JOB ALERT

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

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

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

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

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: , , , , , , , , , , , ,

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

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Filed Under: Accounting, New York, 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

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

Entry Level Financial Reporting Analyst (NYC)

March 15, 2021 by

Our client is a top rated independent financial advisory & valuation practice expanding their Milwaukee office.

The Financial Analyst will primarily perform primarily perform valuations for purchase price
allocation, impairment testing purposes, and stock compensation expense.

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:

  • Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
  • Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.
  • 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
  • Research comparable publicly-traded companies
  • Gather and document pertinent data obtained through client interaction. .
  • 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:

Recent Grad-3 years experience.

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance from top college. Any coursework in valuation or securities analysis a plus.

Must have CFA or be in the process of obtaining it.

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: NYC

Salary: Very Competitive + Bonus package

 

 

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Filed Under: Job Alerts, New York, Valuation

Senior Valuation Manager (NYC)

February 17, 2021 by
Responsibilities:
 
  • Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of investments
  • Manage managers and staff in the preparation of valuations for closely held or publicly traded companies with a focus on the alternative investment space.
  •  Participate in business development and origination activities
  • Work with financial models including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models.
  • Perform analyses on financial and economic data, subject companies, guideline companies, industries and markets, and other types of fund and investment analysis.
  • Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers
 
Qualifications:
  •  Bachelor’s Degree In finance or Similar. MBA Preferred.
  • CFA / CPA / ABV / CMA preferred.
  • A minimum of eight years of experience in one or more of the following areas: investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets
  • Advanced finance, financial modeling, accounting, and analytical abilities
  •  Excellent written and verbal communication skills and the ability to work well in a team environment and/or independently
  • Strong work ethic, ability to multitask, presentation, organizational and problem-solving skills, and attention to detail

Location: NYC

Salary: Competitive Base * Plus Quarterly & Year End Bonus

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

Valuation Analyst – Financial Reporting (San Francisco, CA)

January 16, 2021 by

Our client is a top rated independent valuation practice.

This candidate should have concentrated financial reporting valuation experience and strong experience with fairness/solvency opinions.  This would include Equity valuations, Purchase price allocations, Goodwill impairments, Solvency opinions, and Equity Allocations (Option Pricing Models).

The Valuation Analyst will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to upper management of the firm’s transaction and advisory practice, and will conduct sell-side and buy-side M&A activities and solvency opinion services.  In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market 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.

Requirements:

Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.

Up to 5 years  experience, preferably at a valuation or accounting firm, OR a minimum 1 – 2 years working experience within an investment banking, asset management or economic/financial consulting firm.

Must have background/exposure with financial reporting, accounting and valuation issues, as well as  financial modeling.

Direct current experience in ASC 350/805  (Goodwill Impairment) a must.

Background in generating financial valuation modeling utilizing standard methodology practices, as well as common stock option valuations experience under 409A.

Strong writing and presentation skills; experience preparing and reviewing valuation reports.

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

 

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, New York, Valuation Tagged With: , , , , , , , , , , , ,

Partner Business Valuation – NYC

December 8, 2020 by

Responsibilities

  • Initiate plans of growth and change.
  • Proactively and effectively contribute to the marketing and business development efforts of the Practice.
  • Client service, relationship management, and day-to-day quality and risk management associated with running the practice.
  • Demonstrate the highest professionalism and business acumen in all interactions with clients and team members.
  • Mentor team members to meet and exceed their objectives.
  • Have prior experience successfully leading and being a team player of a group of business valuation professionals.
  • Set financial targets

 

Qualifications

  • BS and/or Masters in Accounting, Finance, or similar. MBA and/or CFA / ASA / FINRA a plus
  • 10+ years of experience in core business valuation services is required.
  • Prior experience working at a Big 4 or Top 10 accounting advisory firm is preferred.
  • Proven track record of past activities that produced financial results.
  • Prior track record of generating and managing $1.5+ million in annual revenue.

 

Location: NYC

Base salary: Highly Competitive 

 

Contact a Recruiter at Careers on The Move 

 

Filed Under: Job Alerts, New York, Valuation

Senior Real Estate Tax Manager (NYC)

November 21, 2020 by

Responsibilities

  • Review real estate partnership/corporate returns.
  • Manage compliance engagements, from budgeting to scheduling to managing staff.
  • Experience in working with REITs.
  • Perform research and draft memoranda on real estate issues.
  • Train and supervise staff, review and evaluate their work.
  • Make suggestions to help improve efficiencies, within department and on engagements.
  • Build new and existing client relationships and demonstrate interest and knowledge of client’s business.

Qualifications

  • Bachelors Degree in Finance, Accounting, or similar. Masters degree in Taxation is preferred.
  • CPA required.
  • 10-15 years of experience specifically handling real estate partnerships with some experience handling REITs and corporate structures involving real estate.
  • Candidate should be able to demonstrate strong Subchapter K (partnership) skills.
  • Excellent communication skills (both verbal and written).
  • Ability to manage client relationships.
  • Ability to plan for and oversee the timely completion of engagements.
  • Very good training skills and the ability to supervise large engagements.
  • Excellent judgment and the ability to work independently.

 

Location: NYC 

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

 

Contact a Recruiter at Careers on The Move 

Filed Under: Accounting, Job Alerts, Long Island, New York
Careers on the Move