JOB ALERT

Valuation Analyst / Associate – Financial Reporting (Dallas, TX)

September 10, 2024 by

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: Dallas,TX

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

 

 

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Filed Under: Featured Jobs, Texas, Valuation Tagged With: , , ,

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

September 9, 2024 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

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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: , , , ,

Tax Senior (NYC / NJ / PA / CA)

May 3, 2024 by

Responsibilities:

  • Complete moderately complex projects accurately, thoroughly, and efficiently
  • Participate in staff training and tax department meetings
  • Prepare high level corporate and individual  returns, familiar with various state tax returns, major credits, current relief acts, and prepare provisions/Fin 48 analysis
  • Provide assistance to peers and others when requested
  • Create positive impression with client by exhibiting professional competence and ability
  • Put forth a diligent effort to pass CPA Exam and advance technical knowledge
  • Proactively participates in professional development opportunities, i.e. Mentoring Program
  • Recognize extended to tax service opportunities at client and brings them to the attention of upper management

Qualifications:

  • Bachelor’s Degree in Accounting or similar. Master’s a plus.
  • Eligible to sit for the CPA Exam, or current CPA credentials preferred.
  • 2-5 years of relevant experience.
  • Understand all aspects of engagement
  • Demonstrate knowledge of accounting principles and tax standards to effectively supervise staff and solve routine engagement principles.
  • Strong technology skills, with proficiency in Axcess
  • Strong communication and interpersonal skills
  • Analytical and problem solving skills
  • Ability to meet deadlines with accuracy
  • Effective listening skills
  • Time management skills
  • Effectively articulates basic tax and business issues and their resolutions
  • Exhibit effective listening and verbal skills as demonstrated by engagement behavior and staff performance

 

Location: NYC / NJ / PA / CA

Salary: Competitive

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Filed Under: Accounting, Featured Jobs, Job Alerts, Texas Tagged With: , ,

Director / Managing Director (Denver / Tulsa / Dallas / Houston)

January 20, 2024 by

Our Client, is seeking seasoned professionals to further expand its market presence in the stock-based compensation and complex securities advisory services arena. The 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 some Big 4 expertise.
  • CFA / CPA Certification preferred

Public Accounting national network is highly favored as the firm is actively expanding.


Location: Denver / Tulsa / Dallas / Houston

Base salary: $200-$275K

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Filed Under: Accounting, Colorado, Featured Jobs, Job Alerts, Risk Management, Texas, Valuation Tagged With: , , , , , , , , , ,

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

 

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

Vice President / Valuation Manager – Dallas, TX

October 5, 2019 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.

Excellent opportunity to work on top deals, gain and develop key industry contacts, and be responsible for revenue generation. This senior leadership position is that of a Doer /Seller, and manage valuation engagements while being instrumental in business development activities.

 

Responsibilities:

Providing 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;

Rendering financial opinions with respect to valuation, fairness and solvency;

Performing valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

Performing 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;

Constructing and maintaining 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;

Continually monitoring certain economic, industry, capital market and company trends and developments;

Preparing and presenting detailed financial analyses and reports to directors, senior managers, lenders and shareholders;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys on a daily basis;

Managing multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment;

Developing and maintaining relationships with existing clients through periodic conversations and meetings;

Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.

 

Requirements:

* 6+ years experience in Valuation
* Track record of Sales Generation
* Experience working in the merger and acquisition environment supporting the needs of M&A attorneys, Private Equity and lenders
* Long hours and insight and desire to keep up with the M&A service advisors
* Bachelors Degree, MBA a plus
* CFA a plus

 

Location: Dallas, TX

Salary: Competitive Base + Bonus Package

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

Valuation Manager Commercial Real Estate – Houston, TX

April 17, 2018 by

Our Client, a Fortune 500 firm is seeking a Valuation Manager to grow their Houston team.
Ideal candidate will have a minimum of 5 years valuation experience.

SKILLS & REQUIREMENTS:
Bachelor’s degree in accounting, finance, economics or business administration;
CFA / CPA / ASA ideal
5+ years of valuation experience preferably in commercial real estate at an accounting firm or similar environment
Prior management experience a plus.
Strong Valuation skills including discounted cash flow, purchase price allocations, goodwill impairment, debt and closely held businesses.

 

Location: Houston, TX
Salary: Competitive Base Salary + Bonus

 

Contact a Recruiter at Careers On The Move

 

 

Filed Under: Job Alerts, Texas, Valuation Tagged With: , , , , , ,
Careers on the Move