JOB ALERT

Manager, Estate and Trust (Central, NJ)

March 21, 2018 by

Our client is a top 20 CPA firm. They are currently seeking a Tax Manager in their Estate & Trust group

Required Skills

Responsible for the efficient, accurate, complete, and timely review and preparation of all clients’ filing of estate, gift, individual and fiduciary tax returns as well as judicial accountings.

ReviewNY/NJ state fiduciary income tax returns along with the decedent’s final individual income tax return.

Analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes.

Review accounting transactions, disbursements and receipts to principal and income accounts to ensure proper treatment for judicial accountings.

Develop post mortem tax-saving strategies for the estate accounts.Research any tax situation that could affect the management of their accounts.

Required Experience

Minimum 4 to 6 years experience, from either a sophisticated accounting firm trusts and estates practice, or law firm trust and estate accounting group.

CPA and/or MST is preferred.

Demonstrated practical experience is a requirement, as is experience with – Form 1041 trust tax return review or heavy preparation, and preparing trust accountings for state court review, and 706 federal estate tax, and inheritance tax, return review or heavy preparation.

The ability to organize complex trust and estate financial data, and communicate a summary thererof.

Location: Central, NJ

Salary: Competitive

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

Valuation Analyst/Senior Analyst/Assistant Vice President (Princeton Metro / NYC)

March 12, 2018 by

Our client is a financial advisory firm hiring a team to include: Valuation Analyst, Senior Analyst and Assistant Vice President in their Princeton, NJ or NYC location.

The three openings for Valuation Analyst/Senior Analyst/Assistant Vice President roles are within any of the below departments:
1. Trust, Estates and Gift Tax
2. Broker Dealer and M&A
3. Litigation
4. Financial Reporting
Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• Minimum 2+ years valuation experience required. Dependent upon department of interest, must have applicable valuation background within that area (Trust, Estates and Gift Tax OR Mergers & Acquisitions OR Litigation Support OR Financial Reporting).
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
• Minimum two years working with trust and estates.
• Working experience with Excel modeling required.
• Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
• Strong technical skills including Word and PowerPoint skills

Location: Central NJ or NYC
Salary: $65K-$120K Plus Bonus

 

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Filed Under: Job Alerts, New Jersey, New York, Valuation 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: , , , , ,

Portfolio Securities Valuation Roles – Analyst up to Director Level Open (Princeton Metro)

February 23, 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: Job Alerts, New Jersey, Valuation Tagged With: , , , , ,

Junior Valuation Analyst (NYC or Central NJ)

February 23, 2018 by

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

Our client is a top rated independent valuation practice.

The Junior Analyst will primarily perform valuations of privately-held companies, including debt and equity securities and intangible assets in privately-held companies, as well as purchase price allocation work, for tax and financial reporting purposes. The position is ideal for someone interested in gaining a wide introduction to a variety of industries and valuation methodology as well as 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 industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.

Assist in preparing formal client reports.

Requirements:

Recent graduate to 3 years dependent on relevant work experience and education.

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance. Any coursework in valuation or securities analysis 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: NYC, Central NJ and San Francisco, CA

Salary: $50K-$60K Plus Quarterly & Year End Bonus

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

Transfer Pricing Manager (Short Hills, NJ)

February 8, 2018 by

Our client is a top consulting firm with offices around the world. Our client provides a broad range of tax and advisory services.  They are currently seeking a Transfer Pricing Manager.

Responsibilities:

The ideal candidate will be responsible for managing  the delivery and completion of projects within the transfer pricing department. To do so they will prepare analysis of economic and financial data, determine regulatory compliance and prepare reports. Review and analyze financial statements. Perform research on comparable publicly traded companies  They will develop and maintain client relationships. In addition they will be responsible for the supervision and mentoring of staff members.

Manage and deliver transfer pricing services

Develop and maintain client relationships

Supervise and mentor staff members

Prepare and analyze financial and economic data for tax and regulatory compliance purposes through the use of Microsoft Word, Excel, Access, and various statistical sampling packages

Qualifications:

5  years experience with advisory related projects

Bachelor’s degree in Economics, Business, Finance, Mathematics, or Statistics

Considerable progress towards an advanced degree

Hands on practical knowledge of valuations and transfer pricing,

Excellent analytical abilities with quantitative analysis, and financial statements

Knowledge of U.S. GAAP

Exposure to statistics, plan evaluation, or operational performance analysis is a plus

Excellent written and verbal communication skills, solid research skills, and able to work well in a team environment or independently

Location: Short Hills, NJ

Salary: Competitive

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Filed Under: Job Alerts, New Jersey, 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: , , , ,

MS Systems Analyst (New Hyde Park, NY)

October 17, 2017 by

Responsibilities:
• Perform analysis, design and configuration of all system components. Define Department/Clinical requirements including: SEC, Enterprise Security Groups and Rights and Environment Profile Settings.
• Provide assigned on-site support during go-lives and system upgrades.
• Ensures all quality assurance processes are followed, including change management and testing efforts.
• Partner effectively with Business Analyst to understand the client’s product-specific requirements and configuration and be able to translate them to technical design specifications and data flow from which programs are developed and coded.
• Work with Business Analysts during the software build or configuration and testing process.
• Perform technical application configuration and configure/run reports at user request.
• Design and execute unit, functional and integration test plans for new developments/releases/reports.
• Maintain technical documentation based on standard operating procedures in support of the assigned application.
• Participate in testing of software upgrades and system enhancements
• Create knowledge transfer points with other team members to improve overall team education level
• Take complete ownership for assigned projects/tasks and provide regular updates on the progress of the project/task to all stakeholders.
• Provide accurate and timely information and escalates when there are issues.
• Provide production and maintenance support for application issues.
• Identify, coordinate and communicate issues, requirements and updates related to application functionality with other team members and software vendors.
• Maintain a thorough understanding of workflow policy and procedure changes, related to the software implementation.
• Respond to help desk calls and work with clinical users to resolve issues.
• Provide on-call rotation support for the SCM and SEC application.
• Provide on-site support during Activations.

Required Experience
• Bachelors degree in Computer Science, Healthcare or another related field. Masters preferred.
• 3-5 years EMR experience in in a healthcare setting.
• Knowledge of HL7 functionality
• Proven ability to effectively communicate with all levels of staff and maintain technical documentation in a clear and concise manner.
• Strong communication skills with the ability to interact with clients
• Support 24/7 healthcare system with varying go-live schedules.
• Solid foundation of Microsoft Office

Location: New Hyde Park, NY
Salary: $110K-$122K

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Filed Under: Job Alerts, New York, Technology Tagged With: , , , ,

Junior Valuation Analyst (Central NJ)

October 16, 2017 by

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

Our client is a top rated independent valuation practice.

The Junior Analyst 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. The position is ideal for someone interested in gaining a wide introduction to a variety of investment securities and valuation methodology as well as 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 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. Any coursework in valuation or securities analysis a plus.

Recent graduate to 2 years dependent on relevant work experience and education.

Minimum 1 to 2 years experience with portfolio valuation

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: Central NJ

Salary: $55K-$80K Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Job Alerts, New Jersey, Valuation Tagged With: , , , , ,
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