JOB ALERT

Financial Analyst, Energy – Portfolio Valuation (NYC / Philadelphia Metro)

May 14, 2020 by

Our client is an independent valuation firm with a 30 year 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 flat organization with great visibility. Management is very responsive to their employees, and has created an ideal platform for upward mobility. Superior working environment. Excellent opportunity to work on top deals, gain and develop key industry contacts.

Our client is seeking a Financial Analyst – Energy. The ideal candidate must possess a strong financial modeling background, as well as have an analytical orientation and business development skills. Expertise in the Energy sector is necessary. This position is great for a candidate interested in gaining experience with a variety of investment securities and valuation methodologies, as well a pursuing a CFA designation.

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 subsectors within the energy sector, including, but not limited to, oil and gas exploration and production, oil and gas midstream, oil and gas downstream, MLPs, cogeneration, renewable energy, etc., using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.
  • Prepare formal client reports.

Qualifications:

  • Bachelors Degree in Business Administration, Finance or related field. Masters degree is required. Coursework in valuation or securities analysis is a plus.
  • 2-5 years of relevant energy-focused work experience. Master Limited Partnerships (MLP) and Exploration & Production (E&P) Market experience is required.
  • Background in credit analysis is preferred.
  • Advanced, working knowledge of Excel.
  • Strong oral and written communication skills and superior analytical capabilities are imperative.
  • 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.

 

Location: NYC / Philadelphia Metro

Salary: Competitive Base Plus Quarterly Profit-Share and Wall Street Bonus

 

Contact a Recruiter at Careers On The Move 

 

 

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

High Volume Hiring for Top Valuation Firms (Multiple Locations)

April 2, 2020 by

Check out the massive list of valuation opportunities! Click the link below for all current valuation opportunities available with our clients! Locations include NYC, Princeton, San Francisco, Milwaukee and MORE!

https://careersonthemove.com/category/valuation/

 

Locations: NYC, Princeton, San Francisco, Milwaukee and More!

Salary: Competitive

Contact a Recruiter at Careers On The Move 

 

Filed Under: California, Hot Spot, Illinois, Job Alerts, Massachusetts, New Jersey, New York, Pennsylvania, Valuation, Wisconsin Tagged With: , , ,

Transaction Advisory Manager (NYC / Philadelphia, PA)

March 3, 2020 by

Our client, a leading advisory firm is seeking a Transaction Advisory Manager to join their 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.

Responsibilities

Responsible for managing all aspects of due diligence projects including but not limited to:

  • Obtaining and organizing due diligence information requests and data flow.
  • Managing the completion of project workbooks and related analysis.
  • Reviewing the work of staff.
  • Identification of Quality of Earnings adjustments.
  • Performance of working capital and debt analysis.
  • Identify potential issues and risks that potentially impact the valuation of the target and/or future cash flows.
  • Prepare initial drafts of Quality of Earnings and other due diligence reports.
  • Interacting with client, target management, other professional advisors to a transaction.
  • Managing project budgets and assist with client billings.
  • Ensuring compliance with TAS engagement policies and procedures.
  • Manage the completion of a project to its conclusion.
  • Client Interaction

 

  • Supervise, train and evaluate staff on engagements.
  • Achieve solid personal financial results including chargeable hours and net margin,
  • Assist with practice development activities.

Qualifications

  • Bachelors degree in Accounting, Finance, or Similar. CPA / CFA preferred
  • 4-7 years of relevant experience in financial advisory, transactions advisory services, or similar services.
  • Excellent problem solving, analytical and interpersonal skills.
  • Excellent technical accounting and reporting capabilities.
  • Ability to work effectively and efficiently under the pressure of transaction deadlines.
  • Excel proficiency.

 

 

H-1B applicants welcome.

 

Location: NYC / Philadelphia

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

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

Valuation Manager / Sr. Associate – Central NJ / NYC / Philadelphia

December 14, 2019 by

Our client, a top rated valuation firm is seeking a Senior Associate to join their business valuation practice with experience in a variety business valuation experiences include gift/estate, litigation, and corporate reporting.

Responsibilities:
  • Prepare business valuations including information gathering, due diligence, financial modeling, and preparation of sections of an appraisal report
  • Communicate and review valuation results with team members
  • Maintain and develop positive, productive, and professional relationships with colleagues and clients

Requirements:

  • Bachelors Degree in Finance or other similar – CFA, CVA, CBA, and/or ABV a plus
    3-8+ years’ experience in business valuation with litigation valuation experience highly desired
  • Demonstrated ability to work independently to organize data, analyze financial information, and make appropriate recommendations to other team members.
  • Oversight of junior associates to ensure their career progression through on-the-job training
  • Proficient in financial modeling including experience building models from scratch in MS Excel • Preparation of financial statement analysis, public company and industry research
  • Knowledge of CapIQ, Bloomberg and other valuation software
  • Ability to manage multiple projects and priorities under strict deadlines
  • Experience presenting findings to other team members and defending analysis with facts and confidence
  • Strong attention to detail and accuracy focused output

 

Location: Central NJ/ NYC / Philadelphia, PA

Salary: Competitive Base + Bonus

 

Contact a Recruiter at Careers On The Move 

 

 

 

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

Transaction Advisory – CPA, Director (NYC / San Francisco, CA)

November 12, 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 target company financial and operating results to identify non-recurring, unusual or out-of-period transactions that affect reported earnings.
  • Write and review reports to clients.
  • Develop and maintain relationships with clients.
  • Lead multiple chargeable projects and effectively communicate with clients and other service lines.
  • Ability to identify transaction risks and key deal issues.
  • Effectively supervises and acts as a role model for seniors and managers.
  • Develop agendas and lead meetings with target management.
  • Maintain periodic communications with the engagement MD/partner and client regarding project status and potential deal issues as they arise.
  • Participate in marketing and business development programs, including attending industry conferences.

 

Requirements:

  • Bachelor’s degree and CPA credentials required
  • 7-10 years of accounting/audit experience.
  • Financial due diligence on both sell side and buy side is required.
  • Excellent knowledge of GAAP, SEC and IFRS
  • Experience in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising staff, and coordinating with other internal and external service providers.
  • Strong Microsoft Office skills, particularly Powerpoint and excel
  • Strong written and verbal communication skills

** Role includes 20-30% travel

 

U.S. Citizenship or permanent residency required.

 

Locations: NYC & San Francisco, CA
Salary: Highly competitive with Bonus package

Filed Under: Accounting, California, Job Alerts, New Jersey, New York

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: , , , , , , ,
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