JOB ALERT

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

July 9, 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: , , , , , , , , ,

Business Development Associate (San Francisco, CA)

June 22, 2025 by

Our client is an independent valuation firm with a 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.

Team oriented supportive environment with excellent mentorship.

Responsibilities:

• Conduct market research to identify target companies and key individuals at those companies
• Initiate communications with companies and conduct ongoing follow up
• Monitor M&A activity and trends in the territory and track M&A activity at target companies
• Provide research support for meetings
• Develop marketing collateral, presentations and meeting materials
• Attend networking and other professional events

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • 1–3 years of business development experience
  •  Strong verbal, written communication, listening and interpersonal skills
  • Ability to prioritize multiple assignments and collaborate with internal teams to manage time-sensitive engagements
  • Strong work ethic and capacity to work flexible hours around critical due dates
  • A broad knowledge of finance
  • Comfort and experience dealing with private equity firms and corporate finance and accounting staff
  • Experience with private equity and/or investment banking a plus
  • General understanding of valuation and/or financial reporting also a plus

 

Location: San Francisco, CA

Salary: $70-$120K plus profit-share and bonus

 


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Filed Under: Business Development, California, Job Alerts, Valuation 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: , , , , , ,

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

June 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, Pennsylvania, Valuation

VP / SVP – Financial Reporting (Dallas, TX / Hybrid)

June 2, 2025 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: Dallas, TX / Hybrid

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

 

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

AVP / Sr. Associate – Trust, Estates, and Gift Tax Valuation (Princeton, NJ / Hybrid or Remote)

May 30, 2025 by

Interested in joining an established, expanding firm with excellent leadership?

Our client is a leading financial advisory firm hiring a Specialist  in Trust, Estates and Gift Tax to their team. You would perform business appraisals and valuations primarily for estate tax planning purposes to closely held businesses, trusts, estates, and family businesses. This position would report into a Partner in the firm.

Requirements:

  • Bachelor’s Degree in Finance, Business Administration, Accounting or another related field is required. Master’s Degree and/or CFA Designation (or CFA candidate) preferred. American Society of Appraisers – Accredited Senior Appraiser (ASA) in Business Valuation preferred.  CPA or ABV a plus.
  • Minimum 3+ years valuation experience required.
  • Minimum 3 years working with trust, estates and gift tax for estate tax planning purposes.
  • Working experience with Excel modeling required.
  • Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills  

 

Stable job history is mandatory.

Relocation assistance would be considered.

Location: Princeton NJ – Hybrid or Remote

Salary: $160K plus bonus

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Filed Under: Accounting, Featured Jobs, New York, Remote Position, Remote Positions, Valuation Tagged With: , , , , , , , , , ,

Director – Complex Financial Reporting / Complex Securities (Any Major U.S. City)

April 9, 2025 by

Our Client is seeking an experienced Director to provide Complex Financial Reporting and Corporate Finance advisory services. This is a phenomenal opportunity to play a key role in building a successful practice and grow within the firm.

Ideal Candidate will have a strong business development background and technical accounting knowledge. Role involves extensive networking, research, and relationship building activities.

Qualifications:

• Bachelor’s Degree in Accounting, Finance, or similar (CPA or equivalent required)
• 8-15 years’ experience in financial reporting, external audit, corporate financial reporting, technical advisory, transaction advisory,
• Advanced technical accounting (US GAAP/IFRS/SEC) knowledge and experience.

Location: Any Major U.S. City

Base salary: $180-$275 plus bonus

 

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Filed Under: Accounting, Business Development, Featured Jobs, 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: , , , ,

Financial Analyst – Financial Reporting Valuation (Milwaukee, WI)

February 28, 2025 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:

1-3 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: Milwaukee, WI

Salary: Very Competitive + Bonus package

 

 

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Filed Under: Accounting, Financial Services, Job Alerts, Valuation, Wisconsin Tagged With: , , , , , , , , , , , , ,
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