JOB ALERT

Financial Analyst – Valuation (San Francisco, CA)

January 3, 2021 by

Our client is a top rated independent valuation practice.

This candidate should have concentrated knowledge of corporate finance, financial markets and accounting.

The Analyst will be involved in many aspects of financial valuation and advisory services to a variety of clientele.

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.

Requirements:

Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.

1-3 years  experience, preferably at a valuation or accounting firm, Entry level will be considered.

Strong writing and presentation skills; experience preparing and reviewing valuation reports.

Strong technical skills including MS Excel, Word and PowerPoint skills.

 

Location:  San Francisco, CA

Base salary: Up to $100K  based upon experience + Quarterly Bonus and Year-End Bonus

 

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Filed Under: California, Featured Jobs, Uncategorized, Valuation

Valuation Associate/Senior Associate – Portfolio Securities (San Francisco, CA)

January 3, 2021 by

Our client is fast growing valuation firm based in Manhattan, with additional offices located nationwide. Clients include hedge funds, private companies, high-net-worth individual, public firms and other large financial institutions.
Seeking a Valuation Associate/Senior 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 inititatives.
Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• Minimum 2+ years valuation experience required. This experience must include working with private equity, structured products and/or derivatives.
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
• Strong quantitative skills.
• Working experience with Bloomberg and Excel modeling required. FactSet experience a plus.
• Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
• Strong technical skills including Word and PowerPoint skills

Location: San Francisco, CA
Salary: Highly Competitive Base Plus Bonus

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Filed Under: Uncategorized, Valuation

Partner Business Valuation – NYC

December 8, 2020 by

Responsibilities

  • Initiate plans of growth and change.
  • Proactively and effectively contribute to the marketing and business development efforts of the Practice.
  • Client service, relationship management, and day-to-day quality and risk management associated with running the practice.
  • Demonstrate the highest professionalism and business acumen in all interactions with clients and team members.
  • Mentor team members to meet and exceed their objectives.
  • Have prior experience successfully leading and being a team player of a group of business valuation professionals.
  • Set financial targets

 

Qualifications

  • BS and/or Masters in Accounting, Finance, or similar. MBA and/or CFA / ASA / FINRA a plus
  • 10+ years of experience in core business valuation services is required.
  • Prior experience working at a Big 4 or Top 10 accounting advisory firm is preferred.
  • Proven track record of past activities that produced financial results.
  • Prior track record of generating and managing $1.5+ million in annual revenue.

 

Location: NYC

Base salary: Highly Competitive 

 

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Filed Under: Job Alerts, New York, Valuation

Valuation Associate – Financial Reporting (Boston, MA)

November 20, 2020 by

Our client is a top rated independent valuation practice seeking an analyst to join their Boston team .This candidate should have concentrated financial reporting valuation experience and strong experience with fairness/solvency opinions.  This would include Equity valuations, Purchase price allocations, Goodwill impairments, Solvency opinions, and Equity Allocations (Option Pricing Models).

 

Responsibilities:

  • Build, modify and utilize financial models for business enterprise (DCF, market multiples, ) and intangible asset valuation (excess earnings method, relief-from-royalty, etc.)
  • Value complex securities and contingent consideration using option pricing and Monte Carlo simulation models
  • Synthesize company background materials, industry dynamics, capital markets data, and valuation analysis into client-ready deliverables

 

Requirements: 

  • BS or BA, major in Finance a plus. Any coursework in valuation or securities analysis is a
  • CFA designation or be in the process of obtaining
  • 2 to 5 years work experience at a valuation firm or a valuation group within a public accounting firm, preferably with some financial reporting experience.
  • Advanced knowledge of Excel
  • Effective communication skills, strong attention to detail, and analytical capabilities are essential
  • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a small team
  • Strong work ethic and ability to work flexible hours around critical due
  • Applicants must have unrestricted authorization to work for any employer in the U.S.

 

Location: Boston, MA (remote start)

Salary: Competitive Base * Plus Quarterly & Year End Bonus

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Filed Under: Job Alerts, Massachusetts, Valuation

AVP / Sr. Associate – Corporate Reporting (Multiple Locations)

November 7, 2020 by

Our client is a financial advisory firm looking for an AVP / Sr. Associate for their Corporate Reporting sector. This position is open in multiple North East Cities (NYC, Boston, Philadelphia) as well as in the Midwest region (Chicago, St. Louis, Milwaukee)

Candidate must be familiar and proficient in:

  • Employee Stock Ownership Plans (ESOPs)
  • Corporate conversions/status changes
  • Other corporate valuation consulting
  • Purchases of private company stock
  • Reorganization/restructuring transactions
  • Section 409a compliance
  • Transfers of intangible assets

 

Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• 6+ years valuation experience focusing in Financial Reporting.
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.

Location: Northeast & Midwest
Salary: Highly Competitive Plus Bonus

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Filed Under: Job Alerts, Valuation Tagged With:

Business Development Manager / Sr. Manager – Private Equity (Boston, MA)

October 31, 2020 by

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory  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. They are seeking Business Development professionals for two locations. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts. This firm has a phenomenal work environment that is very supportive.

These candidates should have concentrated Business Development experience.  Must have experience with Financial Statement, Private Equity, and some entrepreneurial or start up experience is a plus.

Candidates can come from financial software or a broker dealer. Possible backgrounds would include Financial Advisors or Loan Officers looking to leverage into the Private Equity / Hedge Fund arena.  Client will train on their product line. This position will support a certain market initiative into BDCs and PE.

MBA preferred.

 

 

Responsibilities:

  • WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.
  • Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;
  • Responsible for managing client relationships and business development within the financial, corporate and asset management communities
  • Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;
  • 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.
  • Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;
  • Selling 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;
  • Selling financial opinions with respect to valuation, fairness and solvency;
  • Continually monitoring certain economic, industry, capital market and company trends and developments;

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • Minimum seven to 10 years of successful Business Development experience selling to businesses and institutions.
  • Experience in Private Equity required
  • Excellent Prospecting skills
  • Long hours and insight and desire to keep up with the M&A service advisors

Location: Boston, MA

Salary: $100K -$150K range  plus  Bonus / Commission plan

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Filed Under: Financial Services, Job Alerts, Massachusetts, New England, Valuation Tagged With: , , , , , , , , , , , , ,

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

September 12, 2020 by

 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

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Filed Under: Job Alerts, Massachusetts, New England, New Jersey, New York, Pennsylvania, Remote Positions, Rhode Island, Valuation, Virginia

Manager / Sr. Manager Matrimonial Litigation / Forensic Accounting- (Remote – Northeast / Mid Atlantic)

September 10, 2020 by

Our client is a top financial advisory firm is looking to grow their litigation consulting practice, which is small yet growing.

Key Responsibilities:

  • Manage multiple complex matrimonial litigation projects.
  • Perform advanced financial analysis including asset tracing, lifestyle analysis, business valuation, cash flow analysis, income available for support, and settlement structuring .
  • Communicate and review results with clients in a timely and efficient manner .
  • Maintain and develop positive, productive, and professional relationships with clients and colleagues

 

Qualifications:

  • Minimum Bachelor’s degree in Accounting or Finance.
  • Advanced degrees including MBA or JD highly desired.
  • Preferred certifications: CPA; ASA/CVA/ABV; CFF; and CDFA
  • Training in divorce mediation and collaborative law highly desired
  • Five plus years’ experience in litigation and matrimonial forensics highly desired
  • Excellent written and verbal communication skills
  • Open to forensic accountants who have asset tracing experience with openness to applying this skill to matrimonial litigation

 

 

 

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

Salary: Competitive Base + Bonus Package

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

VP / AVP – M&A (Cincinnati / Detroit)

August 19, 2020 by

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:

  • Work cooperatively with our client to ensure the ultimate list captures direct competitors, upstream and downstream players, and financial buyers / private equity groups
  • Preparation of Marketing Materials and Confidential Memoranda
  • Responsible for the negotiation phase, including deal structure (stock vs. asset sale), transaction consideration, working capital thresholds, or indemnification escrows.

Requirements:

  • Bachelor’s degree in Finance, Accounting, or similar. MBA Preferred.
  • 10+ years relevant experience, ideally with an accounting firm.
  • 5+ years of supervisory experience, mentoring and counseling associates.
  • Familiarity with all aspects of due diligence.

 

Location: Cincinnati / Detroit

Salary: Competitive Base + Bonus Package

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

Business Valuation Analyst (Chicago, IL / St. Louis, MO / Milwaukee, WI)

August 17, 2020 by

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 at Top Accounting Firm
  • 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:  Chicago/ St. Louis / Milwaukee, WI

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

 

Contact a Recruiter at Careers on The Move 

Filed Under: Illinois, Job Alerts, Valuation
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