Valuation Associate – Private Equity (Chicago, IL)

Our Client, a Venture Capital and Private Equity Firm is looking for a Valuation Associate to work on a small team that will support the finance team and focus on activities related to financial reporting and valuation across the fund’s credit and equity investments.

 

Responsibilities:

  • Quarterly valuations of illiquid securities across a variety of asset classes including senior debt, warrants, common equity and preferred equity.
  • Experience utilizing a variety of valuation approaches including discounted cash flow, market multiples, market transaction and option pricing analyses.
  • Complete activities surrounding the year end valuation audits, third party valuation reviews, and other various audit inquiries regarding processes and conclusions.
  • Assist with the preparation of valuation materials for presentation to valuation and audit committees
  • Manage and work directly with third-party valuation consultants who assist with the quarterly valuation process.
  • Assist with the maintenance and support of the firm’s iLevel cloud-based reporting platform.
  • Provide additional analysis or support as needed.

 

Requirements:

  • Bachelor’s degree in Finance or similar with strong record of academic performance.
  • 2-4 years of valuation experience within a consulting organization, public accounting firm or an alternative investment firm.
  • Sound understanding of valuation principles and basic credit risk metrics
  • Strong knowledge of all Microsoft Office products is required
  • Experience with CapitalIQ and Pitchbook strongly preferred.

Location: Chicago, IL

Salary: $110K-$125K range Plus Quarterly & Year End Bonus

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VP / SVP – Financial Reporting Valuation (Chicago, IL)

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: Chicago, IL

Salary: $100K-$120K + Bonus

 

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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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Financial Analyst – Valuation (Milwaukee, WI)

Our Client, a Top Valuation Firm is seeking an Entry Level Financial Analyst to expand their Milwaukee team. The candidate will be responsible for valuation analyses
using an income, market and transaction, as well as option-pricing models. Work load will primarily consist of  financial and tax reporting valuation, including but not limited to purchase price allocations, goodwill impairment, business enterprise and common stock valuations.

Analyst will report to the Professional Services Manager and Engagement Manager. Major responsibilities will include company, economic, and industry research, participating in client meetings and calls, gathering and analyzing data, building financial models, and writing narrative reports on such activities.

 

SKILLS & REQUIREMENTS:

  • Bachelor’s degree in accounting, finance, economics or business administration; CFA a plus
  • 1-3 years of work experience in valuation, finance or accounting;
  • Strong oral and written communication skills
  • Superior analytical capabilities
  • Advanced, working knowledge of Excel and Word;

 

 

Location: Milwaukee, WI

Salary: Competitive base

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Director of Business Development – Valuation (Chicago, IL / Milwaukee, WI)

These candidates should have concentrated Business Development experience.

 

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 preferred.
  •  8+ years of successful Private Equity / Business Development experience selling to businesses and institutions.
  • Must have contacts in Private Equity, Hedge Funds, Corporations, CPAs, and Attorneys.
  • Experience in Valuation field required.
  • Excellent Prospecting skills.
  • Long hours and insight and desire to keep up with the M&A service advisors.

 

Location: Chicago, IL / Milwaukee, WI

Salary: Base up to $175K

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Business Valuation Analyst (Chicago, IL / St. Louis, MO / Milwaukee, WI)

Responsibilities:

  •  Lead business valuation engagements including information gathering, due diligence, financial modeling, report writing, and review
  • Communicate and review valuation results with team members and clients •
  • Maintain and develop positive, productive, and professional relationships with colleagues and clients

 

Requirements:

  • Minimum Bachelor’s degree in Finance or similar
  • CFA, CVA, CBA,ABV a plus
  • 6 + years’ experience in business valuation at Top Accounting Firm
  • Demonstrated ability to work independently to organize data, analyze financial information, and make appropriate recommendations to team members.
  • Oversight of junior associates to ensure their career progression through on-the-job training
  •  Proficient in financial modeling including experience building models from scratch in MS Excel
  • Preparation of financial statement analysis, public company and industry research
  • Knowledge of CapIQ, Bloomberg and other valuation software
  • Ability to manage multiple projects and priorities under strict deadlines
  • Experience presenting findings to team members, third parties and defending analysis with facts and confidence
  • Strong attention to detail and accuracy focused output.

Location:  Chicago/ St. Louis / Milwaukee, WI

Base salary: Highly Competitive  based upon experience +Generous Bonus Package

 

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High Volume Hiring for Top Valuation Firms (Multiple Locations)

Check out the massive list of valuation opportunities! Click the link below for all current valuation opportunities available with our clients! Locations include NYC, Princeton, San Francisco, Milwaukee and MORE!

https://careersonthemove.com/category/valuation/

 

Locations: NYC, Princeton, San Francisco, Milwaukee and More!

Salary: Competitive

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

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

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Valuation Manager/ Senior Analyst – Financial Reporting (Chicago, IL)

Our client is an established valuation firm and has earned a reputation as a leading provider in the industry. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide.

They are seeking a Manager – Financial Reporting for their financial reporting valuation group. The ideal candidate will perform and review valuations for financial reporting purposes through the use of modeling and comparative analyses.

Responsibilities:

Perform detailed industry and economic research for client engagements used for financial reporting purposes.

Gather financial information and subject company data from client personnel.

Determine fair value of business enterprises, equity interests, and intangible assets (relationships, contracts, developed technology, trade-names, workforce) required for financial reporting.

Create financial models, perform discounted cash flow analysis and comparable company analysis.

Value private equity interests in debt, preferred equity, common equity, and warrants for fair value reporting purposes

Requirements

  • A bachelor’s degree in finance, economics or business administration;  ASA and/or CFA is credentials a plus.
  • 4-8 years of work experience in Financial Reporting Valuation.
  • 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: Chicago, IL

Salary: $130K Plus Generous Profit Share & Bonus

 

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

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