Senior Valuation Analyst – Portfolio Securities (Central NJ)

Excellent opportunity to work on top deals and gain key industry contacts. 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.

Our client is a top rated independent valuation practice.

Our client has two open positions for a Senior Valuation Analyst. The roles are:

  1. Senior Valuation Analyst – Porfolio Valuation Group
  2. Senior Valuation Analyst – Purchase Price Allocation/Goodwill Impairment Group

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.

Minimum 3 to 5 years dependent on relevant work experience and education, specifically working with Portfolio Securities.

Minimum 3 to 5 years experience with either Portfolio Valuation or Purchase Price Allocation and GoodWill Impairment.

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: Central NJ

Salary: $60K-$85K Plus Quarterly & Year End Bonus

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Private Equity Accounting Manager and Accountant (NYC and Northern New Jersey)

My client has two openings – a Private Equity Manager and a Private Equity Accountant.

 

** Manager Role – Minimum 8 years experience in private equity and direct lending accounting.

** Accountant Role – Minimum 2 years experience in fund accounting, preferably within Private Equity.

 

Requirements For Both Positions:

  • Bachelors Degree in Finance, Accounting Business Administration or another related field is required. Masters Degree preferred.
  • CPA Preferred
  • Working background with Bloomberg, financial reporting and financial products.

 

Location:  NYC and Northern New Jersey

Salary: Competitive

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Real Estate Senior Structured Products Analyst (NYC or Central NJ)

Our client is a leader in financial advisory. Seeking a Senior Analyst with concentrated real estate valuation experience and strong experience with complex financial instruments.

Responsibilities:
Our client is seeking a candidate with heavy quantitative skills. The candidate will be responsible for supporting valuation services: specifically complex financial instruments. They will perform analysis and review model functionality, evaluate, and document the methodology employed, assumptions used and conclusions reached. The ideal candidate will have experience valuing structured products as well. They will be responsible for presenting valuation concepts to institutional clients which consist of hedge funds, private equity, pensions and endowments and financial institutions.

Qualifications:
• Bachelor’s degree in math, physics or engineering from an accredited college/university. MBA and/or CFA is strongly preferred.
• Strong background with Structured Products and/or REITS experience required.
• Excellent ability to understand real estate from a financial perspective, from either a REIT or structured product standpoint.
• 5 years plus experience with options/derivatives valuations
• Exposure to structured credit asset classes like CMBS or CLOs and/or CDOs
• Experience with RMBS analysis is a plus
• Modeling experience with Intex
• Some familiarity with other market data applications such as Bloomberg is essential
• Some entrepreneurial experience
• Strong verbal and written communication skills

Location: NYC or Central NJ
Salary: $100K Base Plus Annual Bonus and Quarterly Profit Share

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Senior Associate – Valuations (Short Hills, NJ)

Our client is a top consulting firm with offices around the world. They provide a broad range of tax and advisory services. They are currently seeking a Senior Associate.
Responsibilities:

The ideal candidate will be responsible for the business development efforts in Pharmaceutical and Life Sciences service transactions. They will perform analysis of  vendor cost and market data for unique assets and services. They will possess the ability to develop and review Excel based FMV models. They will manage client relationships. Be responsible for the supervision, mentoring, and development of skills for staff including valuations, communication, time management, and client product delivery

Qualifications:

Three years of experience with providing valuation opinions,

Experience in the healthcare or life sciences sector is required

A Bachelor’s degree or above in Finance, Accounting, Economics, Mathematics or Quantitative Finance

Possessing professional credentials is a plus: ABV, CFA, AM or ASA

Excellent business development skills

Understanding of the Pharmaceutical industry with the ability to accurately foresee potential clients’ valuation needs based on the current and future regulatory environment

Ability to easily communicate valuation concepts to clients

Excellent written and verbal communication skills as well as strong analytical skills

Location: Short Hills, NJ

Salary: Competitive

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Manager/Senior Manager, Transfer Pricing (NYC or Short Hills, NJ)

Our client is a top consulting firm with offices around the world that provides a broad range of federal, state, local and international tax services. They are currently looking tor a Senior Transfer Pricing Manager with a strong track record of working effectively on complex client projects, and extensive transfer pricing experience.

Responsibilities:

Evidence of an interest in how businesses operate across the value chain, strong project management experience and a high level of client contact is advantageous. As is a background In economics or business consulting.

A track record of completing complex projects for businesses

A track record of delivering high quality work for clients; demonstrating an understanding of the client’s business and relevant professional standards and maintaining strong client relationships.

Experience in leading teams; respecting and valuing all people and encouraging different perspectives.

Experience in building internal and external relationships and networks.

An ability to plan and deliver work against tight deadlines.

Qualifications:

Eight years of experience

Strong background in advisory related projects with an audit, tax, and/or advisory services firm

Experience in one or more of the following areas: transfer pricing studies, financial statement analysis, quantitative analysis

Bachelor’s degree in Accounting, Finance, Economics, or Business from an accredited college/university

Graduate degree in Economics, Business, Finance, Mathematics or Statistics

Thorough understanding of the U.S. Regulations and international pricing environment

Excellent written and verbal communication skills, solid research skills, and the ability to work well in a team environment and/or independently

Strong MS Word, Excel, Access

Location: Short Hills, NJ or  New York, NY

Salary: $100,000 – 140,000 Plus Bonus

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Senior Valuation Associate, Valuation Manager and Senior Valuations Manager – Healthcare & Life Sciences (Short Hills, NJ)

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 Valuation Manager – Heathcare and Life Sciences

Responsibilities:

Manage and deliver valuation services in the Life Sciences or Pharma Industries. Rendering financial opinions with respect to valuation, fairness and solvency. 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. Continually monitoring certain economic, industry, company trends and developments. Preparing and presenting detailed financial analyses and reports. 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. Supervise, mentor, and facilitate the development of consulting skills for staff including valuation principles, communication, time management, and client product delivery.

Requirements:

* At least five years of relevant experience

* Bachelor’s degree in Accounting, Finance, Economics, or Business* CFA or ASA required

* Experience in the Pharma or Life Sciences verticals

* Prior Management experience required

* A thorough understanding of valuation theory and practice.

* Superior written and verbal communication skills, solid analytical skills, and the ability to work well in a team environment

Salary: Competitive Base Plus Bonus
Location: Short Hills, NJ

Contact a Recruiter at Careers On The Move 

Valuation Manager – Financial Reporting (Central NJ)

Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide.

They are seeking a Manager – Financial Reporting for their financial reporting valuation group. The ideal candidate will perform and review valuations for financial reporting purposes through the use of modeling and comparative analyses.

Responsibilities:

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.

Requirements:

The ideal candidate should have concentrated valuation experience.  Direct current experience in ASC 350/805  (Goodwill Impairment) a must. As well as an advanced, working knowledge of Excel and Word.  Strong oral and written communication skills and superior analytical capabilities are essential. Must have quant skills and be familiar with financial modeling. A degree in Finance is required. An MBA and/or CFA (or CFA candidate) are also preferred. A background in accounting coursework is important and relevant to the responsibilities of the position.

Location: Central NJ

Salary: $100,000 – $125,000 Plus Bonus

Contact a Recruiter at Careers On The Move 

Valuation Associate and Senior Valuation Associate (Central NJ)

Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide.

The Valuation Associate and  Senior Associate roles will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to the head of the firm’s transaction and advisory practice, they will manage sell-side and buy-side M&A activities and fairness opinion services.  In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies, effect corporate restructuring, create new classes of equity, maintain compliance with Employee Stock Ownership Plans and other ERISA plans, and effect intra-family ownership transfers, among others.

The ideal candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions.  Direct current experience in ASC 350/805  (Goodwill Impairment) a must. As well as an advanced, working knowledge of Excel and Word.  Strong oral and written communication skills and superior analytical capabilities are essential. Must have quant skills and be familiar with financial modeling. A degree in Finance is required. An MBA and/or CFA (or CFA candidate) are also preferred. A background in accounting coursework is important and relevant to the responsibilities of the position.

Senior Level Associate Candidate will have 2-4 years experience.

Associate Level Candidate will have 1-2 years experience.

Location: Central NJ

Salary: Competitive

Contact a Recruiter at Careers On The Move 

 

Transfer Pricing Manager (Short Hills, NJ)

Our client is a top consulting firm with offices around the world. Our Client provides a broad range of federal, state, local and international tax services. They are currently seeking a Manager, Transfer Pricing.

Responsibilities:

The Transfer Pricing Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. They will perform financial analysis of industry data and financial data provided by the client to assist in the documentation of appropriate intercompany pricing policies. Conducts detailed review of facts relating to transfer pricing and data and identifies basic, complex and advanced issues through the engagement. Conducts detailed review of transfer pricing analysis and reports on it. Ensures clients are compliant with transfer pricing requirements. Prepares planning and documentation reports. In this role, the STS Transfer Pricing Manager will be responsible for business development. And recognizing potential changes in tax policy and applying new policies to tax compliance.

Requirements:

Five years experience in an advisory capacity required

Five years experience working within a transfer pricing practice required

Knowledge of the GAAP and the U.S. Transfer Pricing Regulations and international transfer pricing environment
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word

Excellent oral and written communication skills

Superior analytical  and research skills

Solid organizational skills especially ability to meet project deadlines with a focus on details

Ability to successfully multi-task while working independently or within a group environment

Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously

Capable of effective managing a team of tax professionals and delegating work assignments as needed

Capacity to build and maintain strong relationships with internal and client personnel

Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel

Ability to successfully interact with professionals at all levels

Superior ability to research taxation topics and communicate or compose written analysis effectively

Education:

Bachelors degree in Accounting, Economics or other relevant field of study required.

Advanced degree preferred, or significant progress towards an advanced degree

Salary: $100,000 – 140,000 Plus Bonus

Location: Short Hills, NJ

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Valuation Manager – Generalist (Central NJ)

Our client, a leading valuation firm in Princeton, NJ, is seeking a hands-on  Manager to support their Financial ReportingTax-Based ValuationTransaction & Advisory Services  and  Litigation Support practices.

Requirements:

* Direct current experience in a Valuation practice, gift and estate tax required.

* At least five years of relevant experience.

* Prior Management experience required.

* A thorough understanding of valuation theory and practice.

* CFA or ASA required

* MBA preferred

Location: Central NJ

Salary: $85,000 – $130,000 plus bonus

Contact a Recruiter at Careers On The Move