Senior Manager, Valuation Services in Financial Sector

2 weeks ago

New York, New York, United States KPMG Full time

Position Title:
Senior Manager, Valuation Services in Financial Sector

Department:
Tax Services

Location:
New York, NY

Overview:
In today's dynamic market landscape, our experts must be flexible and excel in a collaborative, team-oriented environment. At KPMG, our workforce is our top priority.

With extensive learning and career advancement opportunities, a premier training facility, and cutting-edge market tools, we ensure our employees continue to develop both professionally and personally.

If you seek a firm with a strong team ethos where you can be your authentic self, make a difference, enhance your skills, broaden your experiences, and have the flexibility to explore new areas of inspiration and expand your capabilities, then consider a career in Valuation.


KPMG's valuation specialists offer clients comprehensive and informed advice on valuation issues across various sectors, deal phases, and business requirements.

We assess the fair (market) value of equity shares, assets, or intricate financial instruments for mergers and acquisitions, financial reporting, tax, and other regulatory standards.

Our projects 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 assist prominent clients in understanding, analyzing, and addressing complex business opportunities and challenges.

You will have the chance to advance your career through a variety of multifaceted projects, formal training, and informal mentoring.

At KPMG, we prioritize our culture and values.

Investing in our culture is crucial because it represents an investment in our people, our future, our identity, and our principles.

KPMG is currently seeking a Senior Manager to join our Valuation practice.

Key Responsibilities:
Oversee and deliver business and intangible valuations related to various equity interests, assets, and liabilities in the financial services sector (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.

Define the scope of work for projects, supervise daily activities, ensure quality control and accuracy of client deliverables, and effectively manage risks associated with projects.

Build, maintain, and strengthen client relationships.

Review third-party appraisals for audit support purposes.

Guide and mentor staff; provide timely and constructive performance feedback and training.

Support business development initiatives; collaborate with other KPMG practices to foster 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 solid 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 not show progress towards completion of ABV upon starting employment has one year from their hire date to obtain approved designations/credentials.

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; strong analytical and financial modeling abilities; able to work effectively in a team environment and a commitment to mentoring and developing staff.

Demonstrated ability to manage multiple valuation projects and client relationships.

KPMG complies with all local/state regulations regarding displaying salary ranges.

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'.

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 contains further information regarding the firm's compliance with federal, state, and local recruitment and hiring laws.

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 may also 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: 15312

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