JOB ALERT

Valuation Manager – Intangible Assets (NYC)

April 25, 2022 by

Responsibilities:

  • Manage and deliver business and intangible valuations for mergers and acquisitions, financial reporting, tax and regulatory compliance, restructuring and reorganization, corporate services and management planning purposes
  • Design the scope of work for engagements, oversee day-to-day activities, assume responsibility for quality control and accuracy of client deliverables, and effectively manage risk associated with engagements
  • Build, maintain, and enhance client relationships
  • Perform reviews of third party appraisals for audit support purposes
  • Supervise and mentor staff; provide timely and effective performance feedback and training
  • Assist in business development efforts; collaborate with other branches to build cross-functional relationships

Qualifications:

  • Bachelor’s degree in accounting, finance, economics, or business from an accredited college/university;
  • A minimum of five years of financial advisory and valuation experience within a business valuation firm or valuation practice of an audit, tax and advisory firm with a strong finance and/or accounting background
  • ABV credentials a plus
  • Significant experience with valuations of business entities and intangible assets, purchase price allocations, analyzing goodwill and long lived asset impairment, supporting a company’s value for bidding or asking price plans, litigation support, and financial analysis and research
  • Excellent written and verbal communication skills, solid analytical and financial modeling skills, the ability to work well in a team environment and a commitment to mentoring and developing staff
  • Demonstrated ability to oversee multiple valuation engagements and manage client relationships

 

Location: NYC

Salary: $115K range * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Job Alerts, New York, Valuation

Valuation Associate (NYC)

April 19, 2022 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.

 

This is a mixed position that will assist in both Complex Assets & Financial Reporting Valuation

Required Experience:

  • Bachelors degree in Finance, Economics or related field with a demonstrated aptitude in quantitative and qualitative analysis. MBA preferred.
  • 2-3 years  valuation experience in Complex Securities and/or Financial Reporting
  • Experience in
    • ASC 718
    • 409A
    • Goodwill Impairment
    • Options and warrants
    • PPAs
    • Tax / Financial Reporting Valuations
  • Ability to work on multiple engagements
  • Experience working at a valuation firm or at an accounting firm in a valuation practice
  • Strong writing and presentation skills
  • Strong technical skills including MS Excel, Word and Powerpoint skills
  • Strong proficiency with on-line databases (Capital IQ) and Internet research of company specific, industry and economic analysis
  • Positive attitude and a strong work ethic
  • Valuation credentials, or pursuit of such credentials, a plus (ASA/AM, CPA/ABV, CVA, AVA, CFA)

Location: New York City, NY

Salary: $75K-90K range

Contact a Recruiter at Careers On The Move 

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

Senior Associate – Business Valuation (NYC)

March 25, 2022 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

Salary: $80K-$110K range * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Job Alerts, New York, Valuation

Entry Level Valuation Associate – Portfolio Securities (NYC)

January 30, 2022 by

Our client is a fast growing valuation firm based in Manhattan, with additional offices located nationwide. Clients include hedge funds, private companies, high-net-worth individuals, public firms and other large financial institutions.

Seeking an entry level Valuation Associate, Portfolio Securities candidate to assist the business valuation group with client management, which involves gathering data, performing financial valuation services and due diligence, writing final valuation reports, as well as support business development initiatives.

Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• 0-1 year experience
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparable.
• Strong quantitative skills.
• Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
• Strong technical skills including Word and PowerPoint skills

Location: NYC
Salary: $65K range Plus Bonus

Contact a Recruiter at Careers On The Move 

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

Valuation Manager – Corporate Finance (NY / NJ / PA)

September 5, 2021 by

Responsibilities

    • Experience preparing and reviewing valuations for financial reporting and tax purposes
    • Experience in the application of valuation methodologies for:
      • Options, warrants and derivatives and use of binomial/lattice and Monte Carlo simulation models
      • Privately-held companies and different equity securities of privately-held companies
      • Valuation of securities for share-based compensation in accordance with IRC 409A and ASC 718, including modeling of complex capital structures with option pricing models
      • Purchase price allocations, valuation of intangible assets and contingent consideration in compliance with ASC 805
      • Impairment testing of goodwill and long-term assets in compliance with ASC 350
      • Valuation of derivative instruments in compliance with ASC 815
      • Valuation of portfolio investments in compliance with ASC 820
      • Quantification of discounts and premiums
    • Experience managing, mentoring and training team members.
    • Experience interfacing with clients/auditors and managing the relationships.

 

Requirements: 

    • Bachelor’s degree in Finance, Economics, or equivalent field is required.
    • CFA, CEIV, ASA/AM, CPA/ABV, CVA preferred
    • 6 + years of valuation experience, with experience at a valuation firm or at an accounting firm in a valuation practice
    • Experience with on-line databases (S&P Capital IQ) and Internet research of company specific, industry and economic analysis

 

Location: NY / NJ/ PA

Salary: Competitive Base * Plus Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Featured Jobs, Job Alerts, New Jersey, New York, Pennsylvania, Valuation

Valuation Associate (NYC)

May 6, 2021 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.

 

This is a mixed position that will assist in both Complex Assets & Financial Reporting Valuation

Required Experience:

  • Bachelors degree in Finance, Economics or related field with a demonstrated aptitude in quantitative and qualitative analysis. MBA preferred.
  • 2-3 years  valuation experience in Complex Securities and/or Financial Reporting
  • Experience in
    • ASC 718
    • 409a
    • Earn Outs
    • Goodwill Impairment
    • Options and warrants
    • PPAs
    • Tax / Financial Reporting Valuations
  • Ability to work on multiple engagements
  • Experience working at a valuation firm or at an accounting firm in a valuation practice
  • Strong writing and presentation skills
  • Strong technical skills including MS Excel, Word and Powerpoint skills
  • Strong proficiency with on-line databases (Capital IQ) and Internet research of company specific, industry and economic analysis
  • Positive attitude and a strong work ethic
  • Valuation credentials, or pursuit of such credentials, a plus (ASA/AM, CPA/ABV, CVA, AVA, CFA)

Location: New York City, NY

Salary: Competitive

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, New York, Valuation Tagged With: , , , , , , , , , , , ,

Private Equity Accountant, Senior Associate, Associate Manager and Manager (NY / NJ)

April 29, 2021 by

Our Client is looking for highly motivated Private Equity Accountants with outstanding skills in the fund administration arena for their Union County, NJ and New York offices.

Responsibilities Include:

  • Maintain all financial data in the investment database
  • Post all journal entries and prepare monthly trial balance reports
  • Reconcile all cash received from investors and investments
  • Reconcile bank accounts
  • Calculate capital calls and distributions
  • Allocate income to partners in accordance with terms of partnership agreements
  • Prepare and issue quarterly financial statements, in accordance with US GAAP for each entity
  • Maintain and update investment data (number of shares, location of securities, country of origin)
  • Interact with clients and provide information as needed

Skills and Knowledge Required:

  • Bachelor’s degree in Accounting, Finance or Economics
  • CPA and/or MBA are strong pluses
  • 2+ years related experience in fund accounting preferably within the Private Equity field
  • Strong knowledge of Bloomberg, financial reporting and financial products (ie: equities, futures, fixed income)
  • Proven ability to work as part of a team
  • Excellent client relationship management skills
  • Prior experience training, delegating tasks, and reviewing work is a plus
  • Ability to work in a fast paced environment
  • Strong organizational skills
  • Must be able to interact with

Location: New York / Union County, NJ

Salary: Up to $75K plus bonus

 

Contact a Recruiter at Careers on The Move 

 

 

Filed Under: Accounting, New Jersey, New York Tagged With: , , , , , , , ,

Valuation Manager – International Bilingual: Japanese – Intangible Assets (NYC)

April 25, 2021 by

Responsibilities:

  • Manage and deliver business and intangible valuations for mergers and acquisitions, financial reporting, tax and regulatory compliance, restructuring and reorganization, corporate services and management planning purposes
  • Design the scope of work for engagements, oversee day-to-day activities, assume responsibility for quality control and accuracy of client deliverables, and effectively manage risk associated with engagements
  • Build, maintain, and enhance client relationships
  • Perform reviews of third party appraisals for audit support purposes
  • Supervise and mentor staff; provide timely and effective performance feedback and training
  • Assist in business development efforts; collaborate with other branches to build cross-functional relationships

Qualifications:

  • Bachelor’s degree in accounting, finance, economics, or business from an accredited college/university;
  • A minimum of five years of financial advisory and valuation experience within a business valuation firm or valuation practice of an audit, tax and advisory firm with a strong finance and/or accounting background
  • ABV credentials a plus
  • Significant experience with valuations of business entities and intangible assets, purchase price allocations, analyzing goodwill and long lived asset impairment, supporting a company’s value for bidding or asking price plans, litigation support, and financial analysis and research
  • Excellent written and verbal communication skills, solid analytical and financial modeling skills, the ability to work well in a team environment and a commitment to mentoring and developing staff
  • Demonstrated ability to oversee multiple valuation engagements and manage client relationships

 

*** Japanese Fluency a must

 

Location: NYC

Salary: $110K range Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

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

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

April 24, 2021 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

Salary: Competitive Base * Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

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

Sr. Associate – Alternative Investment Valuations (NYC / Los Angeles)

April 11, 2021 by

Responsibilities:

  • Assist in the preparation of valuations mainly consisting of a alternative investment activities.
  • Build new and maintain existing financial models including but not limited to discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models
  • Analysis on financial and economic data.
  • Preparation of of reports and presentations

Qualifications:

  • Bachelors Degree in Finance or similar.
  • 3+ years of experience in investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets.
  • Excellent written and verbal communication skills.

 

Location: NYC / Los Angeles

Salary: Competitive Base * Plus Bonus Package

Contact a Recruiter at Careers On The Move 

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