Forensic Accounting & Business Valuation Senior Manager
#LI-MC2 #LI-Onsite #CBIZAdvisory
Essential Functions and Primary Duties
Perform, oversee and execute all aspects of business valuation engagements, including development of financial analysis, valuation models, exhibits and reports
Review, analyze and compare valuations of opposing experts
Communicate and work with a broad client base consisting of private equity firms, publicly-traded companies, venture-backed companies, etc.
Ability to learn and perform business and derivative valuations using option pricing models and Monte Carlo analysis
Participate in client assignments from beginning to end
Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements.
Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients
Assist in preparation of exhibits and background information for expert witness testimony
Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct.
Participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to client expectation
Preferred Qualifications
Master’s degree in Finance, Accounting or related field
Experience valuing alternative asset managers such as hedge funds and private equity
Knowledgeable of the relevant statutory and family codes, and their applicability to valuation standards and accounting principles in performance of forensic accounting
Must have active ASA, CFA, CPA or equivalent certification
Minimum Qualifications
- Bachelor's degree required
- 8 years of experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs