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Valuation Analyst – Financial Reporting (San Francisco, CA)

January 16, 2021 by Systems Administrator

Our client is a top rated independent valuation practice.

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).

The Valuation Analyst 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 and/or CFA Designation (or CFA candidate) preferred.

Up to 5 years experience, preferably at a valuation or accounting firm, OR a minimum 1 – 2 years working experience within an investment banking, asset management or economic/financial consulting 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.

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

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Filed Under: Accounting, California, Job Alerts, New York, Valuation Tagged With: 409A, ASC350, ASC805, Careers On The Move, CFA, expert opinions, Fairness Opinions, Financial Modeling, Goodwill Impairment, Option-Pricing, Purchase Price Allocation, Solvency Opinions, Valuation

Financial Analyst – Financial Reporting Valuation (Milwaukee, WI)

January 4, 2021 by Systems Administrator

Our client is a top rated independent financial advisory & valuation practice expanding their Milwaukee office.

The Financial Analyst will primarily perform primarily perform valuations for purchase price
allocation, impairment testing purposes, and stock compensation expense.

Excellent opportunity to work on top deals and gain key industry contacts gaining exposure to a wide range of valuation assignments involving both private and public 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.

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
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:

1-3 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: Milwaukee, WI

Salary: Very Competitive + Bonus package

Contact a Recruiter at Careers on The Move

Filed Under: Accounting, Financial Services, Job Alerts, Valuation, Wisconsin Tagged With: Accounting, ASC 350, ASC 360, ASC 718, ASC 805, CFA, Cheap Stock Valuation, Finance, Financial Advisory, Financial Analyst, Financial Reporting, Goodwill Impairment, Purchase Price Allocation, Valuation

AVP / Sr. Associate – Trust, Estates, and Gift Tax Valuation (NYC / Central NJ)

January 2, 2021 by Systems Administrator

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 team. 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 3+ years valuation experience required.
Minimum 3 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.
Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
Strong technical skills including Word and PowerPoint skills

Stable job history is mandatory.

Relocation assistance would be considered.

Location: NYC

Salary: $75K – $125K plus bonus

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, Featured Jobs, New York, Valuation Tagged With: ABV, Accounting, Appraisals, ASA, CFA, CPA, Estates, Finance, Gift Tax, Trusts, Valuation

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

Contact a Recruiter at Careers On The Move

Filed Under: Financial Services, New Jersey, New York, Valuation Tagged With: Business Valuation, Capital Markets, Cash Flow, CFA, chicago, Commercial Litigation, Comparable Analysis, estate and gift tax, Finance, Forensic Accounting, M&A, Manager, matrimonial dissolution, MBA, Mergers & Acquisitions, Private Equity, Recapitalization, Sales, shareholder disputes, SVP, Tax Reporting, Valuation

Senior Business Development Associate (Bucks County, PA)

February 10, 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.

** Role will include 25-35% travel

Relocation assistance possible for exceptional candidate.

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.
5 to 10 years of successful Business Development experience.
Experience in Valuation field required
Excellent Prospecting skills
Long hours and insight and desire to keep up with the M&A service advisors

Location: Bucks County, PA

Salary: $115K Base plus Bonus / Commission plan

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Filed Under: Job Alerts, Pennsylvania, Valuation Tagged With: Business Development, CFA, CPA, Debt Securities, Intangible Assets, Sales, Valuation

Valuation Manager / Sr. Associate – Central NJ / NYC / Philadelphia

December 14, 2019 by

Our client, a top rated valuation firm is seeking a Senior Associate to join their business valuation practice with experience in a variety business valuation experiences include gift/estate, litigation, and corporate reporting.

Responsibilities:

Prepare business valuations including information gathering, due diligence, financial modeling, and preparation of sections of an appraisal report
Communicate and review valuation results with team members
Maintain and develop positive, productive, and professional relationships with colleagues and clients

Requirements:

Bachelors Degree in Finance or other similar – CFA, CVA, CBA, and/or ABV a plus
3-8+ years’ experience in business valuation with litigation valuation experience highly desired
Demonstrated ability to work independently to organize data, analyze financial information, and make appropriate recommendations to other 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 other team members and defending analysis with facts and confidence
Strong attention to detail and accuracy focused output

Location: Central NJ/ NYC / Philadelphia, PA

Salary: Competitive Base + Bonus

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Filed Under: Job Alerts, New Jersey, New York, Pennsylvania, Valuation Tagged With: ABV, Business Valuation, CBA, CFA, CVA

Senior Vice President / Sr. Manager Valuation – Chicago, IL

November 6, 2019 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.

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:

Providing 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;

Rendering financial opinions with respect to valuation, fairness and solvency;

Performing valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

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 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;

Continually monitoring certain economic, industry, capital market and company trends and developments;

Preparing and presenting detailed financial analyses and reports to directors, senior managers, lenders and shareholders;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys on a daily basis;

Managing multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment;

Developing and maintaining relationships with existing clients through periodic conversations and meetings;

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.

Requirements:

* 10-12 years experience in Valuation
* Track record of Sales Generation
* Experience working in the merger and acquisition environment supporting the needs of M&A attorneys, Private Equity and lenders
* Long hours and insight and desire to keep up with the M&A service advisors
* Bachelors Degree, MBA a plus
* CFA a plus

Location: Chicago, IL

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move

Filed Under: Financial Services, Illinois, Job Alerts, Valuation Tagged With: Capital Markets, Cash Flow, CFA, chicago, Comparable Analysis, Finance, M&A, Manager, MBA, Mergers & Acquisitions, Private Equity, Recapitalization, Sales, SVP, Tax Reporting, Valuation

Vice President / Valuation Manager – Dallas, TX

October 5, 2019 by