Business Development Associate – Boston, MA

Our client is an independent valuation firm with a 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.

This candidate should have concentrated Business Development experience.  Must have experience with Financial Statements 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.  They will train on their product line. This position will support a certain market initiative into BDCs and PE.

MBA preferred.

This is a fantastic place to work, and the management team is very professional and great to work with.   Really nice, supportive environment.



Responsible for managing client relationships and business development within the financial, corporate and asset management communities

Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;

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

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.

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;

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


  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • 2-5 years of successful Business Development experience selling to businesses and institutions.
  • Experience in one of the following industries required: Valuation, Hedge Fund, Private Equity, Insurance and/or Financial Firm.
  • Excellent Prospecting skills
  • Long hours and insight and desire to keep up with the M&A service advisors; up to 20% travel

Location: Boston, MA

Salary:  Competitive Base Salary + Quarterly Profit-Share & Bonus

Contact a Recruiter at Careers On The Move


High Volume Hiring for Top Valuation Firms (Multiple Locations)

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!


Locations: NYC, Princeton, San Francisco, Milwaukee and More!

Salary: Competitive

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Senior Audit Professionals – New England Locations

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.




  • 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.



    • 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


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Valuation Manager – Boston, MA / Connecticut

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.



    • 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.



    • 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 

Senior Accounting Associate (Boston, MA)

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.


  •  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


  • 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


Financial Analyst – Portfolio Valuation (Boston, MA)

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.


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.



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

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Vice President, Business Development (Boston, MA)

Our client is a prominent wealth management firm located in Boston, MA. They are seeking a Vice President, Business Development to drive client growth, as well as maintain existing client relationships. Must have a successful track record in achieving sales goals in a financial services environment.

• Responsible for business development to find high net worth prospects to the firm such as attorneys, CPAs and other advisors of company clients.
• Prospect and develop these new leads, as well as maintain relationships with existing clients through meetings and attending industry events.
• Must generate large sales revenue.
• Interact and coordinate with equity sponsors, investment bankers, accountants and attorneys;
• Continually monitor certain economic, industry, capital market and company trends and developments;
• Conduct business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.

• Bachelors Degree in Finance, Business Administration or related field required. MBA or CFA preferred
• Excellent and successful background working within Business Development required.
• Excellent Prospecting skills

Location: Boston, MA
Salary: Highly Competitive Compensation Package

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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.

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.


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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Senior Associate – Valuation (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. They are currently seeking a Senior Associate to join their Economic and Valuation Services practice.


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.


Two years of experience with valuation-related projects within an audit, tax, and advisory firm

Bachelor’s degree in Accounting, Finance, or Business

A thorough understanding of valuations of business entities and intangible assets, purchase price allocations, and financial analysis and research

Chartered Financial Analyst (CFA) designation preferred

Knowledge of the MS Office Suite including Word, Excel, and PowerPoint

Excellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environment

Location: Boston, MA

Salary: $75,000 – 85,000 Plus bonus

Contact a Recruiter at Careers On The Move