JOB ALERT

Business Development Manager / Sr. Manager – Private Equity (Boston, MA)

October 31, 2020 by

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory  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. They are seeking Business Development professionals for two locations. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts. This firm has a phenomenal work environment that is very supportive.

These candidates should have concentrated Business Development experience.  Must have experience with Financial Statement, Private Equity, and some entrepreneurial or start up experience is a plus.

Candidates can come from financial software or a broker dealer. Possible backgrounds would include Financial Advisors or Loan Officers looking to leverage into the Private Equity / Hedge Fund arena.  Client will train on their product line. This position will support a certain market initiative into BDCs and PE.

MBA preferred.

 

 

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 or CPA is a plus.
  • Minimum seven to 10 years of successful Business Development experience selling to businesses and institutions.
  • Experience in Private Equity required
  • Excellent Prospecting skills
  • Long hours and insight and desire to keep up with the M&A service advisors

Location: Boston, MA

Salary: $100K -$150K range  plus  Bonus / Commission plan

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, Job Alerts, Massachusetts, New England, Valuation Tagged With: , , , , , , , , , , , , ,

Sr. Valuation Manager – Corporate Financial Reporting (Remote – Northeast – MidAtlantic)

September 12, 2020 by

 Responsibilities:

• Manage all aspects of active client engagements from start to finish including information gathering, due diligence, financial modeling, and preparation of self-contained appraisal reports.

• Communicate and review valuation results with clients.

• Maintain and develop positive, productive, and professional relationships with colleagues and clients.

• Work closely with the Partner-in-Charge and other team members performing financial reporting and other corporate valuation assignments.

• Identify and close new business opportunities; assist Partners on proposals and new business opportunities.

• Build and maintain relationships with current and prospective clients  

 

Qualifications and Experience:

• Minimum Bachelor’s degree in Finance and/or other business degrees.

• Minimum 7 years of experience in business valuation especially purchase price allocations and valuations for other financial reporting and corporate purposes.

• Experience with complex capital structures highly desired.

• Demonstrated ability to work independently to organize data, analyze financial information, effectively manage engagements, and handle client communications.

• Proficient in financial modeling including experience building models from scratch in MS Excel and related software.

• Proficient in preparing written reports suitable with relevant standards.

• Certifications relevant to the discipline of business valuation including CFA, CVA, CBA, ABV, ASA

• Experience with hiring, coaching and developing a team.

• Ability to manage multiple projects and priorities under strict deadlines.

• Experience presenting findings to clients, legal counsel, and other third parties.

• Skilled at networking and building referral relationships with CPAs, CFOs and Accounting Staff.

 

Location: Remote but must reside within driving distance to Central NJ

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

 

Filed Under: Job Alerts, Massachusetts, New England, New Jersey, New York, Pennsylvania, Remote Positions, Rhode Island, Valuation, Virginia

Real Estate Tax Supervisor (NYC)

September 3, 2020 by

Responsibilities

  • Prepare and 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

  • Bachelor’s degree in Finance or similar, CPA preferred.
  • 3-5 years of experience specifically handling real estate partnerships with some experience handling individual and trust tax returns
  • Good communication skills (both verbal and writing skills) and the ability to communicate effectively with clients, managers and partners
  • Good judgement and the ability to work independently

Location: NYC

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

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

Real Estate Assurance Manager (NYC)

September 3, 2020 by

Responsibilities

  • Coordinate various planning phases of engagements and ensure work is 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

  • BBA/BS/MS in Accounting, Finance, or similar.
  • CPA required.
  • 6-10 years of relevant experience.
  • Advanced knowledge of generally Accepted Accounting Principles (GAAP)/Tax law knowledge.
  • Ability to articulately communicate professional/technical knowledge.
  • Effective business advisory skills.
  • Decisively identify and execute solutions to problems.
  • Thorough understanding of complex technical issues.
  • Ability to meet deadlines with accuracy.

 

Location: NYC

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Job Alerts, New York

VP / AVP – M&A (Cincinnati / Detroit)

August 19, 2020 by

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:

  • Work cooperatively with our client to ensure the ultimate list captures direct competitors, upstream and downstream players, and financial buyers / private equity groups
  • Preparation of Marketing Materials and Confidential Memoranda
  • Responsible for the negotiation phase, including deal structure (stock vs. asset sale), transaction consideration, working capital thresholds, or indemnification escrows.

Requirements:

  • Bachelor’s degree in Finance, Accounting, or similar. MBA Preferred.
  • 10+ years relevant experience, ideally with an accounting firm.
  • 5+ years of supervisory experience, mentoring and counseling associates.
  • Familiarity with all aspects of due diligence.

 

Location: Cincinnati / Detroit

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

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

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

August 17, 2020 by

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

 

Contact a Recruiter at Careers on The Move 

Filed Under: Illinois, Job Alerts, Valuation

Business Valuation Analyst (Philadelphia / NYC / NJ)

July 11, 2020 by

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 (2+ at Top Accounting Firm Preferred)
  • 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:  Philadelphia / NYC / NJ

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

 

Contact a Recruiter at Careers on The Move 

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

Senior Associate – Real Estate Tax – Stamford, CT

April 15, 2020 by

Our Client, a Fortune 500 firm has an opening for a Senior Associate at their Stamford office. Ideal candidate will have public accounting experience preferably at a Big 4.

Position will specialize in Real Estate Tax and associate will provide tax compliance and advisory services.

SKILLS & REQUIREMENTS:
Bachelor’s degree in accounting, finance, economics or business administration; CPA required
2 – 5 years of experience accounting and/or corporate tax experience.
Excellent verbal and written communication skills
Works well under pressure and client deadlines

Location: Stamford, CT
Salary: Competitive Base Salary + Bonus

 

Contact a Recruiter at Careers On The Move

 

 

 

Filed Under: Accounting, Connecticut, Financial Services, Job Alerts, New England, Valuation Tagged With: , , , , , , ,

High Volume Hiring for Top Valuation Firms (Multiple Locations)

April 2, 2020 by

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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Filed Under: California, Hot Spot, Illinois, Job Alerts, Massachusetts, New Jersey, New York, Pennsylvania, Valuation, Wisconsin Tagged With: , , ,

Senior Audit Professionals – New England Locations

March 23, 2020 by

Our client, a leading advisory firm is seeking experienced Audit Professional to join their team.

The position required high energy, experienced audit professional with strong interpersonal and supervisory skills.
Assurance Seniors will be responsible for performing engagement field worked under the engagement Manager while overseeing engagement staff accounts.

 

 

RESPONSIBILITIES:

  • Coordinate various phases of engagements, budget time and expenses, monitor actual performance against budget, review work papers for accuracy and completeness, and review financial statements for suitability of presentation and adequacy of disclosures.
  • Oversee audit planning, field work, and audit reporting; prepare reports, and communicate findings and recommendations to management.
  • Responsible for the daily supervision and development of assurance staff.
  • Monitor actual time incurred and analyze actual time versus budgeted time.
  • Ensure engagement manager and partner is updated timely on all aspects of the engagement.
  • Take full ownership and responsibility for all aspects of the assurance engagement from planning, to report issuance, to closing the binder.
  • Perform technical research as required.
  • Communicate effectively with all levels intern – partner as well as engagement details with clients.
  • Recognize extended services opportunities.
  • Cultivate effective relationships with client and staff.
  • Keep current on professional pronouncements.
  • Participate on Level Training for junior staff.
  • Proactively and effectively participate in performance management processes.

 

REQUIREMENTS:

    • MBA or track required; CPA a must.
    • 3+ years of relevant public accounting experience.
    • Basic technology skills with proficiency in Excel, Word & PowerPoint required.
    • Must have strong written and verbal communication skills and be able to listen effectively.
    • Work well under pressure and with a team; able to meet deadlines with accuracy.
    • Excellent analytical, organization and problem solving abilities are a must.
    • Ability to work independently and exercise professional judgment while applying specialized proficiencies of a trained accountant.
    • Team player with desire to be an active participant within the organization.
    • Flexibility and openness to work on a variety of assignments; be able to multi-task.
    • Ability to learn processes quickly and be able to apply to jobs.
    • Have a strong desire to maintain customer service approach focused on exceeding expectations in all areas.

 

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, Job Alerts, Massachusetts, New England
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