It’s March Madness at Careers on the Move! Our clients are seeking talent across the board this spring. Check out our newsletter highlighting some amazing opportunities below.
Financial Analyst – Financial Reporting Valuation (Milwaukee, WI)
February 28, 2025 by
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
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
AVP / Sr. Associate – Trust, Estates, and Gift Tax Valuation (NYC / Central NJ – Remote)
January 30, 2025 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 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 / NJ – Remote
Salary: $160K plus bonus
Vice President – Trust, Estates, and Gift Tax Valuation (NJ / Remote)
January 5, 2025 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 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 10+ years valuation experience required. - Minimum 10 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.
For exceptional candidates a H-1B transfer or relocation assistance would be considered.
Location: Central NJ / Remote
Salary: $180K plus bonus
Careers on the Move CEO, Richelle Konian honored as Female CEO of the year
December 28, 2024 by
We are pleased to announce that Careers On The Move has been awarded
“Finance Executive Search CEO of the Year 2024 (New York): Richelle Konian”
by CEO Monthly
Richelle Konian, CEO of Careers On The Move, delivers Commencement Speech | University at Albany’s School of Business
December 11, 2023 by
Richelle Konian, CEO of Careers On The Move, is shown delivering a powerful, inspiring keynote at the Commencement Ceremony for the University at Albany’s School of Business undergraduate program on May 19, 2018.
Richelle founded Careers On The Move, an award winning boutique executive search firm, five years after graduating from the University at Albany’s School of Business in 2000. Richelle conveys a strong message in which resilience, grit and perseverance are the key attributes during good and bad times.
Richelle Konian, a noted Career Expert, has provided her expertise on major television networks and leading publications, such as CBS Evening News, CNBC’s Squawk Box, the Wall Street Journal and Reuters, while also having received many other accolades.
Business Valuation Analyst (NYC / NJ / PA/ Hybrid / Remote)
February 13, 2023 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
- Minimum 1 year relevant work experience post graduation.
- 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: NYC / NJ / PA / Hybrid / Remote
Base salary: $55K-$65K Range +Bonus Package
Entry Level Valuation Associate – Portfolio Securities (NYC)
January 30, 2022 by
Our client is a fast growing valuation firm based in Manhattan, with additional offices located nationwide. Clients include hedge funds, private companies, high-net-worth individuals, public firms and other large financial institutions.
Seeking an entry level Valuation 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 initiatives.
Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• 0-1 year experience
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparable.
• Strong quantitative skills.
• Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
• Strong technical skills including Word and PowerPoint skills
Location: NYC
Salary: $65K range Plus Bonus
