JOB ALERT

Director / Managing Director (Any Major U.S. City)

July 12, 2024 by

Our Client, is seeking seasoned professionals to further expand its market presence in the stock-based compensation and complex securities advisory services arena. The will consist ofexpanding 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 some Big 4 expertise.
  • CFA / CPA Certification preferred

Public Accounting national network is highly favored as the firm is actively expanding.


Location: Any Major U.S. City 

Base salary: $200-$275K

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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: , , ,

Valuation Partner – Forensic & Litigation (NY / MO / OH)

May 6, 2024 by

Responsibilities:

  • Generate work through current contacts and connections and actively engages with new contacts to bring in new work.
  • Develops and strengthens long-term relationships with senior client management, manages client expectations, and ensures client satisfaction.
  • Establishes work plan for each client assignment including assigning tasks and responsibilities, and ensures completion in accordance with plan and client expectations.
  • Manages the assignment budget and profitability in area of responsibility.
  • Takes a lead role in managing engagements.
  • Reviews and prepares reports to ensure analysis adequately supports conclusions reached.
  • Provides staff evaluation and guidance during and at the end of each engagement as well as completes annual and semi-annual performance evaluations.

Qualifications:

  • Demonstrates proven ability to manage litigation projects from start to finish.
  • Demonstrated ability to lead, motivate, develop and coach teams.
  • Strong interpersonal skills and active participation in networking.
  • Strong project management and problem solving skills.
  • Demonstrates strong ability to develop and maintain customer service approach when building and maintaining client relationships.
  • Minimum 10 years of related experience.
  • Testifying expert experience in matrimonial valuation cases preferred.
  • B.S degree in accounting or finance required.
  • Professional licenses or credentials; CPA, ASA or CFA preferred.

 

 

Location: Suffolk County, NY / MO / OH

Salary: $300K-$600K

 

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

Financial Analyst Sr. Associate / Manager – Financial Reporting Valuation (PA /NYC)

May 3, 2024 by

Excellent opportunity to work on top deals and gain key industry contacts. 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.

Our client is a top rated independent financial advisory  & valuation practice.

The Financial Analyst will primarily perform valuations of privately-held companies, purchase price allocation work,  goodwill impairment, and tax for financial reporting purposes as well as illiquid securities and supporting business development activities

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
  • 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
  • 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:

3-5 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: Bucks County, PA / NYC

Salary: Highly Competitive Base Salary Plus Quarterly Profit-Share & Year End Bonus

 

 

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

VP / AVP / Valuation Manager – Financial Reporting (Bucks County, PA / East Coast Remote)

September 22, 2023 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: Bucks County, PA / East Coast Remote

Salary: $150K base  + Generous Bonus package.

 

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Filed Under: Featured Jobs, Financial Services, Valuation Tagged With: , , , , , , , , , , , , , , ,

Junior Complex Securities Associate (NYC)

August 8, 2023 by

Our client is a top rated independent valuation practice seeking associates to join their team. Ideal candidates will have a Quant background.

 

Requirements:

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance or similar. CFA, ASA, and/or CPA certification / track a plus.

Recent grads -2 years experience required , preferably within Big 4 or Valuation Firm

Quant background preferred

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: New York, NY

Salary: $55K-$70K Plus Quarterly & Year End Bonus

Filed Under: Featured Jobs, Hot Spot, Job Alerts, New York Tagged With: , ,

Manager / Director of Business Development ( NY / NJ / IL / FL)

July 25, 2023 by

Our client is seeking Business Development professionals for their NYC location. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts.

These candidates should have concentrated Business Development experience.

Candidates can come from financial software or a broker dealer. Private Equity experience required.

 

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 preferred.
  •  8+ years of successful Private Equity / Business Development experience selling to businesses and institutions.
  • Must have contacts in Private Equity, Hedge Funds, Corporations, CPAs, and Attorneys.
  • Experience in Valuation field required.
  • Excellent Prospecting skills.
  • Long hours and insight and desire to keep up with the M&A service advisors.

 

Location: NY / NJ / IL / FL (other areas will be considered)

Salary: $120K-$150K range  plus  Bonus / Commission plan

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Filed Under: Featured Jobs, Financial Services, Human Resources, Job Alerts, New York, Remote Position, Sales, Valuation Tagged With: , , , , , , , , , , ,

Financial Analyst – Portfolio Valuation (Bucks County PA / NYC / Boston, MA)

July 24, 2023 by

Our client is a top rated independent valuation practice seeking an analysts for immediate start to join their portfolio securities team. This role will primarily perform valuations of various investment securities for hedge funds and other investment companies. Such securities consist of illiquid investments such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products and other unique securities.

Responsibilities:

Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.

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.

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:

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance.

2-5 years experience required. CFA / CPA a plus

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: Bucks County PA / NYC

Salary: Competitive Base * Plus Quarterly & Year End Bonus

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Filed Under: Accounting, Featured Jobs, Financial Services, Job Alerts, New Jersey, New York, Pennsylvania, Valuation Tagged With: , ,

VP / Sr. Associate – Corporate Tax Valuation (Remote / NYC /Bucks County PA)

July 1, 2023 by

Ideal Candidate will have Private Equity experience from a top tier Accounting firm.

 

 Must be skilled in:

  • Corporate Tax, Fair Market Value, Corporate Transfer Pricing, Intangibles, Debt Assets, Financial Analysis, Financial Modeling

REQUIREMENTS:

  • A bachelor’s degree in accounting, finance, economics or business administration;  ASA and/or CFA is credentials a plus
  • 6+ years of work experience at top tier accounting firm
  • 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: REMOTE / NYC /Bucks County, PA with Remote Option

Salary: $100K-$150K + Generous Bonus & profit-share plan

 

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Filed Under: Accounting, Featured Jobs, Job Alerts, Pennsylvania, Remote Position, Remote Positions Tagged With: , , , , , ,

VP  / AVP – Gift & Estate Tax (NYC / Central NJ/ Remote)

July 1, 2023 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 Private Client Appraisal Group. 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 7+ years valuation experience required.
  • Minimum seven  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.
  • Must be comfortable and experienced interfacing with and handling clients.
  • Must be able to manage and oversee junior staff.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills

 

Location: New York, NY or Central NJ
Salary: $120K – 160K + Bonus

 

 

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Filed Under: Accounting, Financial Services, New York Tagged With: , , , , , , , ,

VP / SVP – Financial Reporting Valuation (Chicago, IL)

May 25, 2023 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: Chicago, IL

Salary: $170K-$185K base + Bonus

 

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