JOB ALERT

Senior Associate – Transaction Advisory Services (Philadelphia, PA)

December 12, 2019 by

Our client, a leading advisory firm is seeking a Senior Transaction Advisory Associate to join their team.

This position requires a high-energy, experienced professional, with strong interpersonal skills, ability to work independently and with a team, along with a strong desire to be willing to take on new challenges and responsibilities.

Responsibilities

  • Conduct financial advisory due diligence in buy-side and sell-side transactions.
  • Review target company financial information
  • Identify pre and post-acquisition transaction issues in the context of financial due diligence.
  • Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
  • Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis.
  • Supervise, develop and evaluate staff.
  • Liaise with other disciplines (tax) working on the diligence projects.
  • Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
  • Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.

Senior Associate will also need to identify the following:

  • Historical and projected financial, operating and commercials trends.
  • Quality of earnings adjustments.
  • Working capital and net debt considerations.
  • Potential liabilities and risks with impact valuation and negotiation of the target company

 

Qualifications:

  • Bachelors degree in Accounting, Finance, or Similar. CPA / CFA preferred
  •  2-4 years of relevant experience.
  • Strong understanding of the M&A process.
  • Excellent analytical and problem solving skills.
  • Excellent documentation skills.
  • Excellent communication and interpersonal skills.
  • Excellent Excel skills.
  • Excellent business acumen.
  • Ability to work effectively and efficiently under the pressure of transaction deadlines.

 

 

H-1B applicants welcome.

 

Location: Philadelphia, PA

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, Job Alerts, Pennsylvania, Valuation

Valuation Manager – Boston, MA / Connecticut

December 6, 2019 by

Our client, a leading advisory firm is seeking an experienced Business Valuation & Litigation Support Manager with strong valuation experience to join their team. This position requires a high-energy, experienced valuation professional with strong interpersonal and supervisory skills.

 

RESPONSIBILITIES:

    • Case management working closely with leaders from start to finish.
    • Working with team members on financial models, analysis, and research.
    • Adequately preparing analysis reports.
    • Providing guidance and mentoring to staff to help facilitate staff development.
    • Managing the assignment budget and profitability in area of responsibility.
    • Taking the lead in managing engagements and client interactions.

 

REQUIREMENTS:

    • A bachelor’s degree in accounting, finance, economics or business administration;  ASA and/or CFA credentials a plus.
    • 4-7 years of work experience in valuation, finance or accounting.
    • Ability to lead, motivate, develop and coach teams, As well as to compile and complete reports from start to finish.
    • Strong interpersonal skills and active participation in networking.
    • Strong project management and problem solving skills.

 

H-1B applicants welcome.

 

Location: Boston, MA & Southern  Connecticut

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move 

Filed Under: Job Alerts, Massachusetts, New England, Valuation

CPA, Senior / Manager – International Taxation (Connecticut Locations)

November 24, 2019 by

Our Client, a leading advisory firm is seeking Tax Seniors with Individual international cross-border experience, to join their growing and well-established national firm in their CT offices.  The position requires a high-energy, experienced tax professional, with strong interpersonal and supervisory skills, and experience with foreign tax credits, tax treaties, and foreign financial reporting. Knowledge of Tax Equalization calculations is essential.

 

Responsibilities

  • Interact closely with clients to provide innovative business, tax planning, consulting and compliance services in a timely and effective manner.
  • Prepare and review federal and state corporate, individual, and partnership returns, including exercising professional judgement with respect to issue identification to develop solutions.
  • Supervisor and help drive the success of multiple engagements in corporate, partnership and individual taxation.
  • Ensure complete client satisfaction through open communication, managing and meeting deadlines, and proactively sharing tax saving strategies.
  • Work closely with Partners, Senior Managers, Managers, and staff on client management, professional development, and business development activities.
  • Supervise, develop, train and mentor staff-including performance and engagement reviews.
  • Attend professional development and continuing education sessions on a regular basis.

 

 

Requirements:

  • Bachelors or Masters degree in Accounting or similar. CPA required
  • 4-7 years solid tax experience in public accounting
  • Ability to problem solve and think creatively and logically.
  • Demonstrated ability to self-direct and effectively organize, priority, and manage multiple engagements under tight deadlines.
  • Outstanding leadership, mentoring, and interpersonal skills.
  • Excellent analytical, organization, and communication skills.
  • Experience with application of Double Tax Treaties, Totalization Agreements, Tax Equalization, and Foreign Bank Account Reporting is a plus

 

 

Location: Connecticut Locations

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

 

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

Transaction Advisory – CPA, Director (NYC / San Francisco, CA)

November 12, 2019 by

Our client is one of the largest leading full-service accounting and advisory firms in the United States. They provide audit, accounting and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting and other professional advisory services to a broad range of clients across many industries. Working with high net worth individuals, family offices, closely-held businesses, start-ups, middle market and Fortune 500 companies.

Responsibilities:

  • Analyze target company financial and operating results to identify non-recurring, unusual or out-of-period transactions that affect reported earnings.
  • Write and review reports to clients.
  • Develop and maintain relationships with clients.
  • Lead multiple chargeable projects and effectively communicate with clients and other service lines.
  • Ability to identify transaction risks and key deal issues.
  • Effectively supervises and acts as a role model for seniors and managers.
  • Develop agendas and lead meetings with target management.
  • Maintain periodic communications with the engagement MD/partner and client regarding project status and potential deal issues as they arise.
  • Participate in marketing and business development programs, including attending industry conferences.

 

Requirements:

  • Bachelor’s degree and CPA credentials required
  • 7-10 years of accounting/audit experience.
  • Financial due diligence on both sell side and buy side is required.
  • Excellent knowledge of GAAP, SEC and IFRS
  • Experience in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising staff, and coordinating with other internal and external service providers.
  • Strong Microsoft Office skills, particularly Powerpoint and excel
  • Strong written and verbal communication skills

** Role includes 20-30% travel

 

U.S. Citizenship or permanent residency required.

 

Locations: NYC & San Francisco, CA
Salary: Highly competitive with Bonus package

Filed Under: Accounting, California, Job Alerts, New Jersey, New York

Senior Vice President / Sr. Manager Valuation – Chicago, IL

November 6, 2019 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.

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:

Providing 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;

Rendering financial opinions with respect to valuation, fairness and solvency;

Performing valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

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 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;

Continually monitoring certain economic, industry, capital market and company trends and developments;

Preparing and presenting detailed financial analyses and reports to directors, senior managers, lenders and shareholders;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys on a daily basis;

Managing multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment;

Developing and maintaining relationships with existing clients through periodic conversations and meetings;

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.

 

Requirements:

* 10-12 years experience in Valuation
* Track record of Sales Generation
* Experience working in the merger and acquisition environment supporting the needs of M&A attorneys, Private Equity and lenders
* Long hours and insight and desire to keep up with the M&A service advisors
* Bachelors Degree, MBA a plus
* CFA a plus

 

Location: Chicago, IL

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, Illinois, Job Alerts, Valuation Tagged With: , , , , , , , , , , , , , , ,

Financial Analyst ( San Francisco, CA)

November 3, 2019 by

Our client is a top rated independent valuation practice.

This candidate should have concentrated knowledge of corporate finance, financial markets and accounting.

The 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. CFA / ASA/ and/or CPA a plus

1-3 years  experience, preferably within finance, accounting, or audit.

Strong writing and presentation skills; experience preparing and reviewing valuation reports.

Strong technical skills including MS Excel, Word and PowerPoint skills.

 

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, Valuation

Sr. Associate – Forensic and Litigation Valuation (Central NJ)

October 15, 2019 by

Our client is one of the largest leading full-service accounting and advisory firms in the United States. They provide audit, accounting and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting and other professional advisory services to a broad range of clients across many industries. Working with high net worth individuals, family offices, closely-held businesses, start-ups, middle market and Fortune 500 companies.

Responsibilities:

  • Prepare and execute work plans for forensic accounting investigations, fraud investigations, dispute engagements and matrimonial matters.
  • Analyze financial statements, damage models and other accounting and financial related documents
  • Involved in the preparation and reviewing of valuation reports and related supporting documentation
  • Performing online database research.
  • Independently conduct research on technical accounting issues
  • Perform analysis of accounting and financial issues in relation to forensic investigations and commercial damage claims.  Identify issues and anomalies in data and effectively communicate such issues to team members
  • Review and analyze historical financial data

Requirements:

  •  Bachelors degree in Finance or similar. CPA or track preferred
  • 4-7  years of experience in the forensic accounting, litigation, valuation, audit or accounting related field
  • Valuation credentials, or pursuit of such credentials, a plus (ASA/AM, CPA/ABV, CVA, AVA, CFA)
  • Ability to critically think and is a problem-solver
  • Strong writing and presentation skills; experience preparing and reviewing valuation reports
  • Willingness to take on all tasks and contribute to the engagement as a team member without distinction to level or task
  •  Ability to work with large data sets efficiently.  Prior experience with data analytics a plus
  •  Excellent writing and verbal communication skills

 

Client offers an attractive compensation and benefits package.

Location: Central NJ

Salary: Competitive

Contact a Recruiter at Careers On The Move 

Filed Under: Job Alerts, Valuation

Vice President / Valuation Manager – Dallas, TX

October 5, 2019 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.

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:

Providing 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;

Rendering financial opinions with respect to valuation, fairness and solvency;

Performing valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

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 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;

Continually monitoring certain economic, industry, capital market and company trends and developments;

Preparing and presenting detailed financial analyses and reports to directors, senior managers, lenders and shareholders;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys on a daily basis;

Managing multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment;

Developing and maintaining relationships with existing clients through periodic conversations and meetings;

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.

 

Requirements:

* 6+ years experience in Valuation
* Track record of Sales Generation
* Experience working in the merger and acquisition environment supporting the needs of M&A attorneys, Private Equity and lenders
* Long hours and insight and desire to keep up with the M&A service advisors
* Bachelors Degree, MBA a plus
* CFA a plus

 

Location: Dallas, TX

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

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

Transaction Advisory – CPA, Manager (NYC / Central NJ)

October 3, 2019 by

Our client is one of the largest leading full-service accounting and advisory firms in the United States. They provide audit, accounting and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting and other professional advisory services to a broad range of clients across many industries. Working with high net worth individuals, family offices, closely-held businesses, start-ups, middle market and Fortune 500 companies.

Responsibilities:

  • Analyze trends in operating results and working capital.
  • Develop agendas and lead meetings with target management.
  • Prepare tailored written reports and supporting Excel schedules.
  • Coordinate with other service lines involved in the engagement.
  • Oversee project completion within budget.
  • Supervise associates and senior associates.
  • Maintain periodic communications with the engagement director/partner and client regarding project status and potential deal issues as they arise.
  • Plan and oversee the due diligence process to delivery of quality services and products
  • Analyze financial forecasts, historical earnings, assets and liabilities of target client
  • Perform industry and company research on target client’s business, securities, intellectual properties, real estate and other assets
  • Identify risks and issues related to integration planning, timelines and functional areas
  • Identify and propose appropriate resolutions to critical issues related to the due diligence process
  • Research and develop proposal documents and participate in presentations for acquiring new clients
  • Participate in business development efforts
  • Schedule and supervise the tasks and project assignments of Senior Associates and Staff

 

Requirements:

  • Bachelor’s degree and CPA credentials
  • 5+ years of accounting/audit experience, due diligence experience preferred
  • Excellent knowledge of GAAP, SEC and IFRS
  • Strong Microsoft Office skills, particularly Powerpoint and excel
  • Strong written and verbal communication skills

** Role includes 20-30% travel

Locations: NYC & Central NJ
Salary: $100,000 – 120,000 Plus Bonus

Contact a Recruiter at Careers On The Move 

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

Valuation Analyst – Porfolio Securities (Bucks County, PA)

September 29, 2019 by

Our client is a top rated independent valuation practice seeking an analyst to join their 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. Any coursework in valuation or securities analysis a plus.

Recent Grad – 3 years experience dependent on relevant work experience and education. (3.4 GPA or higher required)

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

Salary: Competitive Base * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Job Alerts, Pennsylvania, Valuation
Careers on the Move