Valuation Analyst – Financial Reporting (Atlanta, GA / Chicago, IL / Dallas, TX)

Responsibilities:

  • Conduct research on clients, competitors, industry, and capital markets, including market multiples and comparable ratios.
  • Build, modify and utilize financial models for equity, business enterprise and intangible asset valuation using accepted and relevant approaches and theory.
  • Gather and document pertinent data obtained through client interaction.
  • Assist in the valuation of certain interests across a wide range of industries using relevant qualitative informationgathered and through the application of proprietary quantitative valuation models.
  • Assist in preparing formal client report and presentation materials.

 

Requirements:

  • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus.
  •  ASA, CFA, CPA or ABV designations is a plus.
  • Working/advanced knowledge of Excel
  • Self-starter with 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:  Atlanta, GA – Chicago, IL – Dallas, TX

Base salary: Competitive Base Salary + Generous Quarterly Bonus  and Year-End Bonus

 

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SVP – Financial Reporting Valuation (Boston, MA)

This candidate will be on track to lead and grow an office.

 

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:  Boston, MA

Base salary: Competitive Base Salary + Generous Quarterly Bonus  and Year-End Bonus

 

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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

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Associate / Sr. Associate – Business Valuation (Orange County, CA)

Responsibilities:

  • Perform industry research
  • Analyze business plans, as well asperform financial statements and benchmarking analyses
  • Prepare and review model accuracy  including discounted cash flow and transaction methods
  • Prepare reports, proposals, and presentations

Qualifications:

  • Bachelors Degree in Finance or similar.
  • CFA a plus
  • 1+ years of experience in Business Valuation.
  • Excellent written and verbal communication skills.

 

Location: Orange County, CA

Salary: Competitive Base * Plus Bonus Package

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Sr. Associate – Business Valuation (Hybrid: Central NJ / Remote)

** This position will work a hybrid schedule of 3 days in office / 2 days remote

 

Responsibilities:

  • Perform industry research
  • Analyze business plans, as well asperform financial statements and benchmarking analyses
  • Prepare and review model accuracy  including discounted cash flow and transaction methods
  • Prepare reports, proposals, and presentations

Qualifications:

  • Bachelors Degree in Finance or similar.
  • CFA a plus
  • 3+ years of experience in Business Valuation.
  • Excellent written and verbal communication skills.

 

Location: Hybrid : Central NJ / Remote

Salary: Competitive Base * Plus Bonus Package

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Sr. Associate – Forensic Accounting / Litigation (Hybrid: Central NJ / Remote)

** This position will work a hybrid schedule 3 days in office / 2 days remote.

 

Responsibilities:

  • Prepare and execute work plans for forensic accounting investigations, fraud investigations, dispute engagements and matrimonial matters.
  • Analyze financial statements, damage models and other accounting and financial related documents
  • Involved in the preparation and reviewing of valuation reports and related supporting documentation
  • Performing online database research.
  • Independently conduct research on technical accounting issues
  • Perform analysis of accounting and financial issues in relation to forensic investigations and commercial damage claims.  Identify issues and anomalies in data and effectively communicate such issues to team members
  • Review and analyze historical financial data

Requirements:

  •  Bachelors degree in Finance or similar. CPA or track preferred
  • 3+  years of experience in the forensic accounting, litigation, valuation, audit or accounting related field
  • Valuation credentials, or pursuit of such credentials, a plus (ASA/AM, CPA/ABV, CVA, AVA, CFA)
  • Ability to critically think and is a problem-solver
  • Strong writing and presentation skills; experience preparing and reviewing valuation reports
  • Willingness to take on all tasks and contribute to the engagement as a team member without distinction to level or task
  •  Ability to work with large data sets efficiently.  Prior experience with data analytics a plus
  •  Excellent writing and verbal communication skills

 

Client offers an attractive compensation and benefits package.

Location: Central NJ / Remote

Salary: Competitive

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M&A Professional (US Workplace – Company base: Tokyo, Japan)

Our Client, an investment bank in Tokyo, Japan is seeking a M&A professional in the US with a successful track record of completing deals within the country. The intention is to acquire & invest in companies in the US and are looking for a skilled, motivated, and experienced individual within the M&A sector to work with us in creating successful opportunities and completing deals.

 

Requirements:

Bachelors Degree in Finance, Business, or similar

CPA a plus

Big 4 accounting firm experience preferred

Familiarity with the M&A market in the US

5 years+ in an M&A business (Buy side)

 

*** Must have U.S citizenship or permanent residency

 

Location: Nationwide

Salary: $95K range

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Valuation Analysts up to Sr. Managers (Philadelphia with Remote Option)

Our Client, a well rounded Advisory Firm is seeking Associates Analyst up to Senior Manager level. Base is in Philadelphia Metro but there is an option for remote work.

Responsibilities:

  • Perform Valuation analysis on a variety of private and public entities.
  • Design complex financial models.
  • Gather data pertinent to engagement through client interaction.
  • Perform in-depth client, industry, market, and economic research.
  • Display ability to work both independently as well as in a team dynamic

 

Requirements:

  • Bachelor’s Degree in Finance, Business, Quant, or similar, Masters a plus
  • CFA , FRM preferred
  • Proficiency with valuation models and financial engineering programs
  • Ability to manage  multiple projects in a fast paced environment
  • Self Starter
  • Possible willingness to travel (Less than 20% of time)

*** Must have U.S. citizenship or permanent residency

 

Location: Philadelphia, PA / Remote

Salary: Competitive

 

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Executive VP – Business Development (San Joaquin Valley, CA)

Responsibilities:

  • Understanding of private money in the Fix/Flip platform space
  • Grow existing company from 50.0 million AUM to over 100.0 AUM (assets undermanagement, and have successfully accomplished such)
  • Ability to provide written spread of personal & team production from past 36 months.
  • Develop onboarding, training and couching for subordinates (loan officers)
  • Develop & lead a team of 5-10 loan officers
  • Develop an origination platform 8-15M per month-fix and flip loan origination.
  • Understanding of Key Performance Indicators and ownership of such
  • Marketing to include Budgeting, CRM development system, blogs, newsletters &attending real estate events (Expo’s, Meet ups), Social Media, IG, budgets, media, etc.
  • Must be able to data mine, seek target customers and borrowers and network to locatesuch.
  • Must be able to interface with brokers, Loan Officers, RE Agents, borrowers and sourcesuch of all levels of sophistication.
  • Contact base within the private-money industry; ability and personality to seek out and“mine” other sources of qualified borrowers.
  • Technologically savvy, including heavy spreadsheet reporting, email, word processing, etc.

Requirements:

  • Bachelor’s degree in business, accounting or finance preferred.
  • 7+ Years relevant experience

 

Location: Fresno, CA

Salary: $160K + Base  plus  commission package

 

(relocation package available)

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Manager – Atlanta, GA / Chicago, IL / Portland, OR

Responsibilities:

  • Managing associates and senior associates on engagement teams to provide valuation, damages analysis, and financial advisory services to clients, including selecting and applying appropriate methodology, writing opinions and reports, and supporting conclusions through audit, regulatory review, or litigation
  • Calling on potential new clients by independently developing a network of referral sources
  • Engaging in various other practice development activities (including professional association leadership, conference presentations, and technical publication and scholarship)

 

Requirements:

  • Masters degree in finance, accounting, or economics or MBA degree
  • CPA and/or CFA or related professional credential
  • Minimum 5+ years of related consulting experience
  •  Expert testimony experience a strong plus
  • Expertise in generally accepted analytical approaches and methods
  • Experience involving complex valuation, damages, or transfer price analysis within a litigation context
  • Strong analytical and problem solving skills, as well as strong verbal and written communication skills

 

Location: Atlanta, GA / Chicago, IL /Portland, OR

Salary: Highly Competitive

Contact a Recruiter at Careers On The Move