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KPMG
Manager / Senior Manager, Financial Services ValuationKPMG • New York, NY
Manager / Senior Manager, Financial Services Valuation

Manager / Senior Manager, Financial Services Valuation

KPMG • New York, NY
5 days ago
Job type
  • Full-time
Job 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 are 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. Valuation professionals at KPMG 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 is an investment in our people, our future, in who we are, and what we stand for.

KPMG is currently seeking a Manager or Senior Manager, Financial Services Valuation to join our Valuations 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, and asset management) including customer relationships, distribution agreements, loan portfolios, core deposit intangible, contract intangibles, developed technology, intangible assets, indemnification assets, and more
  • Design the scope of work for engagements, oversee day-to-day activities, assume responsibility for quality control and accuracy of client deliverable, and effectively manage risk associated with engagements
  • Build, maintain, and enhance client relationships; perform review 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

Additional Responsibilities for Senior Manager:
  • Manage risk and financial performance of engagements including billing, collections, and project budgets
  • Team with other professionals to identify new marketplace opportunities and grow the KPMG EVS practice
Qualifications:
  • Minimum five years of recent experience in financial advisory and valuation 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 Accredited in Business Valuation (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 designation/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 with the financial services industry
  • Excellent written and verbal communication skills; solid analytical and financial modeling skills; ability 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
Additional Qualifications for Senior Manager:
  • Minimum eight years of recent experience with corporate valuation in an accounting firm, corporation and/or law firm
  • Experience mentoring and counseling staff level team members
KPMG LLP and its affiliates and subsidiaries (“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, KPMG 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 KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two 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.Follow this link to obtain salary ranges by city outside of CA: https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M302B_3_26 California Salary Range: $120745 - $243915

KPMG offers a comprehensive compensation and benefits package. KPMG is an 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 contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

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.

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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Manager / Senior Manager, Financial Services Valuation • New York, NY

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