JOB ALERT

Valuation (NYC / Philadelphia / Boston / Cincinnati)

November 3, 2024 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.

1-3 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:  NYC / Philadelphia / Boston / Cincinnati)

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

 

Contact a Recruiter at Careers on The Move 

 

Filed Under: Job Alerts, Pennsylvania, Valuation

Business Development – Real Estate Valuation (Chicago, IL)

August 12, 2024 by

Responsibilities:

  • Identify, contact and present company property tax consulting services to property owners and lessees to generate proposal opportunities and secure new business to expand our customer base.
  • Maintain contact with existing clients to ensure client satisfaction and identify potential cross-selling opportunities.
  • Achieve revenue generation targets for new and recurring business as assigned.


Requirements:

  • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation or securities analysis is a plus. CFA or CAIA designation(s) is a plus
  • 0-4 years Experience in financial services, real estate valuation, real estate assessment, property management and/or real estate brokerage highly preferred.
    • Successful track record in new business development and/or account management.
    • Experience in telemarketing/cold calling.
    • Excellent verbal and written communication skills.
    • Attention to detail and the ability to multi-task.
    • Proficient in Microsoft Word, Excel and Outlook.
    • Experience using Salesforce is a plus.

 

Location: Chicago, IL

Salary: $50K-$80K base +commission,  bonus and healthcare benefits 

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Filed Under: Accounting, Featured Jobs, Financial Services, Illinois, Job Alerts, Sales, Valuation, Wisconsin Tagged With: , , ,

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

August 5, 2024 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 – Hybrid position

Salary: up to 120K plus generous quarterly profit-share and bonus

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

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

August 5, 2024 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 / Remote

Salary: $180K  plus bonus

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

Senior Associate – Business Valuation (NYC)

July 13, 2024 by

Responsibilities:

  • Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
  • Participate in due diligence activities on pending M&A transactions, public-company purchase price allocations, goodwill impairment measurement, international restructurings and private-company fairness opinions
  • Assist in report preparation, proposals and executive presentations
  • Prepare and analyze financial and economic data for tax and regulatory compliance
  • Review and analyze U.S. Generally Accepted Accounting Principles (GAAP) financial statements
  • Research comparable publicly-traded companies

Qualifications:

  • Bachelor’s degree in accounting, finance, or business from an accredited college/university
  • A minimum of three years of experience with valuation-related projects within an audit, tax, and advisory firm
  • Experience with valuations of business entities and intangible assets, purchase price allocations, and financial analysis and research
  • Chartered Financial Analyst (CFA) designation preferred
  • Knowledge of the MS Office Suite including Word, Excel, and PowerPoint
  • Excellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environment

Location: NYC (Hybrid Role)

Salary: up to $140K Plus Generous Quarterly & Year End Bonus

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

Business Development Associate – Atlanta, GA

June 19, 2024 by

Our client is an independent valuation firm with a 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.

This is a fantastic place to work, and the management team is very professional and great to work with.   Really nice, supportive environment.

Responsibilities:

• Conduct market research to identify target companies and key individuals at those companies
• Initiate communications with companies and conduct ongoing follow up
• Monitor M&A activity and trends in the territory and track M&A activity at target companies
• Provide research support for meetings
• Develop marketing collateral, presentations and meeting materials
• Attend networking and other professional events

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • 1–3 years of business development experience
  •  Strong verbal, written communication, listening and interpersonal skills
  • Ability to prioritize multiple assignments and collaborate with internal teams to manage time-sensitive engagements
  • Strong work ethic and capacity to work flexible hours around critical due dates
  • A broad knowledge of finance
  • Comfort and experience dealing with private equity firms and corporate finance and accounting staff
  • Experience with private equity and/or investment banking a plus
  • General understanding of valuation and/or financial reporting also a plus

 

Location: Atlanta, GA

Salary:  Competitive Base Salary + Bonus

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Filed Under: Banking, Brokerage, Financial Services, Job Alerts, Massachusetts, New England, New Jersey, New York, Sales, Valuation Tagged With: , , , , , , , , , , , , , ,

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

May 14, 2024 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

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

Assurance Professionals – All Levels (Nationwide)

May 6, 2024 by

Responsibilities

  • Coordinate various planning phases of engagements and ensure work in on schedule
  • Generate budgets
  • Maintain profitable realization rates
  • Review and evaluate work papers, and determine compliance with professional standards and firm policy
  • Review reports and financial statements
  • Review with the engagement partner significant findings that raise questions involving auditing standards and firm policy
  • Manage risk and ensure quality control procedures are being executed
  • Be involved in practice development and supervision of multiple engagements
  • Assume responsibility for billing and collections when circumstances permit
  • Develop and maintain positive working relationships with client management
  • Provide on-the-job training to subordinates
  • Generate new business annually for new and existing clients
  • Represent the firm by presenting on areas of expertise at 3rd party events
  • Effectively manage employee and client expectations
  • Complete performance evaluations constructively and timely, and also provide ongoing performance feedback to employees
  • Maintain required annual CPEs

Qualifications

  • MBS/BS/MS in Accounting, Finance,or similar.
  • CPA required
  • 3+  years of relevant experience.
  • Advanced knowledge of generally Accepted Accounting Principles (GAAP)/Tax Law Knowledge

 

Location: Nationwide

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

 

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Filed Under: Accounting, Job Alerts, Long Island, New York

Real Estate Tax Manager (NYC / CA)

May 6, 2024 by

Responsibilities

  • Review real estate partnership/corporate returns.
  • Manage compliance engagements, from budgeting to scheduling to managing staff.
  • Experience in working with REITs.
  • Perform research and draft memoranda on real estate issues.
  • Train and supervise staff, review and evaluate their work.
  • Make suggestions to help improve efficiencies, within department and on engagements.
  • Build new and existing client relationships and demonstrate interest and knowledge of clients’ businesses.

Qualifications

  • BS and/or Masters in Accounting, Finance, or similar.
  • CPA / JD required
  • 7+ years solid experience in Real Estate Tax.
  • Superb communications skills (written and verbal).
  • Ability to multi-task in a fast paced, deadline driven environment.
  • Excellent organizational and analytical skills.
  • Able to problem solve and think both creatively and logically.
  • Strong tax research skills.
  • Strong accounting and analytical skills.
  • Thorough understanding of complex technical issues.
  • Decisively executes solutions to problems.

 

 

Location: NYC / CA

Base salary: $160K-$200K +Generous Bonus Package

 

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Filed Under: Accounting, Job Alerts, New Jersey, New York Tagged With: , , ,

Valuation Partner – Forensic & Litigation (NY / MO / OH)

May 6, 2024 by

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: Suffolk County, NY / MO / OH

Salary: $300K-$600K

 

Contact a Recruiter at Careers On The Move 

 

 

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