JOB ALERT

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

Contact a Recruiter at Careers On The Move 

Filed Under: Featured Jobs, Financial Services, Illinois, Job Alerts, Valuation Tagged With: , , , , , , , , , , ,

SVP – Financial Reporting Valuation (Boston, MA)

April 14, 2023 by

This candidate will be on track to lead and grow an office.

 

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:  Boston, MA

Base salary: Competitive Base Salary + Generous Quarterly Bonus  and Year-End Bonus

 

Contact a Recruiter at Careers on The Move 

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

Marketing Finance Analyst (NYC / Saratoga, NY)

March 23, 2023 by

Our client, a consumer products firm is seeking a Marketing Finance analyst for their growing financial planning and analysis team to analyze and help support profitable growth through the organization. Position will be in office 4 days per week in NYC or Saratoga, NY. This company has a stellar work environment that provides excellent benefits and great perks such as half day Fridays and catered lunch.

Responsibilities:

  • Conduct in-depth analyses and research focused on areas such as sales/ marketing promotions, annual business reviews, volume, distribution, velocity, competitor analysis, etc.
  • Prepare detail of work plans and schedule, complete detailed analysis and research, identify options for new business ventures
  • Develop and prepare reports for brand marketers and the functional leaders; recommends action or change for assigned projects
  • Analyze general market and specific business conditions trends and prepares forecasts to support current and future business decisions
  • Deliver foundational trade analytics through performing ongoing promo analysis (ROI, volume, lift, etc.) on assigned accounts, and deliver compelling summaries for activation
  • Maintain and disseminate promotional scorecards on ongoing basis
  • Coordinate analysis of invoice pricing discrepancies amongst analyst in accounting and sales
  • Determine root cause of pricing discrepancies and drive resolution and future corrective actions
  • Understand the wider differences across items/retailers/support mechanisms and help aggregate learnings for annual planning process into specific guardrails and guidelines
  • Perform monthly variance analysis of actual financial performance vs. budget / forecast with marketing spend

Requirements:

  • Marketing Degree or similar in Finance or Accounting.
  • 3+ years of experience in planning, analysis, or financial management; with at least one year in a CPG or consumer goods company
  • Proven leadership ability and strength is building internal relationships
  • Excellent quantitative and analytics skills
  • Strong attention to detail and accuracy
  • Advanced Excel skills associates with large volume data sets
  • Ability to identify key business drivers to align finance department resources against the most important needs of the business

 

Location: NYC or Saratoga, NY

Salary: $70K-$100K range plus individual bonus and company performance bonus

Contact a Recruiter at Careers On The Move 

 

Filed Under: Accounting, Consumer Products, Featured Jobs, Job Alerts, Marketing, New York Tagged With: , , , ,

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

 

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

Valuation Analyst – Financial Reporting (Atlanta, GA / Chicago, IL / Dallas, TX)

February 16, 2023 by

Responsibilities:

  • Conduct research on clients, competitors, industry, and capital markets, including market multiples and comparable ratios.
  • Build, modify and utilize financial models for equity, business enterprise and intangible asset valuation using accepted and relevant approaches and theory.
  • Gather and document pertinent data obtained through client interaction.
  • Assist in the valuation of certain interests across a wide range of industries using relevant qualitative informationgathered and through the application of proprietary quantitative valuation models.
  • Assist in preparing formal client report and presentation materials.

 

Requirements:

  • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus.
  •  ASA, CFA, CPA or ABV designations is a plus.
  • Working/advanced knowledge of Excel
  • Self-starter with 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:  Atlanta, GA – Chicago, IL – Dallas, TX

Base salary: Competitive Base Salary + Generous Quarterly Bonus  and Year-End Bonus

 

Contact a Recruiter at Careers on The Move 

Filed Under: Featured Jobs, Georgia, Illinois, Job Alerts, Valuation

VP – Business Development (NY Capital Region)

January 24, 2023 by

Our Client is seeking a veteran salesperson to join our growing team of investment professionals in the Capital Region. Ideal candidate will have proven sales ability and regional contacts who would benefit from asset management capabilities.  This role will enhance the individual’s career path plus work hand-in-hand with Sales to support the firm’s overall business development.

Responsibilities: 

• Effectively identify, qualify, and track progress of prospects to become new relationships for the firm.​
o Primary Focus – High net worth individuals
o Secondary Focus – Regional entities, small businesses, endowments, foundations & associations​
• Develop leads list with to show potential for $50-100M of new business; 1st year production target commensurate to experience
• Utilize Salesforce for pipeline and new business development reporting​​
• Understand and effectively communicate investment philosophy, process and solutions.​
• Provide recommendations for active market engagement and product positioning.

Qualifications & Experience:​

• Proven success in high net worth sales and/or investment management, preferably within the financial services industry
• Experience, knowledge and relationship management within the Capital Region
• Series 7 & 66 securities licenses (must be acquired within first 3 months of hire).
• Bachelor’s Degree.  Master’s a plus.
• Excellent communications and presentation skills
• Must be an entrepreneurial, self-starter as well as a team player.
• Position is onsite yet requires extensive regional travel

Location: NY Capital Region

Salary: $125K-$150K base + Bonus up to 100%

 

Contact a Recruiter at Careers On The Move 

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

Junior Complex Securities Associate (NYC)

January 8, 2023 by

Our client is a top rated independent valuation practice seeking associates to join their team. 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.

Recent grads -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: New York, NY

Salary: $55K-$70K Plus Quarterly & Year End Bonus

Filed Under: Featured Jobs, Hot Spot, Job Alerts, New York Tagged With: , ,

Junior Analyst – Portfolio Valuation (Bucks County PA / NYC)

November 14, 2022 by

Our client is a top rated independent valuation practice seeking an analyst to join their team . This role will primarily perform valuations of various investment securities for hedge funds and other investment companies. Such securities consist of illiquid investments such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products and other unique securities.

Responsibilities:

Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.

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.

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:

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance. Any coursework in valuation or securities analysis a plus.

Recent Grad – 3 years experience dependent on relevant work experience and education. (3.4 GPA or higher required)

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: Bucks County PA / NYC

Salary: $55K-$70K range Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

 

 

Filed Under: Featured Jobs, Job Alerts, Massachusetts, Pennsylvania, Valuation Tagged With: , ,

Sr. Associate – Private Equity (NYC / Chicago / Hybrid Remote option)

November 14, 2022 by

Our Client, a Venture Capital and Private Equity Firm is looking for a Valuation Associate to work on a small team that will support the finance team and focus on activities related to financial reporting and valuation across the fund’s credit and equity investments.

 

Responsibilities:

  • Quarterly valuations of illiquid securities across a variety of asset classes including senior debt, warrants, common equity and preferred equity.
  • Experience utilizing a variety of valuation approaches including discounted cash flow, market multiples, market transaction and option pricing analyses.
  • Complete activities surrounding the year end valuation audits, third party valuation reviews, and other various audit inquiries regarding processes and conclusions.
  • Assist with the preparation of valuation materials for presentation to valuation and audit committees
  • Manage and work directly with third-party valuation consultants who assist with the quarterly valuation process.
  • Assist with the maintenance and support of the firm’s iLevel cloud-based reporting platform.
  • Provide additional analysis or support as needed.

 

Requirements:

  • Bachelor’s degree in Finance or similar with strong record of academic performance.
  • 2-4 years of valuation experience within a consulting organization, public accounting firm or an alternative investment firm.
  • Sound understanding of valuation principles and basic credit risk metrics
  • Strong knowledge of all Microsoft Office products is required
  • Experience with CapitalIQ and Pitchbook strongly preferred.

Location: NYC or Chicago, IL (Hybrid Remote)

Salary: $120K-$140K range Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Featured Jobs, Illinois, Job Alerts, Remote Position, Remote Positions, Valuation Tagged With: , , , , , , , , , ,

M&A Professional (Remote Position)

July 7, 2022 by

Our Client, a Global Acquisition Firm is seeking a M&A professional in the US with a successful track record of completing deals within the country. The intention is to acquire & invest in companies in the US and are looking for a skilled, motivated, and experienced individual within the M&A sector to work with us in creating successful opportunities and completing deals.

 

Requirements:

Bachelors Degree in Finance, Business, or similar

CPA a plus

Big 4 accounting firm experience preferred

Familiarity with the M&A market in the US

5 years+ in an M&A business (Buy side)

 

*** Must have U.S citizenship or permanent residency

 

Location: Nationwide

Salary: $100K-150K range  and up depending upon experience

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Featured Jobs, Remote Position, Remote Positions, Valuation Tagged With: , , , ,
Careers on the Move