MBA Archives - Careers on the Move

Sr. Associate / Manager – Valuation (Northeast / Mid-Atlantic / Remote Option)

June 21, 2022 by Systems Administrator

Our Client, an advisory firm with locations across the U.S is seeking a Sr. Associate / Manager for they Corporate Advisory and Valuation Services team. The position is flexible with a remote option and will cover the Northeast / Mid-Atlantic territory.

Responsibilities:

Serve as the lead on engagements and interact directly with all internal and external stakeholders.
Assist in the training, development, and mentoring of junior staff.
Perform in-depth company, industry, market, economic, and competitor research.
Gather data pertinent to the engagement through public and proprietary data research, and direct client interaction.
Prepare written communications of both qualitative and quantitative research results in a clear and concise manner.
Develop and manipulate financial models for discounted cash flow, market multiples, and market transaction analyses.

Requirements:

Bachelor’s degree in Finance, or related field, with sufficient accounting course work from an accredited college or university.
4-7 years of relevant experience.
ASA, CPA, CFA, MBA a plus, but not required.
A solid understanding of financial valuation theory, methodologies, and applications.
Prior experience in financial reporting valuation including familiarity with ASC 805, ASC 350 and IRC 409a.
Strong analytical abilities paired with excellent verbal and written communication skills.
Exceptional work ethic with the ability to master new tasks quickly.
Strong knowledge of Microsoft Office, specifically Excel and Word.
Capacity to build and maintain strong relationships with internal and client personnel.
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel.
Executive presence and ability to act as primary contact on assigned engagements.
Ability to successfully interact with professionals at all levels.

Location: Northeast / Mid-Atlantic / Remote Option

Salary: $90K-$150 range Plus Bonus

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, Delaware, Featured Jobs, Job Alerts, Long Island, Massachusetts, New England, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Remote Position, Remote Positions, Rhode Island, Valuation, Virginia, Washington DC Tagged With: Accounting, ASA, ASC350, ASC805, CFA, commercial valuation, CPA, MBA, remote

Manager/ Sr. Manager – Valuation (Northeast / Mid-Atlantic/ Remote Option)

June 18, 2022 by Systems Administrator

Our Client, an advisory firm with locations across the U.S is seeking a Manager / Sr. Manager for they Corporate Advisory and Valuation Services team. The position is flexible with a remote option and will cover the Northeast / Mid-Atlantic territory.

Responsibilities:

Serve as the lead on engagements and interact directly with all internal and external stakeholders.
Assist in the training, development, and mentoring of junior staff.
Perform in-depth company, industry, market, economic, and competitor research.
Gather data pertinent to the engagement through public and proprietary data research, and direct client interaction.
Prepare written communications of both qualitative and quantitative research results in a clear and concise manner.
Develop and manipulate financial models for discounted cash flow, market multiples, and market transaction analyses.

Requirements:

Bachelor’s degree in Finance, or related field, with sufficient accounting course work from an accredited college or university.
4-7 years of relevant experience.
ASA, CPA, CFA, MBA a plus, but not required.
A solid understanding of financial valuation theory, methodologies, and applications.
Prior experience in financial reporting valuation including familiarity with ASC 805, ASC 350 and IRC 409a.
Strong analytical abilities paired with excellent verbal and written communication skills.
Exceptional work ethic with the ability to master new tasks quickly.
Strong knowledge of Microsoft Office, specifically Excel and Word.
Capacity to build and maintain strong relationships with internal and client personnel.
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel.
Executive presence and ability to act as primary contact on assigned engagements.
Ability to successfully interact with professionals at all levels.

Location: Northeast / Mid-Atlantic / Remote Option

Salary: $130K-$180 range Plus Bonus

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, Connecticut, Delaware, Featured Jobs, Job Alerts, Long Island, Maryland, Massachusetts, New England, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Remote Position, Remote Positions, Rhode Island, Valuation, Virginia, Washington DC Tagged With: Accounting, ASA, ASC350, ASC805, CFA, CPA, Discounted Cash Flow, Financial Reporting, IRC409a, market multiples, MBA, Valuation

Private Equity Accountant, Senior Associate, Associate Manager and Manager (NY / NJ)

April 29, 2021 by Systems Administrator

Our Client is looking for highly motivated Private Equity Accountants with outstanding skills in the fund administration arena for their Union County, NJ and New York offices.

Responsibilities Include:

Maintain all financial data in the investment database
Post all journal entries and prepare monthly trial balance reports
Reconcile all cash received from investors and investments
Reconcile bank accounts
Calculate capital calls and distributions
Allocate income to partners in accordance with terms of partnership agreements
Prepare and issue quarterly financial statements, in accordance with US GAAP for each entity
Maintain and update investment data (number of shares, location of securities, country of origin)
Interact with clients and provide information as needed

Skills and Knowledge Required:

Bachelor’s degree in Accounting, Finance or Economics
CPA and/or MBA are strong pluses
2+ years related experience in fund accounting preferably within the Private Equity field
Strong knowledge of Bloomberg, financial reporting and financial products (ie: equities, futures, fixed income)
Proven ability to work as part of a team
Excellent client relationship management skills
Prior experience training, delegating tasks, and reviewing work is a plus
Ability to work in a fast paced environment
Strong organizational skills
Must be able to interact with

Location: New York / Union County, NJ

Salary: Up to $75K plus bonus

Contact a Recruiter at Careers on The Move

Filed Under: Accounting, New Jersey, New York Tagged With: Accountant, Accounting, Bloomberg, CPA, Finance, Financial Reporting, Fixed Income, MBA, Private Equity

VP Financial Reporting (San Francisco, CA)

February 15, 2021 by Systems Administrator

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: Accounting, Advisory, Advisory Services, Analysis, Audit, Business Valuation, Capital Markets, CFA, Complex Securities, CPA, Derivatives, Fairness Opinions, Finance, Financial Modeling, Financial Services, Goodwill Impairment, MBA, Private Equity, Purchase Price Allocation, 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 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