Director / Managing Director (Denver / Tulsa / Dallas / Houston)
January 20, 2024 by
Our Client, is seeking seasoned professionals to further expand its market presence in the stock-based compensation and complex securities advisory services arena. The will consist of expanding the volume and variety of engagements and well as building a team of professionals to meet client service needs.
Company practice areas include complex financial reporting, valuation, corporate finance, dispute resolution, enterprise risk, outsourcing, process and technology, reserve engineering and geosciences, restructuring, strategy and organization, and tax.
Requirements:
- Bachelors Degree in Finance or Accounting (MBA a plus)
- 8-12+ years relevant experience preferably with some Big 4 expertise.
- CFA / CPA Certification preferred
Public Accounting national network is highly favored as the firm is actively expanding.
Location: Denver / Tulsa / Dallas / Houston
Base salary: $200-$275K
Contact a Recruiter at Careers On The Move
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
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
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
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
Manager/ Sr. Manager – Valuation (Northeast / Mid-Atlantic/ Remote Option)
June 18, 2022 by
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
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
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
SVP – Valuation (Bay Area, CA)
January 28, 2022 by
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 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
