JOB ALERT

Manager / Sr. Manager Matrimonial Litigation / Forensic Accounting- (Remote – Northeast / Mid Atlantic)

September 10, 2020 by

Our client is a top financial advisory firm is looking to grow their litigation consulting practice, which is small yet growing.

Key Responsibilities:

  • Manage multiple complex matrimonial litigation projects.
  • Perform advanced financial analysis including asset tracing, lifestyle analysis, business valuation, cash flow analysis, income available for support, and settlement structuring .
  • Communicate and review results with clients in a timely and efficient manner .
  • Maintain and develop positive, productive, and professional relationships with clients and colleagues

 

Qualifications:

  • Minimum Bachelor’s degree in Accounting or Finance.
  • Advanced degrees including MBA or JD highly desired.
  • Preferred certifications: CPA; ASA/CVA/ABV; CFF; and CDFA
  • Training in divorce mediation and collaborative law highly desired
  • Five plus years’ experience in litigation and matrimonial forensics highly desired
  • Excellent written and verbal communication skills
  • Open to forensic accountants who have asset tracing experience with openness to applying this skill to matrimonial litigation

 

 

 

Location: Remote but must reside within driving distance to Central NJ

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, New Jersey, New York, Valuation Tagged With: , , , , , , , , , , , , , , , , , , , , ,

Financial Analyst, Energy – Portfolio Valuation (NYC / Philadelphia Metro)

May 14, 2020 by

Our client is an independent valuation firm with a 30 year track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.

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. Excellent opportunity to work on top deals, gain and develop key industry contacts.

Our client is seeking a Financial Analyst – Energy. The ideal candidate must possess a strong financial modeling background, as well as have an analytical orientation and business development skills. Expertise in the Energy sector is necessary. This position is great for a candidate interested in gaining experience with a variety of investment securities and valuation methodologies, as well a pursuing a CFA designation.

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 subsectors within the energy sector, including, but not limited to, oil and gas exploration and production, oil and gas midstream, oil and gas downstream, MLPs, cogeneration, renewable energy, etc., using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.
  • Prepare formal client reports.

Qualifications:

  • Bachelors Degree in Business Administration, Finance or related field. Masters degree is required. Coursework in valuation or securities analysis is a plus.
  • 2-5 years of relevant energy-focused work experience. Master Limited Partnerships (MLP) and Exploration & Production (E&P) Market experience is required.
  • Background in credit analysis is preferred.
  • Advanced, working knowledge of Excel.
  • Strong oral and written communication skills and superior analytical capabilities are imperative.
  • 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.

 

Location: NYC / Philadelphia Metro

Salary: Competitive Base Plus Quarterly Profit-Share and Wall Street Bonus

 

Contact a Recruiter at Careers On The Move 

 

 

Filed Under: Financial Services, New Jersey, New York, Texas, Valuation Tagged With: , , , , , , , , , ,

Senior Associate – Real Estate Tax – Stamford, CT

April 15, 2020 by

Our Client, a Fortune 500 firm has an opening for a Senior Associate at their Stamford office. Ideal candidate will have public accounting experience preferably at a Big 4.

Position will specialize in Real Estate Tax and associate will provide tax compliance and advisory services.

SKILLS & REQUIREMENTS:
Bachelor’s degree in accounting, finance, economics or business administration; CPA required
2 – 5 years of experience accounting and/or corporate tax experience.
Excellent verbal and written communication skills
Works well under pressure and client deadlines

Location: Stamford, CT
Salary: Competitive Base Salary + Bonus

 

Contact a Recruiter at Careers On The Move

 

 

 

Filed Under: Accounting, Connecticut, Financial Services, Job Alerts, New England, Valuation Tagged With: , , , , , , ,

Business Development Manager / Senior Associate (San Francisco, CA)

November 16, 2019 by

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory  that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions. They are seeking Business Development professionals for two locations. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts. This firm has a phenomenal work environment that is very supportive.

These candidates should have concentrated Business Development experience.  Must have experience with Financial Statement, Private Equity, and some entrepreneurial or start up experience is a plus.

Candidates can come from financial software or a broker dealer. Possible backgrounds would include Financial Advisors or Loan Officers looking to leverage into the Private Equity / Hedge Fund arena.  Client will train on their product line. This position will support a certain market initiative into BDCs and PE.

MBA preferred.

 

** Role will include 25-35% travel

 

Relocation assistance possible for exceptional candidate.

 

Responsibilities:

  • WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.
  • Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;
  • Responsible for managing client relationships and business development within the financial, corporate and asset management communities
  • Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;
  • Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.
  • Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;
  • Selling financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;
  • Selling financial opinions with respect to valuation, fairness and solvency;
  • Continually monitoring certain economic, industry, capital market and company trends and developments;

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • Minimum seven to 10 years of successful Business Development experience selling to businesses and institutions.
  • Experience in Valuation field required
  • Excellent Prospecting skills
  • Long hours and insight and desire to keep up with the M&A service advisors

 

Location: San Francisco, CA

Salary: $100K -$150K range  plus  Bonus / Commission plan

Contact a Recruiter at Careers On The Move 

 

 

Filed Under: California, Financial Services, Sales, Valuation

Senior Vice President / Sr. Manager Valuation – Chicago, IL

November 6, 2019 by

Our client is an independent valuation firm with a 30 year track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.

Excellent opportunity to work on top deals, gain and develop key industry contacts, and be responsible for revenue generation. This senior leadership position is that of a Doer /Seller, and manage valuation engagements while being instrumental in business development activities.

 

Responsibilities:

Providing financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;

Rendering financial opinions with respect to valuation, fairness and solvency;

Performing valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

Performing detailed due diligence including site visitations, management interviews, review of strategic alternatives and legal documentation as well as business, financial, industry, and market research and analysis;

Constructing and maintaining sophisticated, scenario driven financial and valuation models including analysis of financing alternatives, cash flow and IRR analysis, LBO/debt repayment analysis, accretion/dilution analysis, sum-of-the-parts valuation, discounted cash flow valuation, comparable public company valuation, comparable merger and acquisition valuation, loan pricing and derivative pricing;

Continually monitoring certain economic, industry, capital market and company trends and developments;

Preparing and presenting detailed financial analyses and reports to directors, senior managers, lenders and shareholders;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys on a daily basis;

Managing multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment;

Developing and maintaining relationships with existing clients through periodic conversations and meetings;

Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.

 

Requirements:

* 10-12 years experience in Valuation
* Track record of Sales Generation
* Experience working in the merger and acquisition environment supporting the needs of M&A attorneys, Private Equity and lenders
* Long hours and insight and desire to keep up with the M&A service advisors
* Bachelors Degree, MBA a plus
* CFA a plus

 

Location: Chicago, IL

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

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

Fixed Income Accounts Manager – NYC

May 2, 2019 by

Our Client an Industry expert in Credit & Risk Analysis is currently seeking a Sales Manager in NYC. Candidate will be part of the Strategic Accounts Team and be responsible for managing commercial relationships and sales.

This is a direct sales, target based performance position. You will be expected to develop relationships within the existing client base, as well as retain and grow existing revenue.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or related field is preferred.
  • 4+ years of sales/business development experience with a proven track record in managing client relationships, developing business and growing revenue streams, achieving goals consistently year after year.
  • Deep knowledge of accounts and marketing dynamics.
  • Ability to develop customer relationships and commercial engagement at all levels.
  • Knowledge of risk analysis and modelling.
  • Excellent communication skills, both written and verbal.

 

** Role will require 30% travel.

 

Location: NYC

Salary: $170K Base (OTE approx. $270K)

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, Job Alerts, New York, Sales

Marketing Manager – Debt Capital Markets – NYC

November 17, 2018 by

Our Client an Industry expert in Credit & Risk Analysis is seeking an experienced Marketing Manager for their NYC office. The Marketing Manager will be responsible for designing and delivering a campaign strategy, utilizing all applicable channels.

Position will work with other departments to design and execute solution-specific campaigns. as well as, identify and seek input from relevant stakeholders, analyze past marketing campaigns and historical sales data to develop demand generation strategy.

 

** Ideal candidate will have a creative mindset and exceptional interpersonal skills.

 

*** Role Requires 30% travel.

 

Requirements:

  • Bachelor’s Degree in Marketing or similar. Finance knowledge, a strong plus.
  • 10+ years of marketing experience, with 5+ years of experience in campaign management
  • Experience in creating multi-stage, multi-asset, multi-channel marketing campaigns
  • Experience with Marketing Automation
  • Copywriting skills appropriate for demand generation
  • Experience with CRM

 

Location: NYC

Salary: $120K-$125K Base + Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, Job Alerts, New York Tagged With: , , ,

Marketing Director – Debt Markets Solutions (NYC)

October 11, 2018 by

Our Client an Industry expert in Credit & Risk Analysis is currently seeking a Marketing Director of Debt Market Solutions Sales in NYC. The Marketing Director will be responsible for the design and implementation of comprehensive marketing strategies to generate demand and leads.

Position will guide centralized marketing team and evaluate new media technologies. as well as participate in branding and corporate identity efforts.

 

Managing and maximizing the use of the budget is essential to this role.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or related field is preferred.
  • 12+ years experience in Marketing experience in a financial setting
  • Thorough Understanding of Fixed Income and Credit Markets
  • Proven track record in lead generation.
  • Excellent communication skills, both written and verbal.

Location: NYC

Salary: Very Competitive

 

Contact a Recruiter at Careers On The Move 

 

 

Filed Under: Financial Services, Job Alerts, New York Tagged With: , , , , , , ,

Manager, Forensic Accounting (Central, NJ)

September 26, 2018 by

Our client is a top 20 CPA firm currently seeking a Forensic Accounting Manager for their Financial Advisory and Litigation Services groups. 

Manager will work with other managers and partners on client communication and practice development.

 

Responsibilities:

Financial, Accounting, and Economic analyses development.

Maintain and adhere to client confidentiality. Communication with these clients and counsel on strategy and documents.

Interpreting financial information and records, as well as summarizing them.

Report preparation and critique.

 

Requirements:

Bachelor’s degree in Accounting, Finance, Economics, or related degree, with a minor or concentration in Data Analytics, MIS, or statistics, from an accredited college/university;

CPA / CFF , CFE preferred

Minimum 6 years experience, public accounting and/or consulting experience in audit, litigation support, business valuation and/or forensics

Strong communication and technical writing skills.

 

Ability to oversee and delegate responsibilities amongst a team.

 

Location: Central, NJ

Salary: Competitive

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Financial Services, Job Alerts, New Jersey Tagged With: , , , , , , , , , , ,

Financial Associate – Forensic Accounting (Central NJ)

September 26, 2018 by

Our client is a top 20 CPA firm currently seeking a Forensic Accounting Associate for their Financial Advisory and Litigation Services groups.

Associate will work with managers and partners on client communication and practice development.

Responsibilities:
Financial, Accounting, and Economic analyses development.
Maintain and adhere to client confidentiality. Interaction with these clients and counsel on strategy and documents.
Interpreting financial information and records, as well as summarizing them.
Report preparation and critique.

Requirements:
Bachelor’s degree in Accounting, Finance, Economics, or related degree, with a minor or concentration in Data Analytics, MIS, or statistics, from an accredited college/university;
CPA / CFF , CFE preferred
0-4 years experience, public accounting and/or consulting experience in audit, litigation support, business valuation and/or forensics
Strong communication and technical writing skills.

Location: Central, NJ
Salary: Competitive

 

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Financial Services, New Jersey Tagged With: , , , , , ,
Careers on the Move