Business Valuation Senior Associate

About the role

Whitley Penn, a leading audit, tax, and advisory firm, seeks a Forensic, Litigation, & Valuation Services (FLVS) Senior Associate to join our team. The FLVS department specializes in providing litigation support services, focusing on complex financial issues such as tracing and characterizing marital property, business valuations, damages, and lost profits calculations, forensic accounting, trust accounting, and other business dispute-related matters.

Responsibilities

• Assist with forensic accounting, litigation support, and business valuation engagements, primarily related to marital property, divorce-related financial issues, business disputes, and other investigations and valuations for litigation-related purposes.
• Communicate with Directors on the directions of the case and assist in making strategic recommendations, exercising analytical skills for details and potential risks.
• Aid Directors in delivering complete reports, accompanied by relevant supporting documents, to the Managing Director for review.
• Prepare the testifying expert for client meetings, depositions, and trials, ensuring the file is well-organized and all work papers and important documents are included in a binder for a quick and easy review by the testifying expert; work closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial.
• Develop an internal and external circle of influence, participating in networking events, marketing events, and training.
• Effectively manage projects by setting internal objectives, delegating assignments, and ensuring objectives are met in a timely manner.
• Lead departmental training for analysts and foster a learning environment of continuous improvement.
• Review the work of Associates and provide feedback for corrections and changes, if needed.
• Review formatting of schedules prepared (e.g., extra lines deleted, consolidation of information, etc.), spell check and foot and cross-foot numerical totals for accurate financial information analysis. Ensure staff’s work is completed in a timely manner.
• Assist in recruiting, developing training material, and acting as an instructor in professional development programs.

Requirements

• 2+ years of progressive experience in accounting and/or finance, preferably in an accounting firm or other professional services environment.
• Bachelor’s degree in accounting or finance. An advanced degree in a related field is a plus.
• A CPA license or working toward eligibility to sit for the CPA exam is preferred.
• Broad background and knowledge in litigation support / expert services.
• Proficiency in use of technology and accounting programs including MS Office.
• Effective written and oral communication skills.
• Project management skills.
• Desire to manage and lead teams.
• Ethics and compliance.
• Problem-solving.
• Financial standards, models, and tools.
• Interest in continually learning and gaining knowledge.

Qualifications

• Must have a Bachelor’s degree in Accounting or Finance.
• CPA license or working towards eligibility to sit for the CPA exam is preferred.
• Experience in forensic accounting, litigation support, and business valuation is required.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Experience with MS Office and other accounting software.

Skills

• Forensic Accounting
• Litigation Support
• Business Valuation
• Financial Analysis
• Project Management
• Communication Skills

Benefits

• Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, including extended breaks around July 4th and year-end
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
• Health & Wellness Program
• Pet Insurance