Sr. Associate / Manager – Valuation (Northeast / Mid-Atlantic / Remote Option)

Our Client, an advisory firm with locations across the U.S is seeking a Sr. Associate / Manager for they Corporate Advisory and Valuation Services team. The position is flexible with a remote option and will cover the Northeast / Mid-Atlantic territory.

 

Responsibilities:

  • Serve as the lead on engagements and interact directly with all internal and external stakeholders.
  • Assist in the training, development, and mentoring of junior staff.
  • Perform in-depth company, industry, market, economic, and competitor research.
  • Gather data pertinent to the engagement through public and proprietary data research, and direct client interaction.
  • Prepare written communications of both qualitative and quantitative research results in a clear and concise manner.
  • Develop and manipulate financial models for discounted cash flow, market multiples, and market transaction analyses.

 

Requirements:

  • Bachelor’s degree in Finance, or related field, with sufficient accounting course work from an accredited college or university.
  • 4-7 years of relevant experience.
  • ASA, CPA, CFA, MBA a plus, but not required.
  • A solid understanding of financial valuation theory, methodologies, and applications.
  • Prior experience in financial reporting valuation including familiarity with ASC 805, ASC 350 and IRC 409a.
  • Strong analytical abilities paired with excellent verbal and written communication skills.
  • Exceptional work ethic with the ability to master new tasks quickly.
  • Strong knowledge of Microsoft Office, specifically Excel and Word.
  • Capacity to build and maintain strong relationships with internal and client personnel.
  • Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel.
  • Executive presence and ability to act as primary contact on assigned engagements.
  • Ability to successfully interact with professionals at all levels.

 

 

Location: Northeast / Mid-Atlantic / Remote Option

Salary: $90K-$150 range Plus Bonus

Contact a Recruiter at Careers On The Move 

 

Manager/ Sr. Manager – Valuation (Northeast / Mid-Atlantic/ Remote Option)

Our Client, an advisory firm with locations across the U.S is seeking a Manager / Sr. Manager for they Corporate Advisory and Valuation Services team. The position is flexible with a remote option and will cover the Northeast / Mid-Atlantic territory.

 

Responsibilities:

  • Serve as the lead on engagements and interact directly with all internal and external stakeholders.
  • Assist in the training, development, and mentoring of junior staff.
  • Perform in-depth company, industry, market, economic, and competitor research.
  • Gather data pertinent to the engagement through public and proprietary data research, and direct client interaction.
  • Prepare written communications of both qualitative and quantitative research results in a clear and concise manner.
  • Develop and manipulate financial models for discounted cash flow, market multiples, and market transaction analyses.

 

Requirements:

  • Bachelor’s degree in Finance, or related field, with sufficient accounting course work from an accredited college or university.
  • 4-7 years of relevant experience.
  • ASA, CPA, CFA, MBA a plus, but not required.
  • A solid understanding of financial valuation theory, methodologies, and applications.
  • Prior experience in financial reporting valuation including familiarity with ASC 805, ASC 350 and IRC 409a.
  • Strong analytical abilities paired with excellent verbal and written communication skills.
  • Exceptional work ethic with the ability to master new tasks quickly.
  • Strong knowledge of Microsoft Office, specifically Excel and Word.
  • Capacity to build and maintain strong relationships with internal and client personnel.
  • Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel.
  • Executive presence and ability to act as primary contact on assigned engagements.
  • Ability to successfully interact with professionals at all levels.

 

 

Location: Northeast / Mid-Atlantic / Remote Option

Salary: $130K-$180 range Plus Bonus

Contact a Recruiter at Careers On The Move 

 

Machinery and Equipment Appraiser – Tangible Assets Valuation (Multiple Locations)

Our client, a top rated valuation firm is seeking an Appraiser of Tangible Assets with experience valuing fixed assets for financial reporting under GAAP or IFRS, purchase price allocation, fixed asset due diligence, fresh start accounting, fixed asset reconciliation, mergers and acquisitions, insurance, property tax consulting, bankruptcy/liquidation studies, and impairment issues for various types of businesses. Valuation experience will span across diverse industries.

 

Requirements:

  • Bachelors Degree in Business Administration or Accounting from a top rated University.
  • 5-8 years relevant experience
  • ASA Certification preferred

 

– US Citizenship Required –

 

Location: Bucks County, PA – San Francisco, CA – Cincinnati, OH – Chicago, IL – Milwaukee, WI

Base salary: up to $95K plus generous profit-share and Wall Street Bonus

 

Contact a Recruiter at Careers On The Move 

 

 

Associate – Portfolio Valuation (Boston, MA – Bucks County, PA)

Responsibilities:

  • Conduct relevant research on securities, industry, market and competitors
  • Gather and document pertinent data obtained through client interaction
  • Build, modify and utilize financial models for discounted cash flow, guideline market multiple, markettransaction and option valuations
  • Assist junior analysts and perform valuation analyses and use judgment to conclude fair value of relevantsecurities
  • Prepare and review reports to clients

 

 

Requirements:

  • Bachelor’s Degree in Finance or Similar * MBA a plus
  • CFA preferred
  • 3+ years relevant experience
  • Proven technical, analytical and problem solving skills
  • Demonstrated oral and written communication skills; experience working in a team setting and havinginteractions with clients
  • Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements ina team setting
  • Strong work ethic and ability to work flexible hours around critical client due dates

 

 

*** Applicants must have unrestricted authorization to work for any employer in the U.S.

Location: Boston, MA – Bucks County PA

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

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

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
    • 6 + years of valuation experience, with experience at a valuation firm or at an accounting firm in a valuation practice
    • Experience with on-line databases (S&P Capital IQ) and Internet research of company specific, industry and economic analysis

 

Location: NY / NJ/ PA

Salary: Competitive Base * Plus Bonus

Contact a Recruiter at Careers On The Move 

Valuation Analyst – Real Estate Securities (NYC / Bucks County, PA)

Our Client is a leading valuation firm that services many of the largest corporations across the globe, including Fortune 500’s. The practice is seeking an entry – mid-level real estate securities valuation professional. Position will be responsible for assisting in growing real estate valuations group, you will need to fundamental real estate valuation concepts with complex real estate securities analysis.

Responsibilities:

  • Conduct research on clients, competitors, industry, and capital markets, including but not limited to valuation multiples, property price indices, comparable ratios, credit spreads, and demographic trends.
  • Preparation of market research reports
  • 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 the real estate sector.

Requirements:

  • Recent Grad – 5 years relevant real estate work experience, particularly with exposure to the investing in or valuation of debt and equity securities.
  • Bachelor’s degree in Finance or related. MBA preferred but nor required.
  • CAIA / CFA designation a plus.
  • Advanced, working knowledge of Excel, Word, and PowerPoint.
  • Prior experience with Bloomberg, Intex, CoStar, Argus, Compass Analytics and/or REIC is a plus.
  • Strong oral and written communication skills and superior analytical capabilities are essential.
  • 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: NYC & Bucks County, PA

Salary: Competitive Base+ Bonus

 

Contact a Recruiter at Careers On The Move 

 

Sr. Valuation Manager – Corporate Financial Reporting (Remote – Northeast – MidAtlantic)

 Responsibilities:

• Manage all aspects of active client engagements from start to finish including information gathering, due diligence, financial modeling, and preparation of self-contained appraisal reports.

• Communicate and review valuation results with clients.

• Maintain and develop positive, productive, and professional relationships with colleagues and clients.

• Work closely with the Partner-in-Charge and other team members performing financial reporting and other corporate valuation assignments.

• Identify and close new business opportunities; assist Partners on proposals and new business opportunities.

• Build and maintain relationships with current and prospective clients  

 

Qualifications and Experience:

• Minimum Bachelor’s degree in Finance and/or other business degrees.

• Minimum 7 years of experience in business valuation especially purchase price allocations and valuations for other financial reporting and corporate purposes.

• Experience with complex capital structures highly desired.

• Demonstrated ability to work independently to organize data, analyze financial information, effectively manage engagements, and handle client communications.

• Proficient in financial modeling including experience building models from scratch in MS Excel and related software.

• Proficient in preparing written reports suitable with relevant standards.

• Certifications relevant to the discipline of business valuation including CFA, CVA, CBA, ABV, ASA

• Experience with hiring, coaching and developing a team.

• Ability to manage multiple projects and priorities under strict deadlines.

• Experience presenting findings to clients, legal counsel, and other third parties.

• Skilled at networking and building referral relationships with CPAs, CFOs and Accounting Staff.

 

Location: Remote but must reside within driving distance to Central NJ

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

 

Business Valuation Analyst (Philadelphia / NYC / NJ)

Responsibilities:

  •  Lead business valuation engagements including information gathering, due diligence, financial modeling, report writing, and review
  • Communicate and review valuation results with team members and clients •
  • Maintain and develop positive, productive, and professional relationships with colleagues and clients

 

Requirements:

  • Minimum Bachelor’s degree in Finance or similar • CFA, CVA, CBA,ABV a plus
  • 6 + years’ experience in business valuation (2+ at Top Accounting Firm Preferred)
  • Demonstrated ability to work independently to organize data, analyze financial information, and make appropriate recommendations to 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 team members, third parties and defending analysis with facts and confidence
  • Strong attention to detail and accuracy focused output.

Location:  Philadelphia / NYC / NJ

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

 

Contact a Recruiter at Careers on The Move 

High Volume Hiring for Top Valuation Firms (Multiple Locations)

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 

 

Transaction Advisory Manager (NYC / Philadelphia, PA)

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

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