Our Client, a public company institutional lender is seeking a Real Estate appraiser for the coastal FL office. Specialization will be in REITs & Valuation.
3+ years of relevant experience required.
Relocation package available.
VP – Business Development (NY Capital Region)
May 7, 2022 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 range + Bonus up to 100%
Sr. Associate – Alternative Investments (NYC)
May 2, 2022 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
Entry Level Financial Reporting Analyst (Philadelphia Metro)
March 9, 2022 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
Machinery and Equipment Appraiser – Tangible Assets Valuation (Multiple Locations)
January 29, 2022 by
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)
January 28, 2022 by
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
Valuation Partner – Forensic & Litigation (PA / MA / TN / FL)
October 11, 2021 by
Responsibilities:
- Generate work through current contacts and connections and actively engages with new contacts to bring in new work.
- Develops and strengthens long-term relationships with senior client management, manages client expectations, and ensures client satisfaction.
- Establishes work plan for each client assignment including assigning tasks and responsibilities, and ensures completion in accordance with plan and client expectations.
- Manages the assignment budget and profitability in area of responsibility.
- Takes a lead role in managing engagements.
- Reviews and prepares reports to ensure analysis adequately supports conclusions reached.
- Provides staff evaluation and guidance during and at the end of each engagement as well as completes annual and semi-annual performance evaluations.
Qualifications:
- Demonstrates proven ability to manage litigation projects from start to finish.
- Demonstrated ability to lead, motivate, develop and coach teams.
- Strong interpersonal skills and active participation in networking.
- Strong project management and problem solving skills.
- Demonstrates strong ability to develop and maintain customer service approach when building and maintaining client relationships.
- Minimum 10 years of related experience.
- Testifying expert experience in matrimonial valuation cases preferred.
- B.S degree in accounting or finance required.
- Professional licenses or credentials; CPA, ASA or CFA preferred.
Location: PA / MA / TN / FL
Salary: Competitive + Bonus
Contact a Recruiter at Careers On The Move
Accounting Manager & Sr. Accountant- General Ledger, Accounts Payable & Accruals (Essex County, NJ)
October 9, 2021 by
Our Client, an innovative healthcare provider is seeking a Senior Accountant to join their Central NJ team.
Responsibilities:
• Review and preparation of monthly/quarterly financial statements
• Process expense reports
• Analysis of chargeback items, including travel and other miscellaneous expenses, including review and
correction of variances
• Cash reconciliation
• 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
• Special projects as assigned
Requirements:
• Bachelor’s Degree in accounting, finance or related field of study and work experience in the accounting field.
• Must be detail-oriented.
• 5-10 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
Analyst – Portfolio Valuation (Boston, MA)
October 5, 2021 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.
2 to 5 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: Boston, MA
Base salary: $60-80k plus bonus & profit-share
Contact a Recruiter at Careers on The Move
VP / Sr. Associate – Corporate Tax Valuation (Remote or Bucks County PA)
October 4, 2021 by
Ideal Candidate will have Private Equity experience from a top tier Accounting firm.
But be skilled in:
- Corporate Tax, Fair Market Value, Corporate Transfer Pricing, Intangibles, Debt Assets, Financial Analysis, Financial Modeling
REQUIREMENTS:
- A bachelor’s degree in accounting, finance, economics or business administration; ASA and/or CFA is credentials a plus
- 6+ years of work experience at top tier accounting firm
- 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 with Remote Option
Salary: $100K-$150K + Generous Bonus & profit-share plan
