JOB ALERT

Entry Level Financial Reporting Analyst (NYC)

March 15, 2021 by

Our client is a top rated independent financial advisory & valuation practice expanding their Milwaukee office.

The Financial Analyst will primarily perform primarily perform valuations for purchase price
allocation, impairment testing purposes, and stock compensation expense.

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:

  • Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
  • Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.
  • 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
  • Research comparable publicly-traded companies
  • Gather and document pertinent data obtained through client interaction. .
  • 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 Grad-3 years experience.

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance from top college. Any coursework in valuation or securities analysis a plus.

Must have CFA or be in the process of obtaining it.

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

Salary: Very Competitive + Bonus package

 

 

Contact a Recruiter at Careers on The Move

Filed Under: Job Alerts, New York, Valuation

Senior Valuation Manager (NYC)

February 17, 2021 by
Responsibilities:
 
  • Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of investments
  • Manage managers and staff in the preparation of valuations for closely held or publicly traded companies with a focus on the alternative investment space.
  •  Participate in business development and origination activities
  • Work with financial models including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models.
  • Perform analyses on financial and economic data, subject companies, guideline companies, industries and markets, and other types of fund and investment analysis.
  • Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers
 
Qualifications:
  •  Bachelor’s Degree In finance or Similar. MBA Preferred.
  • CFA / CPA / ABV / CMA preferred.
  • A minimum of eight years of experience in one or more of the following areas: investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets
  • Advanced finance, financial modeling, accounting, and analytical abilities
  •  Excellent written and verbal communication skills and the ability to work well in a team environment and/or independently
  • Strong work ethic, ability to multitask, presentation, organizational and problem-solving skills, and attention to detail

Location: NYC

Salary: Competitive Base * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

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

Senior Tax Associate / Manager – New England Locations

February 15, 2021 by

Our client, a leading advisory firm is seeking experienced Tax Mangers to join their New England teams.

The position required high energy, experienced audit professional with strong interpersonal and supervisory skills.

 

 

RESPONSIBILITIES:

  • Interact closely with clients to provide innovative individual and business tax planning, consulting and compliance services in a timely and effective manner
  • Specialization and experience in both individual  and business tax returns, with concentration in flow through entities
  • Ensure complete client satisfaction through open communication, managing deadlines and proactively sharing tax savings strategies
  • Provide proper representation with taxing authorities for clients under federal or state examination. Possess strong writing skills for responding to problem resolutions for tax notices
  • Work closely with Partners, Directors, Senior Managers and staff on client management, professional development and business development activities
  • Supervise, develop, train and mentor staff including performance and engagement reviews
  • Be involved in practice development efforts of the firm
  • Provide on the job training to subordinates
  • Assist partners with preparation of engagement budgets and staff performance reviews
  • Review staff work product and ensure firm processes and quality control procedures are being executed
  • Attend professional development and continuing education sessions on a regular basis
  • Communicate engagement needs to the client
  • Recognizes extended services opportunities
  • Keep current on professional announcements
  • Proactively participates in professional development opportunities, i.e. Mentoring Program
  • Present on a technical topic(s) for level training
  • Cultivate effective relationships with client and staff
  • Creative positive impression with client by exhibiting professional competency and ability

 

REQUIREMENTS:

  •  Bachelors degree in Accounting or similar required; Masters in Taxation degree of LLM in Taxation a plus
  • CPA required
  • 5+ year public accounting tax experience
  • Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research
  • Ability to problem solve and think both creatively and logically
  • Excellent analytical, organizational, written and verbal communication skills
  • Must have outstanding work ethic, willing to role up sleeves work attitude
  • A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines
  • Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships
  • Thorough understanding of complex tax issues
  • Decisive ability to identify and execute solutions to problems
  • Ability to attract and develop profitable, sustainable client relationships

 

H-1B applicants welcome.

 

Location: New England locations in Connecticut, Rhode Island, Boston,MA, and Portland, ME

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, Featured Jobs, Job Alerts, New England

VP – Business Development / Sales – San Joaquin Valley CA

February 8, 2021 by

Our Client, an established Private Money lender is looking for a Vice President for their California office. 5+ years extensive business development and sales experience required. CFA a plus.

Responsibilities:

  • Understanding of private money in the Fix/Flip platform space
  • Leading Onboarding, training and coaching staff
  • Develop an origination platform 8-15M per month-fix and flip loan generation .
  • Understanding of Key Performance Indicators and ownership.
  • Marketing and networking to potentialclients
  • Must have rolodex within the private-money industry.

Location: San Joaquin Valley CA

Salary: Highly competitive plus Bonus & Benefits package

 

(relocation package available)

Contact a Recruiter at Careers On The Move 

 

Filed Under: California, Job Alerts, Sales Tagged With: , , ,

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

January 28, 2021 by
Our client is seeking Business Development professionals for their NYC location. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts.

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

Contact a Recruiter at Careers On The Move 

Filed Under: Illinois, Job Alerts, Valuation, Wisconsin Tagged With: , ,

Valuation Analyst – Real Estate Securities (NYC / Bucks County, PA)

January 28, 2021 by

Our Client is a leading valuation firm that services many of the largest corporations across the globe, including Fortune 500’s. The practice is seeking an entry – mid-level real estate securities valuation professional. Position will be responsible for assisting in growing real estate valuations group, you will need to fundamental real estate valuation concepts with complex real estate securities analysis.

Responsibilities:

  • Conduct research on clients, competitors, industry, and capital markets, including but not limited to valuation multiples, property price indices, comparable ratios, credit spreads, and demographic trends.
  • Preparation of market research reports
  • 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 the real estate sector.

Requirements:

  • Recent Grad – 5 years relevant real estate work experience, particularly with exposure to the investing in or valuation of debt and equity securities.
  • Bachelor’s degree in Finance or related. MBA preferred but nor required.
  • CAIA / CFA designation a plus.
  • Advanced, working knowledge of Excel, Word, and PowerPoint.
  • Prior experience with Bloomberg, Intex, CoStar, Argus, Compass Analytics and/or REIC is a plus.
  • Strong oral and written communication skills and superior analytical capabilities are essential.
  • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements.
  • Strong work ethic and ability to work flexible hours around critical due dates.

 

Green card and/or US Citizenship is required

 

Location: NYC & Bucks County, PA

Salary: Competitive Base+ Bonus

 

Contact a Recruiter at Careers On The Move 

 

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

Valuation Analyst – Financial Reporting (San Francisco, CA)

January 16, 2021 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 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. Specifically, they will report to upper management of the firm’s transaction and advisory practice, and will conduct sell-side and buy-side M&A activities and solvency opinion services.  In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market 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.

Requirements:

Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.

Up to 5 years  experience, preferably at a valuation or accounting firm, OR a minimum 1 – 2 years working experience within an investment banking, asset management or economic/financial consulting firm.

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

 

Location:  San Francisco, CA

Base salary: Up to $100K  based upon experience + Quarterly Bonus and Year-End Bonus

 

Contact a Recruiter at Careers on The Move 

 

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

Tax Manager – Florida (Statewide)

January 14, 2021 by

Our client is seeking Tax mangers for their Florida locations. Ideal candidate will be experienced in delivering partnership tax compliance and advisory services including for investment partnerships and carry partnerships. A professional services background is preferred.

Responsibilities:

  • A track record of delivering quality work for clients; demonstrating an understanding of the client’s business and relevant professional standards and maintaining excellent client relationships
  • An ability to plan and deliver work against tight deadlines, managing client expectations and team work schedules
  • A track record of providing meaningful feedback to coach, mentor, and help others improve and take ownership of their personal development
  • An ability to take advantage of new opportunities for learning, sharing new knowledge; being intellectually agile and able to think creatively
  • Demonstrated ability to provide leadership and direction within a team, a positive enthusiastic manner
  • A proven ability to use the provision of compliance services as an opportunity to identify further relevant issues and identify new opportunities
  • Ability to work closely with the Partners and Directors in building all aspects of our business.
  • Creative problem solving including ability to identify, recommend and implement solutions using multiple sources of information for tax related client issues
  • Good risk awareness skills in challenging, interrogating and interpreting data.
  • Ability to review and develop lesser experienced staff in the areas of client engagement and applied technical knowledge with real estate clients and multi-entity structures.
  • Ability to analyze and review tax implications of acquisitions, dispositions, and redevelopment of real estate.
  • Desire to serve as the primary engagement manager with economic responsibilities for billing, realization, and collections

 

Requirements:

Bachelor’s Degree in Finance, Accounting or similar. MBA preferred

CPA or Bar license required

7-10 years of recent, related tax experience in public accounting.
Experience with partnership tax

Experience with clients in private equity, real estate and/or construction client a plus

 

Location: Florida locations 
Salary: Highly Competitive Base Plus Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Financial Services, Florida, Job Alerts Tagged With: , , , ,

Financial Analyst – Financial Reporting Valuation (Milwaukee, WI)

January 4, 2021 by

Our client is a top rated independent financial advisory & valuation practice expanding their Milwaukee office.

The Financial Analyst will primarily perform primarily perform valuations for purchase price
allocation, impairment testing purposes, and stock compensation expense.

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:

  • Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
  • Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.
  • 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
  • Research comparable publicly-traded companies
  • Gather and document pertinent data obtained through client interaction. .
  • 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:

1-3 years work experience at a valuation firm or public accounting firm.

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance from top college. Any coursework in valuation or securities analysis a plus.

Must have CFA or be in the process of obtaining it.

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: Milwaukee, WI

Salary: Very Competitive + Bonus package

 

 

Contact a Recruiter at Careers on The Move

 

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

Partner Business Valuation – NYC

December 8, 2020 by

Responsibilities

  • Initiate plans of growth and change.
  • Proactively and effectively contribute to the marketing and business development efforts of the Practice.
  • Client service, relationship management, and day-to-day quality and risk management associated with running the practice.
  • Demonstrate the highest professionalism and business acumen in all interactions with clients and team members.
  • Mentor team members to meet and exceed their objectives.
  • Have prior experience successfully leading and being a team player of a group of business valuation professionals.
  • Set financial targets

 

Qualifications

  • BS and/or Masters in Accounting, Finance, or similar. MBA and/or CFA / ASA / FINRA a plus
  • 10+ years of experience in core business valuation services is required.
  • Prior experience working at a Big 4 or Top 10 accounting advisory firm is preferred.
  • Proven track record of past activities that produced financial results.
  • Prior track record of generating and managing $1.5+ million in annual revenue.

 

Location: NYC

Base salary: Highly Competitive 

 

Contact a Recruiter at Careers on The Move 

 

Filed Under: Job Alerts, New York, Valuation
Careers on the Move