JOB ALERT

VP / AVP / Valuation Manager – Financial Reporting (Bucks County, PA / East Coast Remote)

September 22, 2023 by

Our client, a leading valuation practice is looking for a Vice President to enhance their Financial Reporting team. The VP will be responsible for performing valuation analyses using income, market and transaction approach and / or option-pricing models. Assignments will consist primarily of valuations performed for financial and tax reporting, including goodwill impairment studies and purchase price allocations, 409A, stock-compensation expense, business enterprise and common stock valuations.

This position will report to the Professional Services Manager and the Engagement Manager specific to current engagements.

Ideal Candidate will have strong financial reporting valuation experience (i.e. – purchase price allocation (ASC 805), goodwill impairment (ASC 350), 409A, and stock compensation expense (ASC 718) from a Top 8 accounting or valuation firm.

 

RESPONSIBILITIES:

    • Lead and / or execute engagements; manage analysts.
    • Review engagement reports for accuracy, consistency, and completeness.
    • Conduct company, economic and industry research.
    • Client meeting and conference call participation.
    • Coordinate engagements with personal and real property teams.
    • Gathering and analyzing data, building financial models; and writing narrative reports.

 

REQUIREMENTS:

    • A bachelor’s degree in accounting, finance, economics or business administration;  ASA and/or CFA is credentials a plus.
    • 5-8 years of work experience in valuation, finance or accounting
    • Advanced working knowledge of Excel and Word
    • Strong oral and written communication skills and superior analytical capabilities are essential.

 

Green card and/or US Citizenship is required

 

Location: Bucks County, PA / East Coast Remote

Salary: $150K base  + Generous Bonus package.

 

Contact a Recruiter at Careers On The Move 

 

 

Filed Under: Featured Jobs, Financial Services, Valuation Tagged With: , , , , , , , , , , , , , , ,

Valuation Analyst – Chicago, IL

May 24, 2023 by

Our client is a leading financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, financial reporting, restructurings, tangible/intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.

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.

Minimum 1-2 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.  Candidates working in Audit or performing financial analysis planning and analysis will be considered.

Must have background/exposure with financial reporting, accounting and valuation issues, as well as  financial modeling.

Direct current experience in ASC 718 & 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:  Chicago, IL

Base salary: $70K-$80K Base + Bonus package

Contact a Recruiter at Careers On The Move 

Filed Under: Featured Jobs, Financial Services, Illinois, Job Alerts, Valuation Tagged With: , , , , , , , , , , ,

Entry Level Financial Reporting Analyst (Philadelphia Metro)

March 9, 2023 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:

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: , , , , , ,

Appraiser – Real Estate (East Coast)

February 2, 2023 by

Our client is a Milwaukee based top rated practice seeking an East Coast Associate with primarily Industrial / Commercial valuation experience. Excellent opportunity to work on top deals, gain and develop key industry contacts.

*Must be familiar with Audit Review. Purchase Price Allocation, Real Property Valuation & Leases with certifications*

* Book of Clients highly preferred.

Responsibilities:

Perform in-depth industry, market, and competitor research

Perform local, national, and international real estate market analysis on a wide range of public and private entities using all accepted and relevant approaches and theory

Design valuation models for discounted cash flow analysis (Argus and Excel), comparable property sales models, and construction cost models

Independently gather data pertinent to the engagement through direct client interaction, including personal and telephone interviews with brokers and property managers

Review industry surveys and benchmarks, economics, and demographic trends

Assist with preparing and presenting the results

Requirements:

Bachelor of Science/Business Administration in Real Estate, Finance, Accounting, Economics, MS in Real Estate, MS in Finance, or MBA from an accredited college or university

Minimum three years of experience in real property valuation or consulting

Candidate for MAI (Member of Appraisal Institute) and state licensed as a Certified General Appraiser a plus

Solid foundation of valuation principals and methodology as they relate to the analysis of fee and leasehold/leased fee real estate interests

Strong analytical, comprehension, and problem solving skills, as well as strong verbal and written communication skills are essential

Direct experience in meeting the requirements of purchase price allocation under ASC 805 and providing support through the audit review process a plus

Demonstrated leadership and strong personal integrity

Must be self-starting, and able to work independently as well as part of a team

Ability to work on multiple assignments, prioritize tasks, and manage rapidly changing assignments in a team environment

Demonstrated commitment to obtaining outstanding results

 

Location: East Coast

Salary: $80K-$150K based upon experience + Bonus & Commission

Contact a Recruiter at Careers On The Move 

Filed Under: Featured Jobs, Job Alerts, Valuation, Wisconsin Tagged With: , , , , , , , , , , ,

Machinery and Equipment Appraiser – Tangible Assets Valuation (Multiple Locations)

January 29, 2022 by

Our client, a top rated valuation firm is seeking an Appraiser of Tangible Assets with experience valuing fixed assets for financial reporting under GAAP or IFRS, purchase price allocation, fixed asset due diligence, fresh start accounting, fixed asset reconciliation, mergers and acquisitions, insurance, property tax consulting, bankruptcy/liquidation studies, and impairment issues for various types of businesses. Valuation experience will span across diverse industries.

 

Requirements:

  • Bachelors Degree in Business Administration or Accounting from a top rated University.
  • 5-8 years relevant experience
  • ASA Certification preferred

 

– US Citizenship Required –

 

Location: Bucks County, PA – San Francisco, CA – Cincinnati, OH – Chicago, IL – Milwaukee, WI

Base salary: up to $95K plus generous profit-share and Wall Street Bonus

 

Contact a Recruiter at Careers On The Move 

 

 

Filed Under: California, Featured Jobs, Florida, Massachusetts, New Jersey, Pennsylvania, Valuation Tagged With: , , , , , , , , , , , , , ,

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

Financial Analyst – Valuation (Milwaukee, WI)

February 5, 2021 by

Our Client, a Top Valuation Firm is seeking an Entry Level Financial Analyst to expand their Milwaukee team. The candidate will be responsible for valuation analyses
using an income, market and transaction, as well as option-pricing models. Work load will primarily consist of  financial and tax reporting valuation, including but not limited to purchase price allocations, goodwill impairment, business enterprise and common stock valuations.

Analyst will report to the Professional Services Manager and Engagement Manager. Major responsibilities will include company, economic, and industry research, participating in client meetings and calls, gathering and analyzing data, building financial models, and writing narrative reports on such activities.

 

SKILLS & REQUIREMENTS:

  • Bachelor’s degree in accounting, finance, economics or business administration; CFA a plus
  • 1-3 years of work experience in valuation, finance or accounting;
  • Strong oral and written communication skills
  • Superior analytical capabilities
  • Advanced, working knowledge of Excel and Word;

 

 

Location: Milwaukee, WI

Salary: Competitive base

Contact a Recruiter at Careers On The Move 

 

 

Filed Under: Financial Services, Illinois, Valuation Tagged With: , , , , , , , , , , , , , , , ,

Valuation Analyst – Financial Reporting (San Francisco, CA)

January 16, 2021 by

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

 

Contact a Recruiter at Careers on The Move 

 

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

Financial Analyst – Financial Reporting Valuation (Milwaukee, WI)

January 4, 2021 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

 

Filed Under: Accounting, Financial Services, Job Alerts, Valuation, Wisconsin Tagged With: , , , , , , , , , , , , ,

Financial Analyst – Financial Reporting Valuation (Bucks County PA)

September 30, 2019 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 financial advisory  & valuation practice.

The Financial Analyst will primarily perform valuations of privately-held companies, purchase price allocation work,  goodwill impairment, and tax for financial reporting purposes.

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
  • Prepare and analyze financial and economic data for tax and regulatory compliance
  • Review and analyze U.S. Generally Accepted Accounting Principles (GAAP) financial statements
  • 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:

3-5 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: Bucks County PA

Salary: Highly Competitive Base Salary Plus Quarterly Profit-Share & Year End Bonus

 

 

Contact a Recruiter at Careers on The Move

 

Filed Under: Pennsylvania, Valuation Tagged With: , , , , , , , , , , ,
Careers on the Move