JOB ALERT

Compliance and Operations Manager – Portfolio Valuation (Bucks County, PA / NYC Hybrid)

April 5, 2026 by

Our Client is seeking a hands-on leader to design, implement, and enhance the firm’s portfolio valuation compliance and operating framework. This role will serve as a leader for engagement governance, documentation standards, and execution consistency across portfolio valuation clients and internal teams.

Responsibilities:

  • Design, implement, and maintain portfolio valuation compliance framework, including documented process flows, roles and responsibilities, and communication protocols
  • Own the operating model for portfolio valuation engagement, governance and documentation, including oversight through internal risk and compliance committees
  • Establish and maintain standard operating procedures (SOPs), templates, and governance calendars to drive consistency and accountability
  • Ensure client-specific valuation policies, procedures, and contractual scopes are accurately documented and consistently executed
  • Regularly review and update these compliance measures to adapt to changing laws and business conditions
  • Implement and oversee internal audit, quality assurance, and file review programs
  • Monitor conflicts of interest, cross-holdings, and restricted entity lists
  • Lead standardized client onboarding processes and manage change control for scope or policy updates
  • Contribute to SOC-related documentation and audit readiness activities
  • Define and track key performance indicators (KPIs) and support continuous improvement initiatives

Key Functions:

  • Audit Operating Model
  • Contract Compliance & Audit Framework
  • Risk Management & Valuation
  • Stock Compliance
  • ASC 820

Requirements:

  • 7–12+ years of experience in valuation operations, portfolio valuation, audit, risk management, or related fields
  • Strong understanding of portfolio valuation processes and policy governance
  • Experience designing process frameworks and controls
  • Familiarity with SOC frameworks and audit documentation
  • Experience with internal audit and audit preparedness preferred
  • Excellent written and verbal communication skills
  • Proficiency in Excel, PowerPoint, and workflow or process documentation tools
  • Current authorization to work in the United States without the need for visa sponsorship now or in the future

 

Location: Bucks County, PA

Salary: $150K range  

 

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Filed Under: Featured Jobs, Financial Services, Pennsylvania, Valuation Tagged With: ,

VP – Financial Reporting (Bucks County, PA)

March 12, 2026 by

Our client, a leading valuation practice is looking for a Vice President to enhance their Financial Reporting team. The VP will be responsible for performing valuation analyses using income, market and transaction approach and / or option-pricing models. Assignments will consist primarily of valuations performed for financial and tax reporting, including goodwill impairment studies and purchase price allocations, 409A, stock-compensation expense, business enterprise and common stock valuations.

This position will report to the Professional Services Manager and the Engagement Manager specific to current engagements.

Ideal Candidate will have strong financial reporting valuation experience (i.e. – purchase price allocation (ASC 805), goodwill impairment (ASC 350), 409A, and stock compensation expense (ASC 718) from a Top 8 accounting or valuation firm.

RESPONSIBILITIES:

    • Lead and / or execute engagements; manage analysts.
    • Review engagement reports for accuracy, consistency, and completeness.
    • Conduct company, economic and industry research.
    • Client meeting and conference call participation.
    • Coordinate engagements with personal and real property teams.
    • Gathering and analyzing data, building financial models; and writing narrative reports.

REQUIREMENTS:

    • A bachelor’s degree in accounting, finance, economics or business administration;  ASA and/or CFA is credentials a plus.
    • 5-8 years of work experience in valuation, finance or accounting
    • Advanced working knowledge of Excel and Word
    • Strong oral and written communication skills and superior analytical capabilities are essential.

 

Green card and/or US Citizenship is required

 

Location: Bucks County, PA / Hybrid

Salary: $175K-$200K base + Bonus

 

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Filed Under: Featured Jobs, Hot Spot, Job Alerts, Pennsylvania, Valuation Tagged With: , , , , , , , , ,

Senior Associate – Business Valuation (Bucks County, PA – Hybrid)

November 9, 2025 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: Bucks County, PA- Hybrid Role)

Salary: up to $140K Plus Generous Quarterly & Year End Bonus

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Filed Under: Accounting, Business Development, Featured Jobs, Mailer Feature, Pennsylvania, Valuation

Financial Analyst Sr. Associate / Manager – Financial Reporting Valuation (Chicago, IL)

November 3, 2025 by

Excellent opportunity to work on top deals and gain key industry contacts. 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.

Our client is a top rated independent financial advisory  & valuation practice.

The Financial Analyst will primarily perform valuations of privately-held companies, purchase price allocation work,  goodwill impairment, and tax for financial reporting purposes as well as illiquid securities and supporting business development activities

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
  • 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
  • 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:

3-5 years’ work experience at a valuation firm or public accounting firm.

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: Chicago, IL

Salary: Highly Competitive Base Salary Plus Quarterly Profit-Share & Year End Bonus

 

 

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Filed Under: Illinois, Job Alerts, Mailer Feature, New York, Pennsylvania, Valuation Tagged With: , , , ,

Business Development Manager – Military Defense & Public Safety Equipment Sales (Any Major U.S. City)

September 5, 2025 by

Retained Search, Million Dollar Sales opportunity within the defense sector. Candidate must have existing relationships with global military and public safety bureau.

 

This sales-based role will primarily focus on the following industries: Global Military, Public Safety, Medical, and other relevant commercial clients.

 

Responsibilities:

  • Identify and contact all major clients, prospects, and sources in the territory for the purpose of establishing a continuing relationship for promoting services.
  • Initiate and maintain personal relationships with clients, prospective clients, and sources for the purpose of developing, negotiating and closing sales.
  • Establish and maintain associations with all appropriate individuals within client, prospect, or source organizations that may have need for any Company products.
  • Identify and promote opportunities to be of service to clientele in all areas of professional competence.
  • Focus on moving opportunities through the various stages of development to the final negotiation and closing of opportunities within established Company policies.
  • Plan, organize, and execute all business development work in the territory in an organized, efficient manner in keeping with Company objectives and within established company policies.
  • Maintain sufficient professional proficiency in general business, the Company’s industry, the customer’s/prospect’s industry, and specific areas of Company products to be able to conduct business development activities in a sound and professional manner.
  • Keep fully advised of current sUAS offerings and related components, and procedures relating to all phases of company operations and services.
  • Cooperate with Company personnel in the efficient and proper execution of business within corporate policies or at the direction of higher authority.
  • Maintain a formal record of calling activities and convey it to areas of the Company designated by policy, procedure, or higher authority in the form and character set forth by those sources.

 

Requirements:

  • Bachelors Degree in Finance, Business, or related field.
  • 5+ years experience in Sales and Business Development with focus in high value sales.
  • Personal Rolodex of relevant contacts
  • Ability to Cooperate fully and promptly with all other sales personnel and manufacturer representatives in the successful development and closing of opportunities, no matter where or when the engagement is. Respect territorial boundaries by advising responsible sales person prior to any contact.
  • Cooperate fully and promptly with all Company personnel and departments (e.g. business development, engineering, marketing, operations, finance) in the successful development and execution of business opportunities.

 

* U.S. Citizenship or green card required

 

 

Location: Any Major U.S. City

Base salary: $100K plus high incentive commission plan, Comprehensive Healthcare plans, 401K with company match, & more

 

****Million  Dollar Sales Opportunity 

 

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Filed Under: Alabama, California, Colorado, Connecticut, Delaware, Featured Jobs, Florida, Georgia, Illinois, Indiana, Job Alerts, Long Island, Louisiana, Maryland, Massachusetts, Minnesota, New England, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, United States, Valuation, Virginia, Washington DC, West Virginia, Wisconsin Tagged With: , , , , , , , , ,

VP – Portfolio Valuation – Real Estate Securities (Philadelphia Metro / Hybrid)

June 10, 2025 by

 

Responsibilities:

  • Manage and work with analysts and associates to conduct relevant research to support valuations, including market cap rates, valuation multiples, property price indices, comparable ratios, credit spreads, and demographic trends
  • 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
  • Manage and assist analysts and associates with valuation analyses on companies and their securities across the subsectors of the real estate sector, including but not limited to, commercial, residential, and multi-use using relevant qualitative information gathered, through the application of proprietary quantitative valuation models and subscribed database and judgments to conclude fair value of relevant businesses and securities
  • Prepare and review reports, and communicate results to clients

Requirements:

  • 5 – 7 years of real estate work experience, particularly with exposure to the investing in or valuation of debt and equity securities
  • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation or securities analysis is a plus
  •  CFA or CAIA designation : track a plus
  • Experience with creating discounted cash flow models from scratch and whole loan portfolios is preferred
  • Working/Advanced knowledge of Excel, Word, and PowerPoint
  • Working experience with Bloomberg, Intex, CoStar, Argus, Compass Analytics and/or REIC is a plus
  • Strong oral and written communication skills
  • Superior analytical capabilities
  • Self-starter temperament with the ability to master new tasks quickly
  • Experience working with diverse teams
  • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements
  • Strong work ethic and ability to work flexible hours around critical due dates

 

Green card and/or US Citizenship is required

 

Location: Philadelphia Metro/ Hybrid

Salary: $150K – $175K plus profit-share & bonus

 

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Filed Under: Job Alerts, Pennsylvania, Valuation Tagged With: , , , , , ,

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

March 14, 2025 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
    • 4+ years doing complex capital valuations with complex capital structures employing advanced valuation techniques such as Monte Carlo simulation, option price methodology and other quantitative techniques in determining fair value
    • Experience with on-line databases (S&P Capital IQ) and Internet research of company specific, industry and economic analysis

 

Location: NY / NJ/ PA / Remote

Salary: $140K – $180k Base + Bonus

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

Director / Managing Director (Any Major U.S. City)

February 28, 2025 by

Our Client, is seeking seasoned professionals to further expand it’s market presence in the stock-based compensation and complex securities advisory services arena. Core responsibilities will consist of expanding the volume and variety of engagements and well as building a team of professionals to meet client service needs.

Company practice areas include complex financial reporting, valuation, corporate finance, dispute resolution, enterprise risk, outsourcing, process and technology, reserve engineering and geosciences, restructuring, strategy and organization, and tax.

Requirements:

  • Bachelors Degree in Finance or Accounting (MBA a plus)
  • 8-12+ years relevant experience preferably with Big 4 expertise.
  • CFA / CPA Certification preferred

 

Location: Any Major U.S. City 

Base salary: $200-$275K plus bonus

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Filed Under: Accounting, California, Colorado, Connecticut, Delaware, Featured Jobs, Florida, Georgia, Louisiana, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, United States, Utah, Valuation, Virginia, Washington DC, West Virginia, Wisconsin Tagged With: , , , ,

Valuation (NYC / Philadelphia / Boston / Cincinnati)

January 27, 2025 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 Tax valuation, Litigations, 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.

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.

1-3 years  experience, preferably at a valuation or accounting firm, Big 4 experience is a strong plus.

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

 

** Us Citizenship or Permanent Residency required

 

Location:  NYC / Philadelphia / Boston / Cincinnati)

Base salary: $60-80k  plus bonus & profit-share

 

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Filed Under: Job Alerts, Pennsylvania, Valuation

VP / Sr. Associate – Corporate Tax Valuation (NYC /Bucks County PA Hybrid)

December 28, 2024 by

Ideal Candidate will have Private Equity experience from a top tier Accounting firm.

 

 Must be skilled in:

  • Corporate Tax, Fair Market Value, Corporate Transfer Pricing, Intangibles, Debt Assets, Financial Analysis, Financial Modeling

REQUIREMENTS:

  • A bachelor’s degree in accounting, finance, economics or business administration;  ASA and/or CFA is credentials a plus
  • 6+ years of work experience at top tier accounting firm
  • Advanced working knowledge of Excel and Word
  • Strong oral and written communication skills and superior analytical capabilities are essential.

 

Green card and/or US Citizenship is required

 

Location: NYC /Bucks County, PA with Hybrid Option

Salary: $100K-$150K + Generous Bonus & profit-share plan

 

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Filed Under: Accounting, Featured Jobs, Job Alerts, Pennsylvania, Remote Position, Remote Positions Tagged With: , , , , , ,
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