Our Client, a public company institutional lender is seeking a Real Estate appraiser for the coastal FL office. Specialization will be in REITs & Valuation.
3+ years of relevant experience required.
Relocation package available.
VP – Business Development (NY Capital Region)
May 7, 2022 by
Our Client is seeking a veteran salesperson to join our growing team of investment professionals in the Capital Region. Ideal candidate will have proven sales ability and regional contacts who would benefit from asset management capabilities. This role will enhance the individual’s career path plus work hand-in-hand with Sales to support the firm’s overall business development.
Responsibilities:
• Effectively identify, qualify, and track progress of prospects to become new relationships for the firm.
o Primary Focus – High net worth individuals
o Secondary Focus – Regional entities, small businesses, endowments, foundations & associations
• Develop leads list with to show potential for $50-100M of new business; 1st year production target commensurate to experience
• Utilize Salesforce for pipeline and new business development reporting
• Understand and effectively communicate investment philosophy, process and solutions.
• Provide recommendations for active market engagement and product positioning.
Qualifications & Experience:
• Proven success in high net worth sales and/or investment management, preferably within the financial services industry
• Experience, knowledge and relationship management within the Capital Region
• Series 7 & 66 securities licenses (must be acquired within first 3 months of hire).
• Bachelor’s Degree. Master’s a plus.
• Excellent communications and presentation skills
• Must be an entrepreneurial, self-starter as well as a team player.
• Position is onsite yet requires extensive regional travel
Location: NY Capital Region
Salary: $125K range + Bonus up to 100%
Sr. Associate – Alternative Investments (NYC)
May 2, 2022 by
Responsibilities:
- Assist in the preparation of valuations for closely held or publicly traded companies with a focus on the alternative investment space
- Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of investments
- Build new and update existing financial models including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models
- Perform analysis on financial and economic data, subject companies, guideline companies, industries and markets, and other types of fund and investment analysis
- Prepare valuation and other types of reports and presentations
- Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers
Qualifications:
- Bachelor’s degree in finance, accounting, economics, or business from an accredited college/university
- A minimum of three years of experience in one or more of the following areas: investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets
- Possess advanced finance, financial modeling, accounting, and analytical abilities
- Strong work ethic, ability to multitask, presentation, problem solving and organizational skills, and attention to detail
- Excellent written and verbal communication skills, solid research skills, and the ability to work well in a team environment and/or independently
Location: NYC
Salary: $80K-$110K range Plus Quarterly & Year End Bonus
Valuation Manager – Intangible Assets (NYC)
April 25, 2022 by
Responsibilities:
- Manage and deliver business and intangible valuations for mergers and acquisitions, financial reporting, tax and regulatory compliance, restructuring and reorganization, corporate services and management planning purposes
- Design the scope of work for engagements, oversee day-to-day activities, assume responsibility for quality control and accuracy of client deliverables, and effectively manage risk associated with engagements
- Build, maintain, and enhance client relationships
- Perform reviews of third party appraisals for audit support purposes
- Supervise and mentor staff; provide timely and effective performance feedback and training
- Assist in business development efforts; collaborate with other branches to build cross-functional relationships
Qualifications:
- Bachelor’s degree in accounting, finance, economics, or business from an accredited college/university;
- A minimum of five years of financial advisory and valuation experience within a business valuation firm or valuation practice of an audit, tax and advisory firm with a strong finance and/or accounting background
- ABV credentials a plus
- Significant experience with valuations of business entities and intangible assets, purchase price allocations, analyzing goodwill and long lived asset impairment, supporting a company’s value for bidding or asking price plans, litigation support, and financial analysis and research
- Excellent written and verbal communication skills, solid analytical and financial modeling skills, the ability to work well in a team environment and a commitment to mentoring and developing staff
- Demonstrated ability to oversee multiple valuation engagements and manage client relationships
Location: NYC
Salary: $115K range * Plus Quarterly & Year End Bonus
Senior Associate – Business Valuation (NYC)
March 25, 2022 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: NYC
Salary: $80K-$110K range * Plus Quarterly & Year End Bonus
Entry Level Financial Reporting Analyst (Philadelphia Metro)
March 9, 2022 by
Our client is a top rated independent financial advisory & valuation practice expanding their Milwaukee office.
The Financial Analyst will primarily perform primarily perform valuations for purchase price
allocation, impairment testing purposes, and stock compensation expense.
Excellent opportunity to work on top deals and gain key industry contacts gaining exposure to a wide range of valuation assignments involving both private and public companies. 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.
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
- 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:
Recent Grad-3 years experience.
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: Philadelphia Metro
Salary: Very Competitive + Bonus package
VP / SVP – Financial Reporting Valuation (Chicago, IL)
February 7, 2022 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: Chicago, IL
Salary: $100K-$120K + Bonus
Entry Level Valuation Associate – Portfolio Securities (NYC)
January 30, 2022 by
Our client is a fast growing valuation firm based in Manhattan, with additional offices located nationwide. Clients include hedge funds, private companies, high-net-worth individuals, public firms and other large financial institutions.
Seeking an entry level Valuation Associate, Portfolio Securities candidate to assist the business valuation group with client management, which involves gathering data, performing financial valuation services and due diligence, writing final valuation reports, as well as support business development initiatives.
Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• 0-1 year experience
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparable.
• Strong quantitative skills.
• Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
• Strong technical skills including Word and PowerPoint skills
Location: NYC
Salary: $65K range Plus Bonus
Machinery and Equipment Appraiser – Tangible Assets Valuation (Multiple Locations)
January 29, 2022 by
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
SVP – Valuation (Bay Area, CA)
January 28, 2022 by
Requirements:
- Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree (MBA) and/or CFA Designation (or CFA candidate) preferred.
- Minimum 10 years experience, preferably at a valuation or accounting firm. 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. Prior ASC 718 experience is ideal, as the majority of the work will be working on these engagements.
- 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
Location: San Francisco, CA
Base salary: Competitive Base Salary + Generous Quarterly Bonus and Year-End Bonus
