KPMG
Manager, Financial Services Valuation
KPMG, New York, New York, us, 10261
Business Title: Manager, Financial Services Valuation
Requisition Number: 115269 - 68
Function: Tax Services
Area of Interest:
State: NY
City: New York
Description:
In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Valuation.
KPMG's valuation professionals provide clients robust and informed guidance on valuation matters across multiple sectors, deal stages and business needs. We determine fair (market) value of equity shares, assets or complex financial instruments for mergers and acquisitions, financial reporting, tax and other regulatory standards. Our engagements include providing pre and post deal Purchase Price Allocations (PPA), Impairment Testing, employee or management incentive scheme valuations and recurring fund valuations. As a member of our diverse team, you will help high-profile clients understand, analyze, and respond to complex business opportunities and challenges. You have the opportunity to develop your career through a range of multifaceted engagements, formal training, as well as informal mentoring. At KPMG, we put our culture and values front and center. There is nothing more important than investing in our culture because it's an investment in our people, our future, in who we are, and what we stand for.
KPMG is currently seeking a Manager to join our Valuations (https://tax.kpmg.us/services/valuations.html) practice.
Responsibilities:
Manage and deliver business and intangible valuations related to a variety of equity interests, assets, and liabilities related to the financial services industries (banking, insurance, fintech, insurtech, asset management) - including customer relationships, distribution agreements, loan portfolios, core deposit intangible, contract intangibles, developed technology, intangible assets, indemnification assets, etc
Design the scope of work for engagements, oversee day-to-day activities, assume responsibility for quality control and accuracy of client deliverables, and effectively manage risk associated with engagements
Build, maintain, and enhance client relationships
Perform reviews of third-party appraisals for audit support purposes
Supervise and mentor staff; provide timely and effective performance feedback and training
Assist in business development efforts; collaborate with other KPMG practices to build cross-functional relationships
Qualifications:
Minimum five years of recent financial advisory and valuation experience within a business valuation firm or valuation practice of an audit, tax, and advisory firm with a strong finance and/or accounting background
Bachelor's degree from an accredited college/university in accounting, finance, economics, or business
Progress towards completion of ABV credential; any individual who does show progress towards completion of ABV when their employment commences, has one year from their date of hire to obtain approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
Significant experience with valuations of business entities and intangible assets, purchase price allocations, analyzing goodwill and long-lived asset impairment, financial instruments, supporting a company's value for bidding or asking price plans, litigation support, and financial analysis and research within the financial services industry
Excellent written and verbal communication skills; solid analytical and financial modeling skills; able to work well in a team environment and a commitment to mentoring and developing staff
Demonstrated ability to oversee multiple valuation engagements and manage client relationships
KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at 'Benefits & How We Work (https://www.kpmguscareers.com/why-kpmg/#benefits) '.
Follow this link to obtain salary ranges by city outside of CA: https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M302J_3_24KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link 'https://assets.kpmg.com/content/dam/kpmg/us/pdf/2018/09/eeo.pdf? 'contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
GL: 4
GF: 15300
Requisition Number: 115269 - 68
Function: Tax Services
Area of Interest:
State: NY
City: New York
Description:
In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Valuation.
KPMG's valuation professionals provide clients robust and informed guidance on valuation matters across multiple sectors, deal stages and business needs. We determine fair (market) value of equity shares, assets or complex financial instruments for mergers and acquisitions, financial reporting, tax and other regulatory standards. Our engagements include providing pre and post deal Purchase Price Allocations (PPA), Impairment Testing, employee or management incentive scheme valuations and recurring fund valuations. As a member of our diverse team, you will help high-profile clients understand, analyze, and respond to complex business opportunities and challenges. You have the opportunity to develop your career through a range of multifaceted engagements, formal training, as well as informal mentoring. At KPMG, we put our culture and values front and center. There is nothing more important than investing in our culture because it's an investment in our people, our future, in who we are, and what we stand for.
KPMG is currently seeking a Manager to join our Valuations (https://tax.kpmg.us/services/valuations.html) practice.
Responsibilities:
Manage and deliver business and intangible valuations related to a variety of equity interests, assets, and liabilities related to the financial services industries (banking, insurance, fintech, insurtech, asset management) - including customer relationships, distribution agreements, loan portfolios, core deposit intangible, contract intangibles, developed technology, intangible assets, indemnification assets, etc
Design the scope of work for engagements, oversee day-to-day activities, assume responsibility for quality control and accuracy of client deliverables, and effectively manage risk associated with engagements
Build, maintain, and enhance client relationships
Perform reviews of third-party appraisals for audit support purposes
Supervise and mentor staff; provide timely and effective performance feedback and training
Assist in business development efforts; collaborate with other KPMG practices to build cross-functional relationships
Qualifications:
Minimum five years of recent financial advisory and valuation experience within a business valuation firm or valuation practice of an audit, tax, and advisory firm with a strong finance and/or accounting background
Bachelor's degree from an accredited college/university in accounting, finance, economics, or business
Progress towards completion of ABV credential; any individual who does show progress towards completion of ABV when their employment commences, has one year from their date of hire to obtain approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
Significant experience with valuations of business entities and intangible assets, purchase price allocations, analyzing goodwill and long-lived asset impairment, financial instruments, supporting a company's value for bidding or asking price plans, litigation support, and financial analysis and research within the financial services industry
Excellent written and verbal communication skills; solid analytical and financial modeling skills; able to work well in a team environment and a commitment to mentoring and developing staff
Demonstrated ability to oversee multiple valuation engagements and manage client relationships
KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at 'Benefits & How We Work (https://www.kpmguscareers.com/why-kpmg/#benefits) '.
Follow this link to obtain salary ranges by city outside of CA: https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M302J_3_24KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link 'https://assets.kpmg.com/content/dam/kpmg/us/pdf/2018/09/eeo.pdf? 'contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
GL: 4
GF: 15300