M&A Archives - Careers on the Move

Entry Level Financial Reporting Analyst (Philadelphia Metro)

March 9, 2023 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:

Recent Grad-3 years experience.

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: Philadelphia Metro

Salary: Very Competitive + Bonus package

Filed Under: Featured Jobs, Job Alerts, Pennsylvania, Valuation Tagged With: CFA, Fairness Opinions, Financial Reporting, Goodwill Impairment, M&A, Purchase Price Allocation, Valuation

M&A Professional (US Workplace – Company base: Tokyo, Japan)

August 17, 2021 by Systems Administrator

Our Client, an investment bank in Tokyo, Japan is seeking a M&A professional in the US with a successful track record of completing deals within the country. The intention is to acquire & invest in companies in the US and are looking for a skilled, motivated, and experienced individual within the M&A sector to work with us in creating successful opportunities and completing deals.

Requirements:

Bachelors Degree in Finance, Business, or similar

CPA a plus

Big 4 accounting firm experience preferred

Familiarity with the M&A market in the US

5 years+ in an M&A business (Buy side)

*** Must have U.S citizenship or permanent residency

Location: Nationwide

Salary: $95K range

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, Financial Services, Job Alerts, Valuation Tagged With: Buy-Side, International Investment, M&A, Mergers & Acquisitions

Valuation Associate (NYC)

May 6, 2021 by Systems Administrator

Our client is an independent valuation firm with a 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.

This is a mixed position that will assist in both Complex Assets & Financial Reporting Valuation

Required Experience:

Bachelors degree in Finance, Economics or related field with a demonstrated aptitude in quantitative and qualitative analysis. MBA preferred.
2-3 years valuation experience in Complex Securities and/or Financial Reporting
Experience in
- ASC 718
- 409a
- Earn Outs
- Goodwill Impairment
- Options and warrants
- PPAs
- Tax / Financial Reporting Valuations
Ability to work on multiple engagements
Experience working at a valuation firm or at an accounting firm in a valuation practice
Strong writing and presentation skills
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
Positive attitude and a strong work ethic
Valuation credentials, or pursuit of such credentials, a plus (ASA/AM, CPA/ABV, CVA, AVA, CFA)

Location: New York City, NY

Salary: Competitive

Contact a Recruiter at Careers On The Move

Filed Under: Financial Services, New York, Valuation Tagged With: ASA, ASC 350, ASC 805, AVA, Capital IQ, CVA, Financial Reporting, Impairment Testing, Intangible Assets, Litigation, M&A, PPA, 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

VP / AVP – M&A (Cincinnati / Detroit)

August 19, 2020 by

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:

Work cooperatively with our client to ensure the ultimate list captures direct competitors, upstream and downstream players, and financial buyers / private equity groups
Preparation of Marketing Materials and Confidential Memoranda
Responsible for the negotiation phase, including deal structure (stock vs. asset sale), transaction consideration, working capital thresholds, or indemnification escrows.

Requirements:

Bachelor’s degree in Finance, Accounting, or similar. MBA Preferred.
10+ years relevant experience, ideally with an accounting firm.
5+ years of supervisory experience, mentoring and counseling associates.
Familiarity with all aspects of due diligence.

Location: Cincinnati / Detroit

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move

Filed Under: Job Alerts, Valuation Tagged With: Acquisition, M&A, mergers, Mergers & Acquisitions

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.

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