JOB ALERT

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

September 5, 2021 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
    • 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 

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

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

June 26, 2021 by

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 

 

 

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

Associate / Sr. Associate (Remote – Nationwide)

June 12, 2021 by

Our client is looking for a full remote valuation associate. Candidates nationwide will be considered.

 

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.

2-4 years experience required in financial reporting / complex securities

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.

 

Must have U.S citizenship or permanent residency.

 

Location: Remote (Nationwide)

Salary: 80K range base + 40K range bonus

Contact a Recruiter at Careers On The Move 

 

 

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

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

May 7, 2021 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

Salary: $100K-$120K + Bonus

 

Contact a Recruiter at Careers On The Move 

 

 

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

Financial Analyst – Portfolio Valuation (Bucks County PA / NYC / Boston, MA)

April 24, 2021 by

Our client is a top rated independent valuation practice seeking an analysts for immediate start to join their portfolio securities 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.

2-5 years experience required. CFA / CPA a plus

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: Competitive Base * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

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

Sr. Associate up to VP – Valuation (Portland, OR)

April 4, 2021 by
  • Business Valuation
  • Forensic Analysis and Expert Testimony Services
  • Financial Opinion Services

 

Core Areas requirements:

Litigation Support

Fair Market Value

Shareholder Disputes

Property Tax

 

Requirements:

  • Bachelors Degree in Finance or other similar
  • CFA, CVA, CBA, and/or ABV a plus
  • 5+ years’ experience in business valuation with litigation valuation experience highly desired

Location: Portland, OR

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

Filed Under: Featured Jobs, Job Alerts, Oregon, Valuation

Valuation Analyst – Financial Reporting Valuation (Tampa, FL)

March 20, 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:  Tampa, FL

Base salary: $60-80k  plus bonus & profit-share

 

Contact a Recruiter at Careers on The Move 

Filed Under: Featured Jobs, Florida, Valuation

Tax Senior (Houston, TX)

February 18, 2021 by

Responsibilities:

  • Complete moderately complex projects accurately, thoroughly, and efficiently
  • Participate in staff training and tax department meetings
  • Prepare high level corporate and individual  returns, familiar with various state tax returns, major credits, current relief acts, and prepare provisions/Fin 48 analysis
  • Provide assistance to peers and others when requested
  • Create positive impression with client by exhibiting professional competence and ability
  • Put forth a diligent effort to pass CPA Exam and advance technical knowledge
  • Proactively participates in professional development opportunities, i.e. Mentoring Program
  • Recognize extended to tax service opportunities at client and brings them to the attention of upper management

Qualifications:

  • Bachelor’s Degree in Accounting or similar. Master’s a plus.
  • Eligible to sit for the CPA Exam, or current CPA credentials preferred.
  • 2-5 years of relevant experience.
  • Understand all aspects of engagement
  • Demonstrate knowledge of accounting principles and tax standards to effectively supervise staff and solve routine engagement principles.
  • Strong technology skills, with proficiency in Axcess
  • Strong communication and interpersonal skills
  • Analytical and problem solving skills
  • Ability to meet deadlines with accuracy
  • Effective listening skills
  • Time management skills
  • Effectively articulates basic tax and business issues and their resolutions
  • Exhibit effective listening and verbal skills as demonstrated by engagement behavior and staff performance

 

ocation: Houston, TX

Salary: Competitive Compensation package

Contact a Recruiter at Careers On The Move 

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

Senior Valuation Manager (NYC)

February 17, 2021 by
Responsibilities:
 
  • Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of investments
  • Manage managers and staff in the preparation of valuations for closely held or publicly traded companies with a focus on the alternative investment space.
  •  Participate in business development and origination activities
  • Work with financial models including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models.
  • Perform analyses on financial and economic data, subject companies, guideline companies, industries and markets, and other types of fund and investment analysis.
  • Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers
 
Qualifications:
  •  Bachelor’s Degree In finance or Similar. MBA Preferred.
  • CFA / CPA / ABV / CMA preferred.
  • A minimum of eight 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
  • Advanced finance, financial modeling, accounting, and analytical abilities
  •  Excellent written and verbal communication skills and the ability to work well in a team environment and/or independently
  • Strong work ethic, ability to multitask, presentation, organizational and problem-solving skills, and attention to detail

Location: NYC

Salary: Competitive Base * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

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

Vice President – Portfolio Valuation (Bucks County, PA / NYC / San Francisco, CA)

February 17, 2021 by

Our client is a top rated independent valuation practice seeking an experienced portfolio valuation associate to join their NYC office at the VP level. The Vice President will be in charge of conducting valuations of various securities for investment companies (hedge funds, BDCs, etc.). These assignments will consist of but not be limited to illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products.

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:

  • Managing  and working 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.
  • Valuation of illiquid securities for hedge funds, private equity funds and business development companies.
  • Gather and document pertinent data obtained through client interaction.
  • Create and utilize financial models for discounted cash flow, guideline market multiple, market transaction and option valuations.
  • 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  relayresults to clients.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  •  7-15 years’ experience in financial services
  • Extensive experience with debt instruments and credit analysis
  • Proven technical, analytical and problem solving skills
  • Demonstrated oral and written communication skills; experience working in a team setting and having interactions with clients.
  • Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

 

 

Green card and/or US Citizenship is required

 

 

Location: Bucks County, PA / NYC / San Francisco, CA

Salary: Highly Competitive Base + Quarterly & Year-end Bonuses

Contact a Recruiter at Careers On The Move 

 

Filed Under: Featured Jobs, Financial Services, Job Alerts, New York, Valuation
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