Senior Valuation Associate, Valuation Manager and Senior Valuations Manager – Healthcare & Life Sciences (Short Hills, NJ)

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 Valuation Manager – Heathcare and Life Sciences

Responsibilities:

Manage and deliver valuation services in the Life Sciences or Pharma Industries. Rendering financial opinions with respect to valuation, fairness and solvency. 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. Continually monitoring certain economic, industry, company trends and developments. Preparing and presenting detailed financial analyses and reports. 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. Supervise, mentor, and facilitate the development of consulting skills for staff including valuation principles, communication, time management, and client product delivery.

Requirements:

* At least five years of relevant experience

* Bachelor’s degree in Accounting, Finance, Economics, or Business* CFA or ASA required

* Experience in the Pharma or Life Sciences verticals

* Prior Management experience required

* A thorough understanding of valuation theory and practice.

* Superior written and verbal communication skills, solid analytical skills, and the ability to work well in a team environment

Salary: Competitive Base Plus Bonus
Location: Short Hills, NJ

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Senior Valuation Associate – Tangible Assets (Atlanta, GA)

Our client is a top consulting firm with offices around the world. They are seeking a Valuation Associate to perform Valuation Services for a variety of clients. The ideal candidate will have 3 years dedicated to real estate appraisal and valuations services.

Responsibilities:

This position is responsible for assisting senior level analysts in completing valuation assignments. Responsibilities will initially include property inspections, market analyses and data management, and will evolve to include the full valuation process. The Associate will provide valuation models, reports and market research to used for fair value estimates of tangible assets and property valuation. Ability to determine depreciation and provide analysis.

The ideal candidate will have a passion for serving in the valuation industry. One to two years of commercial or real estate valuation experience is required. The position requires superior skills in Microsoft Excel and proficiency in Word, as well as strong written and verbal communication skills. The successful candidate must be highly motivated, focused on quality performance, and able to work both independently and as part of a team.

Qualifications:

Three years of relevant experience

Bachelor’s degree in Engineering, Accounting, Finance or Business from an accredited college/university

Completion of USPAP;  ASA with Machinery & Equipment (a plus)

Experience with Argus, Microsoft Word and Excel

Effective written and verbal communication skills, solid analytical skills, and the ability to work well in a team environment

Salary: $80,000 – $90,000

Location: Atlanta, GA

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Associate/Senior Associate Valuations (NYC)

Our client is an independent valuation firm providing full service appraisal/financial advisory; expert opinions on the valuations of business, equity and debt securities, financial reporting, litigation support, restructurings, tangible/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 candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. Superior working environment.

The Associate/Senior Associate will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, the Senior Associate will manage sell-side and buy-side M&A activities and fairness opinion services, Tax Advisory (Trust & Estate), ESOP, and significant fund/portfolio work in addition to Financial Reporting..  They will also be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies.

Requirements:

The ideal candidate would have 1-4 years experience

Direct current experience in ASC 350/805  (Goodwill Impairment)

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

Strong oral and written communication skills and superior analytical capabilities are essential.

Must have quant skills and be familiar with financial modeling

A degree in Finance is required. An MBA is required

CFA (or CFA candidate) is also preferred.

Location: New York, NY

Salary: $70,000 – $90,000 + Bonus

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Senior Associate – Valuation & Portfolio Analysis (NYC)

Our client is a top asset management firm with offices around the world. Our Client provides a broad range of investment and advisory services.

The valuation and portfolio analysis team manages the quarterly private equity valuation process, prepares portfolio performance analysis, supports business development and marketing initiatives, and is involved in various strategic initiatives including (but not limited to) financial forecasting.  The team is based in Our client’s New York office and is supported by an offshore team.  The assistant vice president will report directly to the valuation and portfolio analysis team leader.

Responsibilities:

Analyze data and materials related to fund and co-investment portfolios across 300+ legal entities;

Prepare and analyze various investment track records for business development, marketing, client-specific requests, and management;

Prepare and analyze revenue, carried interest, and expense forecasting;

Review quarterly co-investment valuation information;

Analyze fund investment valuations provided by managers and prepare summary information;

Maintain fund and co-investment watch lists summarizing underperforming and challenged investments;

Generate portfolio construction models/analyses and cash flow models;

Perform complex data management and analysis including investment portfolio analytics and investment modeling;

Manage multiple projects/requests simultaneously, ensuring that deadlines are met; and

Perform various ad-hoc and special projects as assigned.

Requirements:

5+ years of relevant experience, including an understanding of valuation approaches and methods;

Bachelor’s degree in Accounting, Finance or Economics;

Master’s degree in Business, Finance or Economics preferred;

Professional certifications preferred: CFA or CPA;

Exceptional MS Excel skills with the ability to build macros;

Demonstrated aptitude in quantitative and qualitative analysis;

Ability to develop financial models including building models from scratch;

Alternative Investment sector experience;

In-depth understanding of investment performance, assets under management, asset allocation and risk exposure strongly preferred;

Experience working with offshore teams preferred;

Strong analytical, communication, organizational, and interpersonal skills;

Excellent project management skills, including the ability to manage multiple projects simultaneously, often under tight deadlines; and

High energy level with strong work ethic and flexibility to work long hours at times to accommodate special client needs.

Location: New York, NY

Salary: $100,000 – 110,000 Plus Bonus

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Senior Associate – Valuations (NYC)

Our client is a top rated independent valuation practice.

Excellent opportunity to work on top deals, gain and develop key industry contacts, and be part of the initial stages of setting up a broker-dealer. This candidate should have concentrated valuation experience and strong experience with fairness/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.

The Senior Associate will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to the head of the firm’s transaction and advisory practice, the Senior Associate will manage sell-side and buy-side M&A activities and fairness opinion services.  In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies.

Requirements:

The ideal candidate would have 3-5 years experience

Direct current experience in ASC 350/805  (Goodwill Impairment) a must

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

Strong oral and written communication skills and superior analytical capabilities are essential.

Must have quant skills and be familiar with financial modeling

A degree in Finance is required. An MBA and/or CFA (or CFA candidate) are also preferred.

Location: New York, NY

Salary: $60,000 – $80,000 + Bonus

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Target Development Analyst (Cincinnati, OH)

Our client is a top rated independent valuation practice.

Responsibilities:

  • Maintain contact management software system to ensure contact data and opportunities are regularly updated.
  • Generate leads by identifying and prospecting targets.
  • Coordinate sales activity with Managing Director and other professionals by preparing target lists, credentials decks and follow-ups.
  • Interface with prospective targets via telephone to schedule appointments and send meeting confirmations and credentials.
  • Prepare and maintain follow-up agendas with prospective clients.

Requirements:

  • Bachelors Degree is required.
  • Minimum 3 to 5 years working in a similar position.
  • Strong proficiency in working with contact management software.
  • Self-starter, articulate and polished communication.
  • Detail-oriented and able to work independently with minimal supervision as a contact relationship and target development support analyst.
  • Good working knowledge of Microsoft Office Products.
  • Less than 10% travel.

Location: Cincinnati, Ohio

Salary: $45K-$55K Plus Bonus and Quarterly Profit Share

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Valuation Manager – Financial Reporting (Central NJ)

Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. 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 business planning, financial reporting, and tax planning 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 and tax purposes.

Conduct valuations for purchase price allocations, impairment testing, equity valuations in support of share-based compensation, complex capital structure valuations, royalty rate analyses, transfers of intangible assets, corporate spin-offs and restructurings, purchases and sales of minority equity interests, valuations of preferred stocks and debt securities, and valuations in support of estate and gift tax matters.

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

Execute post-acquisition purchase price allocation analysis to determine the fair value of goodwill and perform business enterprise valuations to test for goodwill impairment.

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

Requirements:

The ideal candidate should have concentrated valuation experience.  Direct current experience in ASC 350/805  (Goodwill Impairment) a must. As well as an advanced, working knowledge of Excel and Word.  Strong oral and written communication skills and superior analytical capabilities are essential. Must have quant skills and be familiar with financial modeling. A degree in Finance is required. An MBA and/or CFA (or CFA candidate) are also preferred. A background in accounting coursework is important and relevant to the responsibilities of the position.

Location: Central NJ

Salary: $100,000 – $125,000 Plus Bonus

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Valuation Associate and Senior Valuation Associate (Central NJ)

Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. 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.

The Valuation Associate and  Senior Associate roles will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to the head of the firm’s transaction and advisory practice, they will manage sell-side and buy-side M&A activities and fairness opinion services.  In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies, effect corporate restructuring, create new classes of equity, maintain compliance with Employee Stock Ownership Plans and other ERISA plans, and effect intra-family ownership transfers, among others.

The ideal candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions.  Direct current experience in ASC 350/805  (Goodwill Impairment) a must. As well as an advanced, working knowledge of Excel and Word.  Strong oral and written communication skills and superior analytical capabilities are essential. Must have quant skills and be familiar with financial modeling. A degree in Finance is required. An MBA and/or CFA (or CFA candidate) are also preferred. A background in accounting coursework is important and relevant to the responsibilities of the position.

Senior Level Associate Candidate will have 2-4 years experience.

Associate Level Candidate will have 1-2 years experience.

Location: Central NJ

Salary: Competitive

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Valuation Associate – Financial Instruments (NYC)

Our client is a top consulting firm with offices around the world. Our Client provides a broad range of tax and advisory services.
Responsibilities:

The ideal candidate will be responsible for supporting valuation services: specifically complex financial instruments. They will perform analysis and review model functionality, evaluate, and document the methodology employed, assumptions used and conclusions reached. They will have exceptional communication skills. They will be responsible for presenting valuation concepts to institutional clients which consists of hedge funds, private equity, pensions and endowments and financial institutions

Qualifications:

1-2 years of valuation experience

Bachelor’s degree from an accredited college/university

Exposure to structured credit asset classes like CMBS or CLOs and/or CDOs

Experience with RMBS analysis is a plus

Modeling experience with Intex

Some familiarity with other market data applications such as Bloomberg is essential

Some entrepreneurial experience

Strong verbal and written communication skills

Location: New York City, NY

Salary: Competitive

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Senior Associate – Advisory Services (Boston, MA)

Our client is a top consulting firm with offices around the world. Our Client provides a broad range of tax and advisory services.

As a part of Advisory Services the ideal candidate will be responsible for focusing on business issues — risk management, increasing revenues, cost controls — that clients need to address in order to help them flourish. Our client helps companies to identify and manage risks and provide them with the support they need to help them meet their strategic and financial goals.
Responsibilities:

Assist transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory service to clients in a variety of verticals; including Fortune 1000 companies, private equity investors, and asset based lenders

Coordinate with senior executives of clients and target companies

Analyze and synthesize data to determine past and projected financial and operating trends, earnings and working capital considerations, and any potential liabilities and risks which impact valuation and negotiation of the target company

Create transaction advisory reports based on earnings, budget, debt, and financial statements.

Qualifications:

Bachelor’s degree in Accounting or Business from an accredited college/university; CPA is preferred

3-4 years of experience in one of the following: accounting, advisory, financial audit, or transaction experience with a Top Ten public accounting firm

Strong current knowledge in one of the following: United States GAAP, SEC financial reporting issues, IFRS , M&A, or transaction services

Strong verbal and written communication skills

Strong command of Microsoft Excel and PowerPoint

Ability to travel 50%

Location: Boston, MA

Salary: Competitive

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