JOB ALERT

Sales Specialist – FinTech – NYC

August 28, 2018 by

Our Client an Industry expert in Credit & Risk Analysis is currently seeking a high-profile Sales Specialist in NYC. Candidate will serve as a leader for the sales team during pre-sales qualification, trials, demo’s, and provide support throughout client acquisition.  As well as, assist the product team to ensure the company’s value proposition is well crafted and connected for sales opportunities of new products.

*** Role Requires 30% travel.

 

Responsibilities:

  • Closing and acquiring new Clients. (which may include outbound calls, demonstrations, meetings, and conferences)
  • Execute new business sales through direct client engagement.
  • Execute sales strategies and sales campaigns
  • Consistently reach / exceed sales and activity goals on a monthly basis
  • Organize, manage, and report sales progression and performance.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or related field is preferred.
  • Macro Analysis knowledge.
  • 4-6 years relevant sales experience required.
  • Proven Sales track record a must.
  • Deep understanding of international business and world affairs, across a range of sectors and industries, including but not limited to Banking & Finance, Commodities, Risk, and Energy

 

Location: NYC

Salary: $100K Base (OTE approx. $160K)

Contact a Recruiter at Careers On The Move 

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

Senior Accountant – Private Equity (NYC)

August 14, 2018 by

Our Client, a Multi-Billion dollar investment advisory is seeking a Private Equity Accountant to join their team.

 

Responsibilities:

  • Review accounting and reporting for various funds and other entities which may include but no limited to journal entries, waterfall calculations, loan repayment, capital statements, etc.
  • Preparation of Capital Calls, Distributions, Capital Statements and Financial Statements
  • Filing ADV and PF and organize information as necessary for SEC examinations
  • Monitoring cash activity which includes review of daily cash need
  • Prepare quarterly and annual valuations as well as various investment reports
  • Assisting with process control narratives
  • Prepare/review payment of various invoices and allocations
  • Preparation of year-end audits and response to requests in a timely fashion
  • Assisting with management company accounting, cash management, invoicing, quarterly reporting, and journal entries
  • Prepare supporting schedules for annual tax returns

 

Liaising with auditors, tax preparers, custodians, banks, investors, and general partners’ finance team is important.

 

Sr. Accountant may also need to assist with any other special projects that may arise. You will also need to be proactive in streamlining current processes.

 

Requirements:

Bachelors Degree in Accounting or Finance
3-5 years related experience in public/fund accounting preferably within a Private Equity setting
Strong knowledge of financial reporting
Proven ability to work as part of a team
Ability to work in a fast paced environment
Strong organizational skills
Must be able to interact with others at various levels
Detail oriented with a strong work ethic

 

*Knowledge of Alta Return a plus

 

 

Location: New York, NY

Salary: $90 – $125K + 30-40% Bonus

 

Contact a Recruiter at Careers On The Move 

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

Vice President – Trust, Estates, and Gift Tax Valuation (Central NJ)

July 19, 2018 by
Interested in joining an established, expanding firm with excellent leadership?

Our client is a leading financial advisory firm hiring a Specialist  in Trust, Estates and Gift Tax to their team. You would perform business appraisals and valuations primarily for estate tax planning purposes to closely held businesses, trusts, estates, and family businesses. This position would report into a Partner in the firm.

Requirements:

  • Bachelor’s Degree in Finance, Business Administration, Accounting or another related field is required. Master’s Degree and/or CFA Designation (or CFA candidate) preferred. American Society of Appraisers – Accredited Senior Appraiser (ASA) in Business Valuation preferred.  CPA or ABV a plus.
    • Minimum 10+ years valuation experience required.
  • Minimum 10 years working with trust, estates and gift tax for estate tax planning purposes.
    • Working experience with Excel modeling required.
  • Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills

 

Stable job history is mandatory.

 

For exceptional candidates a H-1B transfer or relocation assistance would be considered.

Location: Central NJ

Salary: $130K – $160K plus bonus

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

Senior Manager (Minneapolis, MN)

April 27, 2018 by

Our Client, a Fortune 500 firm has an opening for a Senior Manager at their Minneapolis office. Ideal candidate will have a minimum of 8 years relevant experience.

Position will specialize in Transfer Pricing services.

SKILLS & REQUIREMENTS:
Bachelor’s degree in accounting, finance, economics or business administration; Graduate degree preferred.
8+ years advisory related experience.
Exceptional communication skills
Thorough knowledge of U.S. Transfer Pricing regulations a must.

 

Location: Minneapolis, MN
Salary: Base Salary Competitive + Bonus

 

Contact a Recruiter at Careers On The Move

 

Filed Under: Accounting, Financial Services, Job Alerts, Minnesota, Valuation Tagged With: , , , , ,

Manager / Senior Manager – Stamford, CT

April 19, 2018 by

Our Client, a Fortune 500 firm is seeking a Tax Manager to grow their Stamford office.
Ideal candidate will have a minimum of 5 years public accounting experience.

Manager position will specialize in Business Tax services ad provide compliance and advisory services to clients.

SKILLS & REQUIREMENTS:
Bachelor’s degree in accounting, finance, economics or business administration; CPA required
5 – 8 years of corporate tax experience
Strong knowledge of FAS 109
Prior management experience a plus.
Strong communication skills

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: , , , , , , , , ,

Valuation Manager – Northern VA (Greater DC area)

April 16, 2018 by

Our Client, a Fortune 500 firm is seeking a Valuation Manager to provide valuation and economic services for their clients.

Ideal candidate will have a minimum of 5 years valuation experience.
Manager will provide business and intangible valuations as well as build and manage client relationships.

 

SKILLS & REQUIREMENTS:
Bachelor’s degree in accounting, finance, economics or business administration;
CFA / CPA / ASA ideal
5+ years of relevant work experience with a strong finance and/or accounting background
Prior management experience a plus.

 

Location: Northern, VA (Greater DC area)
Salary: Competitive Base Salary + Bonus

 

Contact a Recruiter at Careers On The Move

 

 

Filed Under: Financial Services, Job Alerts, Valuation, Virginia, Washington DC Tagged With: , , , , , ,

Portfolio Securities Valuation Roles – Analyst up to Director Level Open (NYC / PA)

March 7, 2018 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.

These valuation roles will administer independent valuation services for BDC’s, Hedge Funds, LP’s and Private Equity Firms. Role performs necessary valuation, review prospective offering documents, assess current market and financial conditions, advise and prepare reports/documents with direct client contact. The ideal candidate should have concentrated valuation experience with expertise in various valuation methods (income/market approaches, option pricing, waterfall), investment research, financial modeling, financial statement analysis, reporting writing & Fair Value Accounting as well as strong experience with fairness/solvency opinions.

Responsibilities:

  • Provide 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.
  • Render financial opinions with respect to valuation, fairness and solvency.
  • Perform valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets.
  • Perform 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.
  • Construct and maintain 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.
  • Monitor certain economic, industry, capital market and company trends and developments.
  • Prepare and present detailed financial analyses and reports to directors, senior managers, lenders and shareholders.
  • Interact and coordinate with equity sponsors, investment bankers, accountants and attorneys on a daily basis.
  • Manage multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment.
  • Develop and maintain relationships with existing clients through periodic conversations and meetings.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • Minimum three to ten years of relevant experience.
  • A broad, in-depth knowledge of Portfolio Investment Valuations
  • Thorough understanding of valuation theory and practice.
  • Ideal candidate has a working background within a Big4 Accounting firm, sell side research OR valuation firm.

Location: Princeton Metro area

Salary: $65,000 – $140,000 with Quarterly Profit Sharing & Year-end Bonus

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

Commercial Litigation SVP / VP – NYC or Central, NJ

December 29, 2017 by

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

Client`s Litigation & Valuation Services Group consists of a knowledgeable team of consultants whose goal is to provide superior, specialized services to attorneys in various areas of litigation support. They provide assistance to both matrimonial and civil attorneys utilizing forensic accounting, specialized analysis and reports, assistance in mediation and negotiation, expert testimony and written reports, cross examination and related assistance, financial report preparation, financial exhibits and other visual aids, discovery interrogations and depositions, and damage calculations.

Requirements:

CPA and /or MBA and current public accounting/valuation consulting experience
Business development experience required
Contacts in NJ and NYC

  • 10+ years of experience
  • Commercial Litigation

Looking for someone who does in this order of importance:

-Commercial damages, shareholder disputes, business valuations, some fraud/forensic, a little matrimonial cases

– Prior  experience with testifying

-Has contacts with law firms/ referral business in NYC

-Book of business if possible ( if no non compete)

– Certified Valuation Analyst (CVA)

– Master Analyst in Forensic Finance (MAFF)

-Energetic, looking to build a practice

-Some travel may be required

Location: New York NY or Cental NJ

(Relocation Assistance offered)

Salary: $120,000-$200,000  Base Salary plus bonus

 

Contact a Recruiter at Careers on The Move 

 

 

 

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

Financial Analyst (NYC)

October 31, 2017 by

Responsibilities:

  • Prepare reports/presentations for senior management with detailed and insightful analytics.
  • Analyze expenses and explain variances against different scenarios (budget, reforecast and prior years).
  • Research and analyze data in order to provide recommendations around efficiencies and cost savings opportunities.
  • Provide support around planning cycles and financial close processes.
  • Provide analytics around CLIENT’s field expenses
  • Liaise with Corporate business partners (Human Resources, Finance, IT) around department’s management expenses
  • Prepare and analyze expense related reports (both on a recurring & adhoc basis).
  • Support department managers around their budgets and meeting their targets.
  • Support the department teams in monthly and quarterly close processes.
  • Support the preparation of annual expense budgets and adjustments to via reforecasting
  • Process various journal entries, forms, payments, accruals, etc. required to keep expenditures, organization and the system hierarchy’s accurate.
  • Other duties as assigned

 

Requirements:

  • Bachelors Degree in Finance, Accounting Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
  • 6-8 years of finance/accounting experience, specifically with a minimum of 3 years in expense management and budgeting.
  • Strong analytical and organizational skills
  • Ability to create professional reports and presentations
  • Ability to multi-task and prioritize projects
  • Strong Excel skills (macros, V-lookups, etc.)
  • Strong communication skills, ability to work in a team environment and support multiple business partners
  • Strong knowledge of financial analytics, budgeting and reporting
  • Experience using Essbase, Smartview and PeopleSoft

Location:  NYC

Salary: Base $70K-$80K

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

Credit Director/Senior Director – Legal Role Within Leveraged (NYC or Chicago, IL)

October 4, 2016 by

Our client is seeking a Credit Director/Senior Director – Legal position within the Leveraged Finance area.

Responsibilities:

  • Perform analysis of debt and legal structure documents.
  • Perform analysis of quantitative and qualitative factors influencing credit quality.
  • Develop comprehensive financial models and author research.
  • Conduct meetings with industry management teams, and present analysis of companies to internal credit rating committees and external groups.

Required Experience

  • Bachelors degree in Business Administration, Finance or another related field. Masters preferred.
  • CFA/CPA is preferred
  • Minimum 5 – 10 years of relevant experience which must include a background within legal or formal credit training.
  • Deep credit analysis and financial skills.
  • Strong understanding of loan and bond documentation.

 

Location: NYC or Chicago, IL

Salary: $140K-$195K

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, Illinois, Job Alerts Tagged With: , , , ,
Careers on the Move