JOB ALERT

VP Financial Reporting (Dallas, TX)

February 26, 2025 by

 

Responsibilities:

  • Perform accurate valuations of companies, securities and intangible assets across a wide range of industries by using relevant information gathered through client interaction and market research, utilizing proprietary quantitative valuation models.
  • Conducting research on clients, competitors, industries and capital markets, including market multiples, financial ratios, and discount rates.
  • Management of valuation engagements from the planning stage to presentation of a client-ready deliverable
  • Supervision of junior staff concerning technical judgment and project execution and analysis.
  • Build and maintain ongoing client relationships

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field is required. MBA preferred. CFA track a plus.
  • Minimum 5-7 years  experience, preferably at a valuation or accounting firm. Must have background in financial reporting, accounting and valuation issues, as well as  financial modeling.
  • Direct current experience in ASC 350/805  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

U.S. Citizenship or green card required.

Location:  Dallas, TX

Base salary: $130K-$170K + Generous Quarterly Bonus  and Year-End Bonus

 

Contact a Recruiter at Careers on The Move 

 

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

Transaction Advisory – CPA, Manager (NYC / Central NJ)

October 3, 2019 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:

  • Analyze trends in operating results and working capital.
  • Develop agendas and lead meetings with target management.
  • Prepare tailored written reports and supporting Excel schedules.
  • Coordinate with other service lines involved in the engagement.
  • Oversee project completion within budget.
  • Supervise associates and senior associates.
  • Maintain periodic communications with the engagement director/partner and client regarding project status and potential deal issues as they arise.
  • Plan and oversee the due diligence process to delivery of quality services and products
  • Analyze financial forecasts, historical earnings, assets and liabilities of target client
  • Perform industry and company research on target client’s business, securities, intellectual properties, real estate and other assets
  • Identify risks and issues related to integration planning, timelines and functional areas
  • Identify and propose appropriate resolutions to critical issues related to the due diligence process
  • Research and develop proposal documents and participate in presentations for acquiring new clients
  • Participate in business development efforts
  • Schedule and supervise the tasks and project assignments of Senior Associates and Staff

 

Requirements:

  • Bachelor’s degree and CPA credentials
  • 5+ years of accounting/audit experience, due diligence experience preferred
  • Excellent knowledge of GAAP, SEC and IFRS
  • Strong Microsoft Office skills, particularly Powerpoint and excel
  • Strong written and verbal communication skills

** Role includes 20-30% travel

Locations: NYC & Central NJ
Salary: $100,000 – 120,000 Plus Bonus

Contact a Recruiter at Careers On The Move 

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

Associate/Senior Associate Valuations (NYC)

October 19, 2015 by

Our client is an independent valuation firm providing full service appraisal/financial advisory; expert opinions on the valuations of business, equity and debt securities, financial reporting, litigation support, restructurings, tangible/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. This candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. Superior working environment.

The Associate/Senior Associate will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, the Senior Associate will manage sell-side and buy-side M&A activities and fairness opinion services, Tax Advisory (Trust & Estate), ESOP, and significant fund/portfolio work in addition to Financial Reporting..  They will also be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies.

Requirements:

The ideal candidate would have 1-4 years experience

Direct current experience in ASC 350/805  (Goodwill Impairment)

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

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 is required

CFA (or CFA candidate) is also preferred.

Location: New York, NY

Salary: $70,000 – $90,000 + Bonus

Contact a Recruiter at Careers On The Move 

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

Valuation Manager – Generalist (Central NJ)

September 14, 2015 by

Our client, a leading valuation firm in Princeton, NJ, is seeking a hands-on  Manager to support their Financial Reporting,  Tax-Based Valuation,  Transaction & Advisory Services  and  Litigation Support practices.

Requirements:

* Direct current experience in a Valuation practice, gift and estate tax required.

* At least five years of relevant experience.

* Prior Management experience required.

* A thorough understanding of valuation theory and practice.

* CFA or ASA required

* MBA preferred

Location: Central NJ

Salary: $85,000 – $130,000 plus bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Job Alerts, New Jersey, Valuation Tagged With: , , , , , , , , , ,
Careers on the Move