Forensic Accounting & Business Valuation Senior Manager
CBIZ Advisory Services · New Haven, CT · 2 wk ago
On-siteSalesFull-time
Responsibilities
- 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
- Identify and communicate case issues, findings, 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
- Aid 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 expectations
Requirements
- 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
- Bachelor's degree required
- 8 years of experience in public accounting or related field
- 5 years supervisory experience
- 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
Qualifications
Preferred Qualifications:
- Knowledgeable of the relevant statutory and family codes, and their applicability to valuation standards and accounting principles in performance of forensic accounting
Skills
Not specified
Benefits
Not specified
Pay
Not specified
Schedule
Not specified