JOB ALERT

Portfolio Securities Associate / Senior Associate (NYC / Princeton Metro)

January 25, 2018 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.

These valuation roles will administer independent valuation services for BDC’s, Hedge Funds, LP’s and Private Equity Firms. Role performs necessary valuation, review prospective offering documents, assess current market and financial conditions, advise and prepare reports/documents with direct client contact. The ideal candidate should have concentrated valuation experience with expertise in various valuation methods (income/market approaches, option pricing, waterfall), investment research, financial modeling, financial statement analysis, reporting writing & Fair Value Accounting as well as strong experience with fairness/solvency opinions.

The Group offers deep expertise in understanding and valuing complex financial instruments and derivatives (including various debt and equity structures such as embedded derivatives, convertible debt securities, relative TSRs and other share based compensation programs, SWAPs, CDOs and CLOs) for financial reporting purposes, tax and regulatory compliance, transaction support, capital investor requirements, and corporate strategy.

Responsibilities:

  • Perform valuations of complex securities such as options, warrants, convertible bonds, contingent considerations and preferred and common stock in privately-held companies. These valuations could be under ASC 718, ASC 805 or ASC 820.
  • Provide financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes.
  • Render financial opinions with respect to valuation, fairness and solvency.
  • Perform valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets.
  • Perform detailed due diligence including site visitations, management interviews, review of strategic alternatives and legal documentation as well as business, financial, industry, and market research and analysis.
  • Construct and maintain sophisticated, scenario driven financial and valuation models including analysis of financing alternatives, cash flow and IRR analysis, LBO/debt repayment analysis, accretion/dilution analysis, sum-of-the-parts valuation, discounted cash flow valuation, comparable public company valuation, comparable merger and acquisition valuation, loan pricing and derivative pricing.
  • Monitor certain economic, industry, capital market and company trends and developments.
  • Prepare and present detailed financial analyses and reports.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • Minimum 1-5 years of relevant experience.
  • A broad, in-depth knowledge of Portfolio Investment Valuations
  • Thorough understanding of valuation theory and practice.
  • Ideal candidate has a working background within a Big4 Accounting firm, sell side research OR valuation firm.

Salary: Competitive plus Generous Quarterly Profit Sharing & Year-end Bonus

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

Commercial Litigation SVP / VP – NYC or Central, NJ

December 29, 2017 by

Our client is a top financial advisory firm is looking to grow their litigation consulting practice, which is small yet growing.

Client`s Litigation & Valuation Services Group consists of a knowledgeable team of consultants whose goal is to provide superior, specialized services to attorneys in various areas of litigation support. They provide assistance to both matrimonial and civil attorneys utilizing forensic accounting, specialized analysis and reports, assistance in mediation and negotiation, expert testimony and written reports, cross examination and related assistance, financial report preparation, financial exhibits and other visual aids, discovery interrogations and depositions, and damage calculations.

Requirements:

CPA and /or MBA and current public accounting/valuation consulting experience
Business development experience required
Contacts in NJ and NYC

  • 10+ years of experience
  • Commercial Litigation

Looking for someone who does in this order of importance:

-Commercial damages, shareholder disputes, business valuations, some fraud/forensic, a little matrimonial cases

– Prior  experience with testifying

-Has contacts with law firms/ referral business in NYC

-Book of business if possible ( if no non compete)

– Certified Valuation Analyst (CVA)

– Master Analyst in Forensic Finance (MAFF)

-Energetic, looking to build a practice

-Some travel may be required

Location: New York NY or Cental NJ

(Relocation Assistance offered)

Salary: $120,000-$200,000  Base Salary plus bonus

 

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

Financial Analyst (NYC)

October 31, 2017 by

Responsibilities:

  • Prepare reports/presentations for senior management with detailed and insightful analytics.
  • Analyze expenses and explain variances against different scenarios (budget, reforecast and prior years).
  • Research and analyze data in order to provide recommendations around efficiencies and cost savings opportunities.
  • Provide support around planning cycles and financial close processes.
  • Provide analytics around CLIENT’s field expenses
  • Liaise with Corporate business partners (Human Resources, Finance, IT) around department’s management expenses
  • Prepare and analyze expense related reports (both on a recurring & adhoc basis).
  • Support department managers around their budgets and meeting their targets.
  • Support the department teams in monthly and quarterly close processes.
  • Support the preparation of annual expense budgets and adjustments to via reforecasting
  • Process various journal entries, forms, payments, accruals, etc. required to keep expenditures, organization and the system hierarchy’s accurate.
  • Other duties as assigned

 

Requirements:

  • Bachelors Degree in Finance, Accounting Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
  • 6-8 years of finance/accounting experience, specifically with a minimum of 3 years in expense management and budgeting.
  • Strong analytical and organizational skills
  • Ability to create professional reports and presentations
  • Ability to multi-task and prioritize projects
  • Strong Excel skills (macros, V-lookups, etc.)
  • Strong communication skills, ability to work in a team environment and support multiple business partners
  • Strong knowledge of financial analytics, budgeting and reporting
  • Experience using Essbase, Smartview and PeopleSoft

Location:  NYC

Salary: Base $70K-$80K

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

MS Systems Analyst (New Hyde Park, NY)

October 17, 2017 by

Responsibilities:
• Perform analysis, design and configuration of all system components. Define Department/Clinical requirements including: SEC, Enterprise Security Groups and Rights and Environment Profile Settings.
• Provide assigned on-site support during go-lives and system upgrades.
• Ensures all quality assurance processes are followed, including change management and testing efforts.
• Partner effectively with Business Analyst to understand the client’s product-specific requirements and configuration and be able to translate them to technical design specifications and data flow from which programs are developed and coded.
• Work with Business Analysts during the software build or configuration and testing process.
• Perform technical application configuration and configure/run reports at user request.
• Design and execute unit, functional and integration test plans for new developments/releases/reports.
• Maintain technical documentation based on standard operating procedures in support of the assigned application.
• Participate in testing of software upgrades and system enhancements
• Create knowledge transfer points with other team members to improve overall team education level
• Take complete ownership for assigned projects/tasks and provide regular updates on the progress of the project/task to all stakeholders.
• Provide accurate and timely information and escalates when there are issues.
• Provide production and maintenance support for application issues.
• Identify, coordinate and communicate issues, requirements and updates related to application functionality with other team members and software vendors.
• Maintain a thorough understanding of workflow policy and procedure changes, related to the software implementation.
• Respond to help desk calls and work with clinical users to resolve issues.
• Provide on-call rotation support for the SCM and SEC application.
• Provide on-site support during Activations.

Required Experience
• Bachelors degree in Computer Science, Healthcare or another related field. Masters preferred.
• 3-5 years EMR experience in in a healthcare setting.
• Knowledge of HL7 functionality
• Proven ability to effectively communicate with all levels of staff and maintain technical documentation in a clear and concise manner.
• Strong communication skills with the ability to interact with clients
• Support 24/7 healthcare system with varying go-live schedules.
• Solid foundation of Microsoft Office

Location: New Hyde Park, NY
Salary: $110K-$122K

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

Help Desk Support Technician (NYC)

September 1, 2017 by

The Help Desk Support technician is a member of the Management Information Systems Department with specific responsibilities for the support of the organizations desktop computer, network and telecommunications infrastructure. This technician will work with the end-user community to provide general applications support, resolve day-to-day operational issues, proactively identify and resolve recurring issues, and provide formal, informal and one-on-one training to end-users.

Responsibilities:

  • Daily responsibilities include fielding requests for support from users via personal
    interaction, e-mail and telephone and logging requests into a support database/log
  • Provide reliable support for all computer systems and peripherals
  • Install and configure new equipment
  • Provide back-up support for other functions within the M.I.S. department
  • Maintain accurate inventory of all workstations, printers and other peripherals, mobile communication devices, and perform maintenance of these items to ensure proper working condition.
  • Visit site office locations when needed
  • Consistently attend to work schedules in a timely fashion

Qualifications:

  • At least a Bachelors Degree in related field
  • Minimum 5 years full-time professional experience in systems maintenance and user support.
  • Proficient in troubleshooting computer hardware, software and network connectivity issues.
  • Strong written and verbal communication skills
  • Excellent interpersonal skills and the ability to work effectively with all organizational levels
  • Availability to be on call with cell phone during emergencies
  • Willingness to travel between site offices located within the NYC metropolitan area
  • Must be well organized and possess the ability to multi-task
  • Desire to increase your skill set and learn new technologies

 

Here are some must haves for a winning candidate:

  • Candidate should demonstrate Strong Analytical skills to allow them to make precise and logical decisions
  • Able to not only troubleshoot an issue from the surface, but also have some basic knowledge of tier 2 and 3 troubleshooting
  • Able to troubleshoot issues involving network outages at our remote locations
  • Good written and verbal Communications Skills. Able to communicate effectively to users from all levels of the organization
  • Good Customer Service Skills

 

Location: New York, NY
Salary: $55- $65k

 

 

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

Tax Senior (NYC)

August 21, 2017 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.

They are currently seeking a Senior for their Tax Practice in their New York City office

Responsibilities:

A Senior in the Federal Commercial Tax group is responsible for tax return preparation, close interaction with client providing compliance, consulting and planning; assist in client practice development activities.

•Experience preparing  Federal and Multi-State Corporate tax returns and FAS 109 calculations

•Prepare tax provision schedules

•Coordinate with Client Accounting and Tax departments

•Respond to client inquires, Internal Revenue Service, State and Local tax notices.

Required Experience

•BS in Accounting, CPA preferred

•3-5 years of public accounting experience

•Strong communication skills

•Excel, Word, RIA, BNA (research, projections), Go System

Location: New York, NY

Salary: Competitive

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

Senior Tax Accountant for Trusts and Estates (NYC)

August 21, 2017 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:

Our client is seeking a Senior Tax Accountant for Trusts and Estates. This role will require the ability to organize trust and estate financial data, and communicate a summary. They will provide client advisory for  decision-making purposes. The ideal candidate will handle review and preparation of Form 1040 tax return and Form 1041 trust tax return, and preparation of trust accountings for state court review. As well as review and  preparation of Form 706 federal estate tax, and inheritance tax.

Required Experience:

A professional with 4 +  years of experience from either a sophisticated accounting firm with an  individual trusts and estates practice or law firm trust and estate group.

CPA and/or MST preferred.

Compliance experience is a requirement

Expert experience providing consulting services.

Location: New York, NY

Salary: Competitive

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

Senior Tax Accountant – Financial Client Services (NYC)

August 21, 2017 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.

Our client is seeking a Tax Senior for their Financial Services group.

Required Skills:

Tax compliance, planning and research

3+ years of recent tax experience in a medium to large public accounting firm

3+ years of current experience in Financial Service Tax compliance

Required Experience:

Familiar with GoSystem

Knowledge of Microsoft Office suite, Excel and Adobe

Ability to conduct tax research utilizing checkpoint tax software and government websites.

CPA certification preferred

Strong communication and analytical skills

Bachelor’s degree in Accounting, MS Tax a plus

Location: New York, NY

Salary: Competitive

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

Auditor Royalty and Contract Compliance (NYC)

August 21, 2017 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:

Our client is seeking an experienced auditor for their Royalty Audit and Contract Compliance Group. The ideal candidate will conduct royalty, participation, distribution and joint venture audits, provide litigation support and perform financial due diligence reviews. The Auditor’s main responsibilities include performing audit tests, preparing workpaper, creating claim schedules and writing report test. This group performs royalty, participation, distribution and joint venture audits, they provide litigation support and perform financial due diligence reviews. The entertainment, technology, life sciences and trademark and brand licensing industries are the main focus.

Required Experience:

Bachelors degree

2 years of experience in Royalty Audit, Financial Statement, Audit, Contract Compliance and/or Forensic Audit.

CPA or CFE

Litigation Consulting or other forensic experience, a plus

Strong Computer Skills – MS Excel and MS Word

Ability to travel 10 – 25%

Exceptional organizational and analytical skills required

Location: New York, NY

Salary: Competitive

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

Manager, International Financial Services Taxation (NYC)

August 21, 2017 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.

Our client’s New York office is seeking a Manager of Financial Services Taxation. This role will be responsible for all aspects of financial services tax engagements with emphasis on International tax issues

Required Skills:

Ability to deal with high level technical and compliance issues, tax policies and procedures

Recent Federal & State developments, and current tax accounting standards

Provide financial services expertise involving tax research and application of specialized industry knowledge and accounting principles

Supervise junior tax professionals on financial services engagements, which includes broker dealers, hedge funds, private equity investment funds and investment advisors

Interact with high level client personnel, firm audit and tax directors and partners

Responsible for handling taxing authority audits of client tax returns and related records

Required Experience:

B.A. or B.S. in Accounting

6+ Years of public accounting experience

Exposure to International issues

CPA or Masters in Taxation

Knowledge of Microsoft Office suite and GoSystem

Strong communication skills

Location: New York, NY

Salary: Competitive

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