JOB ALERT

VP Financial Reporting (San Francisco, CA)

February 15, 2021 by

 

VP will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to upper management of the firm’s transaction and advisory practice, and will conduct sell-side and buy-side M&A activities and solvency opinion services. In addition, they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market 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.

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 7-10  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

 

Contact a Recruiter at Careers on The Move 

 

Filed Under: Accounting, California, Featured Jobs, Valuation Tagged With: , , , , , , , , , , , , , , , , , , ,

Transfer Pricing Manager (Short Hills, NJ)

February 8, 2018 by

Our client is a top consulting firm with offices around the world. Our client provides a broad range of tax and advisory services.  They are currently seeking a Transfer Pricing Manager.

Responsibilities:

The ideal candidate will be responsible for managing  the delivery and completion of projects within the transfer pricing department. To do so they will prepare analysis of economic and financial data, determine regulatory compliance and prepare reports. Review and analyze financial statements. Perform research on comparable publicly traded companies  They will develop and maintain client relationships. In addition they will be responsible for the supervision and mentoring of staff members.

Manage and deliver transfer pricing services

Develop and maintain client relationships

Supervise and mentor staff members

Prepare and analyze financial and economic data for tax and regulatory compliance purposes through the use of Microsoft Word, Excel, Access, and various statistical sampling packages

Qualifications:

5  years experience with advisory related projects

Bachelor’s degree in Economics, Business, Finance, Mathematics, or Statistics

Considerable progress towards an advanced degree

Hands on practical knowledge of valuations and transfer pricing,

Excellent analytical abilities with quantitative analysis, and financial statements

Knowledge of U.S. GAAP

Exposure to statistics, plan evaluation, or operational performance analysis is a plus

Excellent written and verbal communication skills, solid research skills, and able to work well in a team environment or independently

Location: Short Hills, NJ

Salary: Competitive

Contact a Recruiter at Careers On The Move 

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

Portfolio Securities Associate / Senior Associate (NYC / Princeton Metro)

January 25, 2018 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.

These valuation roles will administer independent valuation services for BDC’s, Hedge Funds, LP’s and Private Equity Firms. Role performs necessary valuation, review prospective offering documents, assess current market and financial conditions, advise and prepare reports/documents with direct client contact. The ideal candidate should have concentrated valuation experience with expertise in various valuation methods (income/market approaches, option pricing, waterfall), investment research, financial modeling, financial statement analysis, reporting writing & Fair Value Accounting as well as strong experience with fairness/solvency opinions.

The Group offers deep expertise in understanding and valuing complex financial instruments and derivatives (including various debt and equity structures such as embedded derivatives, convertible debt securities, relative TSRs and other share based compensation programs, SWAPs, CDOs and CLOs) for financial reporting purposes, tax and regulatory compliance, transaction support, capital investor requirements, and corporate strategy.

Responsibilities:

  • Perform valuations of complex securities such as options, warrants, convertible bonds, contingent considerations and preferred and common stock in privately-held companies. These valuations could be under ASC 718, ASC 805 or ASC 820.
  • Provide 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.
  • Render financial opinions with respect to valuation, fairness and solvency.
  • Perform valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets.
  • Perform 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.
  • Construct and maintain 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.
  • Monitor certain economic, industry, capital market and company trends and developments.
  • Prepare and present detailed financial analyses and reports.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • Minimum 1-5 years of relevant experience.
  • A broad, in-depth knowledge of Portfolio Investment Valuations
  • Thorough understanding of valuation theory and practice.
  • Ideal candidate has a working background within a Big4 Accounting firm, sell side research OR valuation firm.

Salary: Competitive plus Generous Quarterly Profit Sharing & Year-end Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Banking, Brokerage, New York, Valuation Tagged With: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Senior Tax Accountant for Trusts and Estates (NYC)

August 21, 2017 by

Our client is one of the largest leading full-service accounting and advisory firms in the United States. They provide audit, accounting and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting and other professional advisory services to a broad range of clients across many industries. Working with high net worth individuals, family offices, closely-held businesses, start-ups, middle market and Fortune 500 companies.

Responsibilities:

Our client is seeking a Senior Tax Accountant for Trusts and Estates. This role will require the ability to organize trust and estate financial data, and communicate a summary. They will provide client advisory for  decision-making purposes. The ideal candidate will handle review and preparation of Form 1040 tax return and Form 1041 trust tax return, and preparation of trust accountings for state court review. As well as review and  preparation of Form 706 federal estate tax, and inheritance tax.

Required Experience:

A professional with 4 +  years of experience from either a sophisticated accounting firm with an  individual trusts and estates practice or law firm trust and estate group.

CPA and/or MST preferred.

Compliance experience is a requirement

Expert experience providing consulting services.

Location: New York, NY

Salary: Competitive

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Job Alerts, New York Tagged With: , , , ,

Senior Tax Accountant for Trusts and Estates (Iselin, NJ)

August 21, 2017 by

Our client is one of the largest leading full-service accounting and advisory firms in the United States. They provide audit, accounting and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting and other professional advisory services to a broad range of clients across many industries. Working with high net worth individuals, family offices, closely-held businesses, start-ups, middle market and Fortune 500 companies.

Responsibilities:

Our client is seeking a Senior Tax Accountant for Trusts and Estates. This role will require the ability to organize trust and estate financial data, and communicate a summary. They will provide client advisory for  decision-making purposes. The ideal candidate will handle review and preparation of Form 1040 tax return and Form 1041 trust tax return, and preparation of trust accountings for state court review. As well as review and  preparation of Form 706 federal estate tax, and inheritance tax.

Required Experience:

A professional with 4 +  years of experience from either a sophisticated accounting firm with an  individual trusts and estates practice or law firm trust and estate group.

CPA and/or MST preferred.

Compliance experience is a requirement

Expert experience providing consulting services.

Location: Iselin, NJ

Salary: Competitive

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Job Alerts, New Jersey Tagged With: , , , , ,

Manager/Senior Manager, Transfer Pricing (NYC or Short Hills, NJ)

December 1, 2015 by

Our client is a top consulting firm with offices around the world that provides a broad range of federal, state, local and international tax services. They are currently looking tor a Senior Transfer Pricing Manager with a strong track record of working effectively on complex client projects, and extensive transfer pricing experience.

Responsibilities:

Evidence of an interest in how businesses operate across the value chain, strong project management experience and a high level of client contact is advantageous. As is a background In economics or business consulting.

A track record of completing complex projects for businesses

A track record of delivering high quality work for clients; demonstrating an understanding of the client’s business and relevant professional standards and maintaining strong client relationships.

Experience in leading teams; respecting and valuing all people and encouraging different perspectives.

Experience in building internal and external relationships and networks.

An ability to plan and deliver work against tight deadlines.

Qualifications:

Eight years of experience

Strong background in advisory related projects with an audit, tax, and/or advisory services firm

Experience in one or more of the following areas: transfer pricing studies, financial statement analysis, quantitative analysis

Bachelor’s degree in Accounting, Finance, Economics, or Business from an accredited college/university

Graduate degree in Economics, Business, Finance, Mathematics or Statistics

Thorough understanding of the U.S. Regulations and international pricing environment

Excellent written and verbal communication skills, solid research skills, and the ability to work well in a team environment and/or independently

Strong MS Word, Excel, Access

Location: Short Hills, NJ or  New York, NY

Salary: $100,000 – 140,000 Plus Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Job Alerts, New Jersey, New York Tagged With: , , ,

Senior Valuation Associate, Valuation Manager and Senior Valuations Manager – Healthcare & Life Sciences (Short Hills, NJ)

October 26, 2015 by

Our client is a top consulting firm with offices around the world. Our Client provides a broad range of tax and advisory services. They are currently seeking a Valuation Manager – Heathcare and Life Sciences

Responsibilities:

Manage and deliver valuation services in the Life Sciences or Pharma Industries. Rendering financial opinions with respect to valuation, fairness and solvency. 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. Continually monitoring certain economic, industry, company trends and developments. Preparing and presenting detailed financial analyses and reports. 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. Supervise, mentor, and facilitate the development of consulting skills for staff including valuation principles, communication, time management, and client product delivery.

Requirements:

* At least five years of relevant experience

* Bachelor’s degree in Accounting, Finance, Economics, or Business* CFA or ASA required

* Experience in the Pharma or Life Sciences verticals

* Prior Management experience required

* A thorough understanding of valuation theory and practice.

* Superior written and verbal communication skills, solid analytical skills, and the ability to work well in a team environment

Salary: Competitive Base Plus Bonus
Location: Short Hills, NJ

Contact a Recruiter at Careers On The Move 

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

Valuation Associate and Senior Valuation Associate (Central NJ)

September 22, 2015 by

Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide.

The Valuation Associate and  Senior Associate roles will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to the head of the firm’s transaction and advisory practice, they will manage sell-side and buy-side M&A activities and fairness opinion services.  In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies, effect corporate restructuring, create new classes of equity, maintain compliance with Employee Stock Ownership Plans and other ERISA plans, and effect intra-family ownership transfers, among others.

The ideal candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions.  Direct current experience in ASC 350/805  (Goodwill Impairment) a must. As well as an advanced, working knowledge of Excel and Word.  Strong oral and written communication skills and superior analytical capabilities are essential. Must have quant skills and be familiar with financial modeling. A degree in Finance is required. An MBA and/or CFA (or CFA candidate) are also preferred. A background in accounting coursework is important and relevant to the responsibilities of the position.

Senior Level Associate Candidate will have 2-4 years experience.

Associate Level Candidate will have 1-2 years experience.

Location: Central NJ

Salary: Competitive

Contact a Recruiter at Careers On The Move 

 

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

Senior Associate – Advisory Services (Boston, MA)

September 21, 2015 by

Our client is a top consulting firm with offices around the world. Our Client provides a broad range of tax and advisory services.

As a part of Advisory Services the ideal candidate will be responsible for focusing on business issues — risk management, increasing revenues, cost controls — that clients need to address in order to help them flourish. Our client helps companies to identify and manage risks and provide them with the support they need to help them meet their strategic and financial goals.
Responsibilities:

Assist transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory service to clients in a variety of verticals; including Fortune 1000 companies, private equity investors, and asset based lenders

Coordinate with senior executives of clients and target companies

Analyze and synthesize data to determine past and projected financial and operating trends, earnings and working capital considerations, and any potential liabilities and risks which impact valuation and negotiation of the target company

Create transaction advisory reports based on earnings, budget, debt, and financial statements.

Qualifications:

Bachelor’s degree in Accounting or Business from an accredited college/university; CPA is preferred

3-4 years of experience in one of the following: accounting, advisory, financial audit, or transaction experience with a Top Ten public accounting firm

Strong current knowledge in one of the following: United States GAAP, SEC financial reporting issues, IFRS , M&A, or transaction services

Strong verbal and written communication skills

Strong command of Microsoft Excel and PowerPoint

Ability to travel 50%

Location: Boston, MA

Salary: Competitive

Contact a Recruiter at Careers On The Move 

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

Transfer Pricing Manager (Short Hills, NJ)

September 17, 2015 by

Our client is a top consulting firm with offices around the world. Our Client provides a broad range of federal, state, local and international tax services. They are currently seeking a Manager, Transfer Pricing.

Responsibilities:

The Transfer Pricing Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. They will perform financial analysis of industry data and financial data provided by the client to assist in the documentation of appropriate intercompany pricing policies. Conducts detailed review of facts relating to transfer pricing and data and identifies basic, complex and advanced issues through the engagement. Conducts detailed review of transfer pricing analysis and reports on it. Ensures clients are compliant with transfer pricing requirements. Prepares planning and documentation reports. In this role, the STS Transfer Pricing Manager will be responsible for business development. And recognizing potential changes in tax policy and applying new policies to tax compliance.

Requirements:

Five years experience in an advisory capacity required

Five years experience working within a transfer pricing practice required

Knowledge of the GAAP and the U.S. Transfer Pricing Regulations and international transfer pricing environment
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word

Excellent oral and written communication skills

Superior analytical  and research skills

Solid organizational skills especially ability to meet project deadlines with a focus on details

Ability to successfully multi-task while working independently or within a group environment

Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously

Capable of effective managing a team of tax professionals and delegating work assignments as needed

Capacity to build and maintain strong relationships with internal and client personnel

Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel

Ability to successfully interact with professionals at all levels

Superior ability to research taxation topics and communicate or compose written analysis effectively

Education:

Bachelors degree in Accounting, Economics or other relevant field of study required.

Advanced degree preferred, or significant progress towards an advanced degree

Salary: $100,000 – 140,000 Plus Bonus

Location: Short Hills, NJ

Contact a Recruiter at Careers On The Move 

 

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