JOB ALERT

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

Accounting Paraprofessional (Connecticut Locations)

September 23, 2019 by

Responsibilities

  • Performing bookkeeping services for clients including, but not limited to, recording of transactions, preparing adjusting journal entries, preparation of trial balances, depreciation schedules and monthly, quarterly or annual reconciliations.
  • Preparation of quarterly and annual federal and state payroll tax returns and annual Form 1099s
  • Ability to grasp concepts quickly and demonstrate knowledge of basic technical skills, as well as related knowledge of necessary systems and procedures.
  • Gathering data for tax return preparation and maintaining client tax files.
  • Preparation of federal and state individual income tax returns.
  • Preparing federal tax form 1041 primarily related to trusts, inputting of partnership K-1’s brokerage activity, and related.
  • Preparation of simple to moderate form 1040
  • Assist professional staff in preparing workpapers, trial balances, depreciation schedules, entering data for computer applications and preparing engagement correspondence.
  • Gathering data for tax return preparation and maintaining client tax files.
  • Completing month end work (track payment of federal, state and local tax estimates, review G/L detail to be sure sufficient information is provided for preparation of year-end returns.)

 

Qualifications

  • Associate Degree in Accounting and/or working towards Bachelors degree.
  • 2-5 years of experience in public accounting, corporate or private business.
  • Strong understanding of accounting, bookkeeping and tax preparation services.
  • Proficient knowledge of Microsoft Office, Excel, QuickBooks and/or Peachtree.
  • Experience with individual income tax preparation is a plus.
  • Ability to problem-solve and think both creatively and logically.
  • A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines.
  • Outstanding interpersonal skills fostering client relationships.
  • Excellent analytical, organizational, and written and verbal communication skills.
  • Effective listening skills.
  • Ability to meet deadlines with accuracy.

 

H-1B applicants welcome.

 

Location: Connecticut Locations

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

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

Manager – Valuation & Litigation Services (New England Locations)

September 19, 2019 by

Responsibilities

  • Work closely with leaders to manage cases from start to finish.
  • Work with team members to ensure accurate and timely financial models, analysis, and research.
  • Prepares reports that ensure analysis adequately supports conclusions reached.
  • Provides guidance and mentoring to staff to help facilitate staff development.
  • Manages the assignment budget and profitability in area of responsibility.
  • Take a lead role in managing engagements and client interactions.

Qualifications

  • B.S degree in accounting, finance or similar required; CFA or ASA preferred
  • 5+ years relevant experience
  • Proven ability to take a project from start to finish with minimal guidance.
  • Ability to lead, motivate, develop and coach teams.
  • Demonstrate proven ability 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 & Connecticut Locations

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, Connecticut, Job Alerts, New England, Valuation

Senior Accounting Associate (Boston, MA)

September 16, 2019 by

Senior Accounting Associate needed for a leading advisory firm. This role will be responsible for providing high level review and accounting services. As well  as developing an understanding of the client’s business, anticipating and addressing client concerns.

Responsibilities:

  •  Identifying tax planning for clients.
  • Prepare tax returns with minimal supervision and minimal errors.
  • Review moderately complex returns prepared by others, identifying issues, errors, omissions and planning opportunities.
  • Provide tax advisory services to the clients.
  • 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.
  • Creative positive impression with client by exhibiting professional competency and ability.
  • Perform compilations and reviews for clients in various industries.
  • Project manage one or more client assignments simultaneously with effective use of project management techniques and organization of resources to ensure achievement of assignment objectives.
  • Perform a detailed review of the assignment team’s work to ensure quality, thoroughness and completion of assignment tasks within agreed timeframes.
  • Maintain and reconcile multiple ledgers for businesses
  • Prepare bank reconciliations and organize client records
  • Prepare and review work papers to adequately document work performed and support conclusions reached.
  • Build and nurture strong working relationships with client management and peer client levels.
  • Some local travel to client locations required

Requirements:

  • B. S. degree in accounting, finance, or similar; CPA preferred.
  • 3-5 years of accounting and/or tax experience in a public accounting firm.
  • Demonstrated working knowledge of accounting systems including Excel and QuickBooks. Experience with ProSystem fx Engagement a plus.
  • Excellent interpersonal and communication skills.
  • Strong project management and problem solving skills.
  • Demonstrated ability to coach, motivate and direct a team of people.
  • Demonstrated ability to develop and maintain customer service approach when building and maintaining client relationships.

 

H-1B applicants welcome.

 

Location: Boston,MA

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

 

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

Fixed Income Accounts Manager – NYC

May 2, 2019 by

Our Client an Industry expert in Credit & Risk Analysis is currently seeking a Sales Manager in NYC. Candidate will be part of the Strategic Accounts Team and be responsible for managing commercial relationships and sales.

This is a direct sales, target based performance position. You will be expected to develop relationships within the existing client base, as well as retain and grow existing revenue.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or related field is preferred.
  • 4+ years of sales/business development experience with a proven track record in managing client relationships, developing business and growing revenue streams, achieving goals consistently year after year.
  • Deep knowledge of accounts and marketing dynamics.
  • Ability to develop customer relationships and commercial engagement at all levels.
  • Knowledge of risk analysis and modelling.
  • Excellent communication skills, both written and verbal.

 

** Role will require 30% travel.

 

Location: NYC

Salary: $170K Base (OTE approx. $270K)

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, Job Alerts, New York, Sales

Financial Analyst – Portfolio Valuation (Boston, MA)

March 29, 2019 by

Our client is a top rated independent valuation practice seeking an analyst to join their Boston 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: Boston, MA

Salary: Competitive Base * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

 

 

Filed Under: Job Alerts, Massachusetts, New England, Valuation Tagged With: , , , , , , , ,
Careers on the Move