KPMG US · 2 weeks ago
Manager, Financial Services Valuation
New York, NY
Full-time
Onsite
Mid, Senior Level
5+ years expKPMG is a leading firm that prioritizes its people and offers extensive career development opportunities. The Manager of Financial Services Valuation will oversee and deliver business and intangible valuations, manage client relationships, and mentor staff within a collaborative team environment.
Financial Services
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
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
Qualification
Required
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
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
Benefits
Medical and dental plans
Vision coverage
Disability and life insurance
401(k) plans
Robust suite of personal well-being benefits to support your mental health
Personal Time Off per fiscal year
Calendar of holidays to be observed during the year
Two firmwide breaks each year
Company
KPMG US
KPMG is one of the world’s leading professional services firms and the fastest growing Big Four accounting firm in the United States.
10001+ employees
H1B Sponsorship
KPMG US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (410)
2024 (441)
2023 (388)
2022 (564)
2021 (592)
2020 (781)
Funding
Current Stage
Late StageLeadership Team
Lynne Doughtie
Former Chairman and CEO
Paul Knopp
Chair and CEO
Recent News
Australian Financial Review
2024-05-12
2024-05-07
Media OutReach
2024-04-30
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