JOB ALERT

Director / Managing Director (Any Major U.S. City)

September 9, 2024 by

Our Client, is seeking seasoned professionals to further expand it’s market presence in the stock-based compensation and complex securities advisory services arena. Core responsibilities will consist of expanding the volume and variety of engagements and well as building a team of professionals to meet client service needs.

Company practice areas include complex financial reporting, valuation, corporate finance, dispute resolution, enterprise risk, outsourcing, process and technology, reserve engineering and geosciences, restructuring, strategy and organization, and tax.

Requirements:

  • Bachelors Degree in Finance or Accounting (MBA a plus)
  • 8-12+ years relevant experience preferably with Big 4 expertise.
  • CFA / CPA Certification preferred

 

Location: Any Major U.S. City 

Base salary: $200-$275K

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Filed Under: Accounting, California, Colorado, Connecticut, Delaware, Featured Jobs, Florida, Georgia, Louisiana, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, United States, Utah, Valuation, Virginia, Washington DC, West Virginia, Wisconsin Tagged With: , , , ,

Financial Analyst – Portfolio Valuation (Bucks County, PA / NYC / Boston, MA – Hybrid Position)

August 5, 2024 by

Our client is a top rated independent valuation practice seeking an analysts for immediate start to join their portfolio securities 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.

2-5 years experience required. CFA / CPA a plus

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 / NYC – Hybrid position

Salary: up to 120K plus generous quarterly profit-share and bonus

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Filed Under: Accounting, Featured Jobs, Financial Services, Job Alerts, New Jersey, New York, Pennsylvania, Valuation Tagged With: , ,

Vice President – Trust, Estates, and Gift Tax Valuation (NJ / Remote)

August 5, 2024 by
Interested in joining an established, expanding firm with excellent leadership?

Our client is a leading financial advisory firm hiring a Specialist  in Trust, Estates and Gift Tax to their team. You would perform business appraisals and valuations primarily for estate tax planning purposes to closely held businesses, trusts, estates, and family businesses. This position would report into a Partner in the firm.

Requirements:

  • Bachelor’s Degree in Finance, Business Administration, Accounting or another related field is required. Master’s Degree and/or CFA Designation (or CFA candidate) preferred. American Society of Appraisers – Accredited Senior Appraiser (ASA) in Business Valuation preferred.  CPA or ABV a plus.
    • Minimum 10+ years valuation experience required.
  • Minimum 10 years working with trust, estates and gift tax for estate tax planning purposes.
    • Working experience with Excel modeling required.
  • Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills

 

Stable job history is mandatory.

 

For exceptional candidates a H-1B transfer or relocation assistance would be considered.

Location: Central NJ / Remote

Salary: $180K  plus bonus

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Filed Under: Financial Services, Job Alerts, New Jersey, New York, Valuation Tagged With: , , , , , , , , , ,

Business Development- Inside Sales (NYC / NJ)

August 4, 2024 by

Our Client is seeking Business Development Professionals for their Private Equity team focused on Inside Sales. Ideal candidate will be able to maintain / build relationships while generating corporate sales.

Responsibilities:

• Conduct market research to identify target companies and key individuals at those companies
• Initiate communications with companies and conduct ongoing follow up
• Monitor M&A activity and trends in the territory and track M&A activity at target companies
• Provide research support for meetings
• Develop marketing collateral, presentations and meeting materials
• Attend networking and other professional events

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • 2-4 years of business development experience with a concentration in inside sales
  •  Strong verbal, written communication, listening and interpersonal skills
  • Ability to prioritize multiple assignments and collaborate with internal teams to manage time-sensitive engagements
  • Strong work ethic and capacity to work flexible hours around critical due dates
  • A broad knowledge of finance
  • Comfort and experience dealing with private equity firms and corporate finance and accounting staff
  • Experience with private equity and/or investment banking a must.
  • General understanding of valuation and/or financial reporting also a plus

 

Location: NY / NJ based remote position

Salary: $70K plus generous profit-share & bonus

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Filed Under: Business Development, Featured Jobs, New Jersey, New York, Remote Position, Remote Positions, Valuation Tagged With: , , , ,

AVP / Sr. Associate – Trust, Estates, and Gift Tax Valuation (NYC / Central NJ – Remote)

July 30, 2024 by

Interested in joining an established, expanding firm with excellent leadership?

Our client is a leading financial advisory firm hiring a Specialist  in Trust, Estates and Gift Tax to their team. You would perform business appraisals and valuations primarily for estate tax planning purposes to closely held businesses, trusts, estates, and family businesses. This position would report into a Partner in the firm.

Requirements:

  • Bachelor’s Degree in Finance, Business Administration, Accounting or another related field is required. Master’s Degree and/or CFA Designation (or CFA candidate) preferred. American Society of Appraisers – Accredited Senior Appraiser (ASA) in Business Valuation preferred.  CPA or ABV a plus.
  • Minimum 3+ years valuation experience required.
  • Minimum 3 years working with trust, estates and gift tax for estate tax planning purposes.
  • Working experience with Excel modeling required.
  • Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills  

 

Stable job history is mandatory.

Relocation assistance would be considered.

Location: NYC / NJ – Remote

Salary: $160K plus bonus

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Filed Under: Accounting, Featured Jobs, New York, Remote Position, Remote Positions, Valuation Tagged With: , , , , , , , , , ,

Business Development Associate (NYC)

July 16, 2024 by

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.

Team oriented supportive environment with excellent mentorship.

Responsibilities:

• Conduct market research to identify target companies and key individuals at those companies
• Initiate communications with companies and conduct ongoing follow up
• Monitor M&A activity and trends in the territory and track M&A activity at target companies
• Provide research support for meetings
• Develop marketing collateral, presentations and meeting materials
• Attend networking and other professional events

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • 1–3 years of business development experience
  •  Strong verbal, written communication, listening and interpersonal skills
  • Ability to prioritize multiple assignments and collaborate with internal teams to manage time-sensitive engagements
  • Strong work ethic and capacity to work flexible hours around critical due dates
  • A broad knowledge of finance
  • Comfort and experience dealing with private equity firms and corporate finance and accounting staff
  • Experience with private equity and/or investment banking a plus
  • General understanding of valuation and/or financial reporting also a plus

 

Location: NYC

Salary: $70-$120K plus profit-share and bonus

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Filed Under: Accounting, Featured Jobs, New York, Valuation Tagged With: , , ,

Senior Associate – Business Valuation (NYC)

July 13, 2024 by

Responsibilities:

  • Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
  • Participate in due diligence activities on pending M&A transactions, public-company purchase price allocations, goodwill impairment measurement, international restructurings and private-company fairness opinions
  • Assist in report preparation, proposals and executive presentations
  • Prepare and analyze financial and economic data for tax and regulatory compliance
  • Review and analyze U.S. Generally Accepted Accounting Principles (GAAP) financial statements
  • Research comparable publicly-traded companies

Qualifications:

  • Bachelor’s degree in accounting, finance, or business from an accredited college/university
  • A minimum of three years of experience with valuation-related projects within an audit, tax, and advisory firm
  • Experience with 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: NYC (Hybrid Role)

Salary: up to $140K Plus Generous Quarterly & Year End Bonus

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Filed Under: Accounting, Featured Jobs, Job Alerts, New York, Valuation Tagged With: ,

Business Development Associate – Atlanta, GA

June 19, 2024 by

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

Responsibilities:

• Conduct market research to identify target companies and key individuals at those companies
• Initiate communications with companies and conduct ongoing follow up
• Monitor M&A activity and trends in the territory and track M&A activity at target companies
• Provide research support for meetings
• Develop marketing collateral, presentations and meeting materials
• Attend networking and other professional events

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • 1–3 years of business development experience
  •  Strong verbal, written communication, listening and interpersonal skills
  • Ability to prioritize multiple assignments and collaborate with internal teams to manage time-sensitive engagements
  • Strong work ethic and capacity to work flexible hours around critical due dates
  • A broad knowledge of finance
  • Comfort and experience dealing with private equity firms and corporate finance and accounting staff
  • Experience with private equity and/or investment banking a plus
  • General understanding of valuation and/or financial reporting also a plus

 

Location: Atlanta, GA

Salary:  Competitive Base Salary + Bonus

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Filed Under: Banking, Brokerage, Financial Services, Job Alerts, Massachusetts, New England, New Jersey, New York, Sales, Valuation Tagged With: , , , , , , , , , , , , , ,

Vice President – Portfolio Valuation (Bucks County, PA / NYC / San Francisco, CA)

May 14, 2024 by

Our client is a top rated independent valuation practice seeking an experienced portfolio valuation associate to join their NYC office at the VP level. The Vice President will be in charge of conducting valuations of various securities for investment companies (hedge funds, BDCs, etc.). These assignments will consist of but not be limited to illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products.

Excellent opportunity to work on top deals and gain key industry contacts gaining exposure to a wide range of valuation assignments involving both private and public companies. 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.

Responsibilities:

  • Managing  and working with analysts and associates to conduct relevant research to support valuations, including analyses of subject company valuation drivers, research on private equity and private credit cost of capital, research and analysis of relevant industries and end markets, and comparable analyses.
  • Valuation of illiquid securities for hedge funds, private equity funds and business development companies.
  • Gather and document pertinent data obtained through client interaction.
  • Create and utilize financial models for discounted cash flow, guideline market multiple, market transaction and option valuations.
  • Manage and assist analysts and associates with valuation analyses and judgments to conclude fair value of relevant businesses and securities.
  • Prepare and review reports, and  relayresults to clients.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  •  7-15 years’ experience in financial services
  • Extensive experience with debt instruments and credit analysis
  • Proven technical, analytical and problem solving skills
  • Demonstrated oral and written communication skills; experience working in a team setting and having interactions with clients.
  • Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

 

 

Green card and/or US Citizenship is required

 

 

Location: Bucks County, PA / NYC / San Francisco, CA

Salary: Highly Competitive Base + Quarterly & Year-end Bonuses

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Filed Under: Featured Jobs, Financial Services, Job Alerts, New York, Valuation

Assurance Professionals – All Levels (Nationwide)

May 6, 2024 by

Responsibilities

  • Coordinate various planning phases of engagements and ensure work in 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

  • MBS/BS/MS in Accounting, Finance,or similar.
  • CPA required
  • 3+  years of relevant experience.
  • Advanced knowledge of generally Accepted Accounting Principles (GAAP)/Tax Law Knowledge

 

Location: Nationwide

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

 

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