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

 

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Valuation Partner – Forensic & Litigation (PA / MA / TN / FL)

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

 

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Accounting Manager & Sr. Accountant- General Ledger, Accounts Payable & Accruals (Essex County, NJ)

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 

 

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Analyst – Portfolio Valuation (Boston, MA)

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

 

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VP / Sr. Associate – Corporate Tax Valuation (Remote or Bucks County PA)

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

 

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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

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

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

 

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SVP – Financial Reporting Valuation (Boston, MA)

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

 

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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

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Valuation Analysts up to Sr. Managers (Philadelphia with Remote Option)

Our Client, a well rounded Advisory Firm is seeking Associates Analyst up to Senior Manager level. Base is in Philadelphia Metro but there is an option for remote work.

Responsibilities:

  • Perform Valuation analysis on a variety of private and public entities.
  • Design complex financial models.
  • Gather data pertinent to engagement through client interaction.
  • Perform in-depth client, industry, market, and economic research.
  • Display ability to work both independently as well as in a team dynamic

 

Requirements:

  • Bachelor’s Degree in Finance, Business, Quant, or similar, Masters a plus
  • CFA , FRM preferred
  • Proficiency with valuation models and financial engineering programs
  • Ability to manage  multiple projects in a fast paced environment
  • Self Starter
  • Possible willingness to travel (Less than 20% of time)

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

 

Location: Philadelphia, PA / Remote

Salary: Competitive

 

Contact a Recruiter at Careers On The Move