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, financial reporting, litigation support, restructurings, tangible/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 part of the initial stages of setting up a broker-dealer. This candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. 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.
Sample Transaction:
- A solvency opinion for $1.9 Billon recapitalization of one of the world`s top financial advisory and asset management firms
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;
§ Developing and maintaining relationships with existing clients through periodic conversations and meetings;
Requirements:
* 1-4 years of relevant experience, preferably in a Valuation Services Group
* Knowlegde of the entire M&A process from start to finish
* Experience in Financial Reporting, and Valuation of Businesses and Portfolio Investments
* A thorough understanding of valuation theory and practice (MBA and/or CFA preferred but not required)
Location: Princeton, NJ
Salary: $50,000 – $60,000 Plus Bonus & Outstanding Benefits
Contact: Kendal Ridgeway
Our client is the 14th largest accounting firm in the country and the leading regional firm in the Northeast. They seek intelligent, focused, decisive, and ambitious people who are dedicated to excellence and integrity and thrive in a fast–paced environment.
As a Corporate Tax Manager you will be responsible for all aspects of corporate tax engagements and coordination of financial statement aspects with our Audit group. You will have expertise in tax research, tax compliance, FAS 109, and supervision of staff members on engagements.
Required Skills:
Bachelors or Masters degree in Tax
Polished communication and interpersonal skills are essential.
CPA certification is a plus
Requires 7+ years recent experience in public accounting with a strong research and compliance background, as well as expertise in corporate tax matters such as FAS 109, consolidated Tax Returns, Mergers and Acquisitions
Experience with ePace, GoSystem RS, MS Excel, and on-line tax research tools
Location: New York, NY
Salary: Competitive
Contact: Kendal Ridgeway
Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide.
The Senior Associate will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to the head of the firm’s transaction and advisory practice, the Senior Associate will manage sell-side and buy-side M&A activities and fairness opinion services. In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies, effect corporate restructuring, create new classes of equity, maintain compliance with Employee Stock Ownership Plans and other ERISA plans, and effect intra-family ownership transfers, among others.
The ideal candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. As well as an advanced, working knowledge of Excel and Word. Strong oral and written communication skills and superior analytical capabilities are essential. Must have quant skills and be familiar with financial modeling. A degree in Finance is required. An MBA and/or CFA (or CFA candidate) are also preferred. A background in accounting coursework is important and relevant to the responsibilities of the position. The ideal candidate would have 2-4 years experience only.
Location: Princeton, NJ
Salary: $70,000 – $80,000 + Bonus
Contact: Kendal Ridgeway
