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: , , , , , , , , , , , , , , , , , , ,

High Volume Hiring for Top Valuation Firms (Multiple Locations)

April 2, 2020 by

Check out the massive list of valuation opportunities! Click the link below for all current valuation opportunities available with our clients! Locations include NYC, Princeton, San Francisco, Milwaukee and MORE!

https://careersonthemove.com/category/valuation/

 

Locations: NYC, Princeton, San Francisco, Milwaukee and More!

Salary: Competitive

Contact a Recruiter at Careers On The Move 

 

Filed Under: California, Hot Spot, Illinois, Job Alerts, Massachusetts, New Jersey, New York, Pennsylvania, Valuation, Wisconsin Tagged With: , , ,

Portfolio Securities Valuation Roles – Analyst up to Director Level Open (NYC / PA)

March 7, 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.

Responsibilities:

  • 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 to directors, senior managers, lenders and shareholders.
  • Interact and coordinate with equity sponsors, investment bankers, accountants and attorneys on a daily basis.
  • Manage multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment.
  • Develop and maintain relationships with existing clients through periodic conversations and meetings.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • Minimum three to ten 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.

Location: Princeton Metro area

Salary: $65,000 – $140,000 with Quarterly Profit Sharing & Year-end Bonus

Contact a Recruiter at Careers On The Move 

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

Portfolio Securities Valuation Roles – Analyst up to Director Level Open (Princeton Metro)

February 23, 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.

Responsibilities:

  • 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 to directors, senior managers, lenders and shareholders.
  • Interact and coordinate with equity sponsors, investment bankers, accountants and attorneys on a daily basis.
  • Manage multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment.
  • Develop and maintain relationships with existing clients through periodic conversations and meetings.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • Minimum three to ten 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.

Location: Princeton Metro area

Salary: $65,000 – $140,000 with Quarterly Profit Sharing & Year-end Bonus

Contact a Recruiter at Careers On The Move 

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

Portfolio Securities Valuation Manager (Central NJ)

December 29, 2017 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 to directors, senior managers, lenders and shareholders.
  • Interact and coordinate with equity sponsors, investment bankers, accountants and attorneys on a daily basis.
  • Manage multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment.
  • Develop and maintain relationships with existing clients through periodic conversations and meetings.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • 5 years experience, and prior experience managing small teams of analysts.
  • 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.

Location: Central NJ

Salary: Very Competitive

 

Contact a Recruiter at Careers on The Move 

 

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

Junior Valuation Analyst (Central NJ)

October 16, 2017 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 valuation practice.

The Junior Analyst 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. The position is ideal for someone interested in gaining a wide introduction to a variety of investment securities and valuation methodology as well as pursuing a CFA designation.

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. Any coursework in valuation or securities analysis a plus.

Recent graduate to 2 years dependent on relevant work experience and education.

Minimum 1 to 2 years experience with portfolio valuation

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: Central NJ

Salary: $55K-$80K Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

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

CV Magazine has just presented Careers On The Move with “BEST FINANCIAL SERVICES RECRUITMENT FIRM – New York”.

September 14, 2017 by

CV Magazine has just presented Careers On The Move with

“BEST FINANCIAL SERVICES RECRUITMENT FIRM – New York”.

 

Are you ready to get your careers “on the move” with us?

Contact a Careers On The Move Recruiter

 

 

Filed Under: Hot Spot, News Tagged With: , , ,

Senior Tax Accountant – Financial Client Services (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.

Our client is seeking a Tax Senior for their Financial Services group.

Required Skills:

Tax compliance, planning and research

3+ years of recent tax experience in a medium to large public accounting firm

3+ years of current experience in Financial Service Tax compliance

Required Experience:

Familiar with GoSystem

Knowledge of Microsoft Office suite, Excel and Adobe

Ability to conduct tax research utilizing checkpoint tax software and government websites.

CPA certification preferred

Strong communication and analytical skills

Bachelor’s degree in Accounting, MS Tax a plus

Location: New York, NY

Salary: Competitive

Contact a Recruiter at Careers On The Move 

 

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

Federal Tax Manager and Senior Federal Tax Associate (Stamford, CT)

August 21, 2017 by

Seeking Federal Tax Manager and Senior Federal Tax Associate for our global client. Our client is a top consulting firm with offices around the world. Our Client provides a broad range of tax and advisory services. Areas of required expertise are: Federal Tax, Real Estate Tax, Financial Services/Hedge Fund, or Corporate/Commercial.

Requirements:

Bachelors degree in Taxation

Master degree in Taxation a plus

Ideal candidates should have a steady job history and 2-5 years experience.

Location: Stamford, CT

Salary: Competitive

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Connecticut, Job Alerts Tagged With: , , , , ,

Manager, International Financial Services Taxation (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.

Our client’s New York office is seeking a Manager of Financial Services Taxation. This role will be responsible for all aspects of financial services tax engagements with emphasis on International tax issues

Required Skills:

Ability to deal with high level technical and compliance issues, tax policies and procedures

Recent Federal & State developments, and current tax accounting standards

Provide financial services expertise involving tax research and application of specialized industry knowledge and accounting principles

Supervise junior tax professionals on financial services engagements, which includes broker dealers, hedge funds, private equity investment funds and investment advisors

Interact with high level client personnel, firm audit and tax directors and partners

Responsible for handling taxing authority audits of client tax returns and related records

Required Experience:

B.A. or B.S. in Accounting

6+ Years of public accounting experience

Exposure to International issues

CPA or Masters in Taxation

Knowledge of Microsoft Office suite and GoSystem

Strong communication skills

Location: New York, NY

Salary: Competitive

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Job Alerts, New York Tagged With: , , , , , ,
Careers on the Move