tax valuation, Litigations, 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.

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.

1 to 4 years  experience, preferably at a valuation or accounting firm, Big 4 experience is a strong plus.

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.

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

** Us Citizenship or Permanent Residency required

Location:  NYC / Bucks County, PA / Hybrid

Base salary: up to $130K plus bonus & generous quarterly profit-share

 

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Filed Under: Featured Jobs, Remote Position, Remote Positions, Valuation Tagged With: , , ,

AVP / Sr. Associate – Trust, Estates, and Gift Tax Valuation (NYC / Central NJ – Remote)

January 30, 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 to their team. 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 3+ years valuation experience required.
  • Minimum 3 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.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills  

 

Stable job history is mandatory.

Relocation assistance would be considered.

Location: NYC / NJ – Remote

Salary: $160K plus bonus

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Filed Under: Accounting, Featured Jobs, New York, Remote Position, Remote Positions, Valuation Tagged With: , , , , , , , , , ,

VP / AVP / Valuation Manager – Financial Reporting (Bucks County, PA / East Coast Hybrid)

January 22, 2025 by

Our client, a leading valuation practice is looking for a Vice President to enhance their Financial Reporting team. The VP will be responsible for performing valuation analyses using income, market and transaction approach and / or option-pricing models. Assignments will consist primarily of valuations performed for financial and tax reporting, including goodwill impairment studies and purchase price allocations, 409A, stock-compensation expense, business enterprise and common stock valuations.

This position will report to the Professional Services Manager and the Engagement Manager specific to current engagements.

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: Bucks County, PA / East Coast Hybrid

Salary: $150K base  + Generous Bonus package.

 

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Filed Under: Featured Jobs, Financial Services, Valuation Tagged With: , , , , , , , , , , , , , , ,
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