JOB ALERT

Senior Audit Associate (Suffolk County, NY)

October 23, 2019 by

Our client, a leading advisory firm is seeking experienced Tax Seniors to join their Long Island team.

This position requires a high-energy, experienced professional, with strong interpersonal skills, ability to work independently and with a team, along with a strong desire to be willing to take on new challenges and responsibilities.

Working under the direct supervision of a Senior Manager and Partner, a Supervisor will assist on engagements through investigation or analysis, aid in the preparation of exhibits and reports, and oversee the work of staff associates.

 

Responsibilities:

  • Organize information in meaningful analyses and exhibits
  • Quickly develop an understanding of an entity’s financial records, tax filings and operating environment
  • Have an understanding and be able to speak to various service lines in the Advisory group
  • Work on multiple engagements simultaneously
  • Maintain and organize documents received and produced in litigation
  • Develop models and calculations
  • Stay informed of current trends in the accounting industry, as well as current business/economic developments and their impact on our clients
  • Guide and review the work of the staff associates
  • Provide assistance to accomplish the engagement objectives effectively and efficiently
  • Enhance Service Delivery
  • Seek, develop and present ideas that will increase the efficiency and quality of services
  • Commit to developing individual and group knowledge
  • Put forth diligent effort to pass the CPA exam
  • Considers potential areas to develop expertise and specialized knowledge
  • Recognizes the importance of, and actively participate in, practice development
  • Considers potential areas to develop expertise or obtain additional certifications
  • Maintain positive, professional relationships with clients and counsel
  • Communicate engagement needs with the client
  • Represent the firm at professional and charitable and/or civic organizations events

 
Requirements:

  • Bachelor’s Degree in Accounting and/or Finance. Master’s preferred. * Law Degree considered
  • CPA credentials or eligibility to sit for CPA and/or the Bar exam
  • 5-8 years of related experience
  • Strong analytical and research skills
  • Excellent communication, interpersonal skills, time management and organizational skills
  • Client services and management skills
  • Ability to self-motivate and take initiative
  • Strong technological skills with the ability to quickly learn and adapt to new or different technology
  • Understanding of US GAAP and/or GAAS
  • Team Leadership and Participation
  • Familiarity with the US legal system and rules of evidence

 

H-1B applicants welcome.

 

Location: Suffolk County, NY

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, New York

Transaction Advisory – CPA, Manager (NYC / Central NJ)

October 3, 2019 by

Our client is one of the largest leading full-service accounting and advisory firms in the United States. They provide audit, accounting and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting and other professional advisory services to a broad range of clients across many industries. Working with high net worth individuals, family offices, closely-held businesses, start-ups, middle market and Fortune 500 companies.

Responsibilities:

  • Analyze trends in operating results and working capital.
  • Develop agendas and lead meetings with target management.
  • Prepare tailored written reports and supporting Excel schedules.
  • Coordinate with other service lines involved in the engagement.
  • Oversee project completion within budget.
  • Supervise associates and senior associates.
  • Maintain periodic communications with the engagement director/partner and client regarding project status and potential deal issues as they arise.
  • Plan and oversee the due diligence process to delivery of quality services and products
  • Analyze financial forecasts, historical earnings, assets and liabilities of target client
  • Perform industry and company research on target client’s business, securities, intellectual properties, real estate and other assets
  • Identify risks and issues related to integration planning, timelines and functional areas
  • Identify and propose appropriate resolutions to critical issues related to the due diligence process
  • Research and develop proposal documents and participate in presentations for acquiring new clients
  • Participate in business development efforts
  • Schedule and supervise the tasks and project assignments of Senior Associates and Staff

 

Requirements:

  • Bachelor’s degree and CPA credentials
  • 5+ years of accounting/audit experience, due diligence experience preferred
  • Excellent knowledge of GAAP, SEC and IFRS
  • Strong Microsoft Office skills, particularly Powerpoint and excel
  • Strong written and verbal communication skills

** Role includes 20-30% travel

Locations: NYC & Central NJ
Salary: $100,000 – 120,000 Plus Bonus

Contact a Recruiter at Careers On The Move 

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

Fixed Income Accounts Manager – NYC

May 2, 2019 by

Our Client an Industry expert in Credit & Risk Analysis is currently seeking a Sales Manager in NYC. Candidate will be part of the Strategic Accounts Team and be responsible for managing commercial relationships and sales.

This is a direct sales, target based performance position. You will be expected to develop relationships within the existing client base, as well as retain and grow existing revenue.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or related field is preferred.
  • 4+ years of sales/business development experience with a proven track record in managing client relationships, developing business and growing revenue streams, achieving goals consistently year after year.
  • Deep knowledge of accounts and marketing dynamics.
  • Ability to develop customer relationships and commercial engagement at all levels.
  • Knowledge of risk analysis and modelling.
  • Excellent communication skills, both written and verbal.

 

** Role will require 30% travel.

 

Location: NYC

Salary: $170K Base (OTE approx. $270K)

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, Job Alerts, New York, Sales

Marketing Manager – Debt Capital Markets – NYC

November 17, 2018 by

Our Client an Industry expert in Credit & Risk Analysis is seeking an experienced Marketing Manager for their NYC office. The Marketing Manager will be responsible for designing and delivering a campaign strategy, utilizing all applicable channels.

Position will work with other departments to design and execute solution-specific campaigns. as well as, identify and seek input from relevant stakeholders, analyze past marketing campaigns and historical sales data to develop demand generation strategy.

 

** Ideal candidate will have a creative mindset and exceptional interpersonal skills.

 

*** Role Requires 30% travel.

 

Requirements:

  • Bachelor’s Degree in Marketing or similar. Finance knowledge, a strong plus.
  • 10+ years of marketing experience, with 5+ years of experience in campaign management
  • Experience in creating multi-stage, multi-asset, multi-channel marketing campaigns
  • Experience with Marketing Automation
  • Copywriting skills appropriate for demand generation
  • Experience with CRM

 

Location: NYC

Salary: $120K-$125K Base + Bonus

Contact a Recruiter at Careers On The Move 

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

Marketing Director – Debt Markets Solutions (NYC)

October 11, 2018 by

Our Client an Industry expert in Credit & Risk Analysis is currently seeking a Marketing Director of Debt Market Solutions Sales in NYC. The Marketing Director will be responsible for the design and implementation of comprehensive marketing strategies to generate demand and leads.

Position will guide centralized marketing team and evaluate new media technologies. as well as participate in branding and corporate identity efforts.

 

Managing and maximizing the use of the budget is essential to this role.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or related field is preferred.
  • 12+ years experience in Marketing experience in a financial setting
  • Thorough Understanding of Fixed Income and Credit Markets
  • Proven track record in lead generation.
  • Excellent communication skills, both written and verbal.

Location: NYC

Salary: Very Competitive

 

Contact a Recruiter at Careers On The Move 

 

 

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

Debt Markets Solutions Sales Specialist – NYC

August 29, 2018 by

Our Client an Industry expert in Credit & Risk Analysis is currently seeking a Debt Market Solutions Sales Specialist in NYC. Candidate will be required to develop business strategies and execute growth oriented sales plans.

Position will include working closely with Sales Directors to build a consistent sales approach for Counterparty Risk Solution products for existing customers. As well as, with the Product team to ensure the company’s value proposition is well crafted and connected for sales opportunities of new products.

Ideal position for a strategic thinking self-starter who strives on generating ideas and demonstrating initiative.

 

*** Role requires 30% travel.

 

Responsibilities:

  • Sales Strategy creation and execution, which may include collaborating with internal stakeholders.
  • Driving new business sales through direct client interaction
  • Identifying new prospects, initial engagement and sales negotiations.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or related field is preferred.
  • 5-6 years experience in capital markets /business development experience within financial services.
  • Proven track record of sales, business development, and revenue growth.
  • Multi-level selling skills and experience dealing across global financial institutions required.
  • Excellent communication skills, both written and verbal.

Location: NYC

Salary: $130K -140K Base (OTE approx. $225K)

Contact a Recruiter at Careers On The Move 

 

 

 

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

Sales Specialist – FinTech – NYC

August 28, 2018 by

Our Client an Industry expert in Credit & Risk Analysis is currently seeking a high-profile Sales Specialist in NYC. Candidate will serve as a leader for the sales team during pre-sales qualification, trials, demo’s, and provide support throughout client acquisition.  As well as, assist the product team to ensure the company’s value proposition is well crafted and connected for sales opportunities of new products.

*** Role Requires 30% travel.

 

Responsibilities:

  • Closing and acquiring new Clients. (which may include outbound calls, demonstrations, meetings, and conferences)
  • Execute new business sales through direct client engagement.
  • Execute sales strategies and sales campaigns
  • Consistently reach / exceed sales and activity goals on a monthly basis
  • Organize, manage, and report sales progression and performance.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or related field is preferred.
  • Macro Analysis knowledge.
  • 4-6 years relevant sales experience required.
  • Proven Sales track record a must.
  • Deep understanding of international business and world affairs, across a range of sectors and industries, including but not limited to Banking & Finance, Commodities, Risk, and Energy

 

Location: NYC

Salary: $100K Base (OTE approx. $160K)

Contact a Recruiter at Careers On The Move 

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

Senior Accountant – Private Equity (NYC)

August 14, 2018 by

Our Client, a Multi-Billion dollar investment advisory is seeking a Private Equity Accountant to join their team.

 

Responsibilities:

  • Review accounting and reporting for various funds and other entities which may include but no limited to journal entries, waterfall calculations, loan repayment, capital statements, etc.
  • Preparation of Capital Calls, Distributions, Capital Statements and Financial Statements
  • Filing ADV and PF and organize information as necessary for SEC examinations
  • Monitoring cash activity which includes review of daily cash need
  • Prepare quarterly and annual valuations as well as various investment reports
  • Assisting with process control narratives
  • Prepare/review payment of various invoices and allocations
  • Preparation of year-end audits and response to requests in a timely fashion
  • Assisting with management company accounting, cash management, invoicing, quarterly reporting, and journal entries
  • Prepare supporting schedules for annual tax returns

 

Liaising with auditors, tax preparers, custodians, banks, investors, and general partners’ finance team is important.

 

Sr. Accountant may also need to assist with any other special projects that may arise. You will also need to be proactive in streamlining current processes.

 

Requirements:

Bachelors Degree in Accounting or Finance
3-5 years related experience in public/fund accounting preferably within a Private Equity setting
Strong knowledge of financial reporting
Proven ability to work as part of a team
Ability to work in a fast paced environment
Strong organizational skills
Must be able to interact with others at various levels
Detail oriented with a strong work ethic

 

*Knowledge of Alta Return a plus

 

 

Location: New York, NY

Salary: $90 – $125K + 30-40% Bonus

 

Contact a Recruiter at Careers On The Move 

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

Valuation Analyst/Senior Analyst/Assistant Vice President (Princeton Metro / NYC)

March 12, 2018 by

Our client is a financial advisory firm hiring a team to include: Valuation Analyst, Senior Analyst and Assistant Vice President in their Princeton, NJ or NYC location.

The three openings for Valuation Analyst/Senior Analyst/Assistant Vice President roles are within any of the below departments:
1. Trust, Estates and Gift Tax
2. Broker Dealer and M&A
3. Litigation
4. Financial Reporting
Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• Minimum 2+ years valuation experience required. Dependent upon department of interest, must have applicable valuation background within that area (Trust, Estates and Gift Tax OR Mergers & Acquisitions OR Litigation Support OR Financial Reporting).
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
• Minimum two years working with trust and estates.
• Working experience with Excel modeling required.
• Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
• Strong technical skills including Word and PowerPoint skills

Location: Central NJ or NYC
Salary: $65K-$120K Plus Bonus

 

Contact a Recruiter at Careers on The Move 

 

 

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