Jobs · Information Technology · Kentucky

Forensic & Valuation Services Consultant

Dean Dorton · Lexington, KY · 1 mo ago
Information TechnologyFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: About Dean Dorton (company description) maybe not needed as a section? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat the job title as a heading. So we need headings for sections that have content. The posting includes: About The Team, About The Role, Essential Duties & Responsibilities (Technical Definition, Behavioral Definition, Non-Charge Definition), Requirements Experience & Qualifications, Software & Tools, Benefits. No explicit Pay or Schedule. So we should not create Pay or Schedule sections. Also we need to include About the role? The posting has "About The Role". So we can have

About the role

with prose summarizing that section? But we must preserve ALL substantive information; do not invent or summarize away detail. So we need to include the content of "About The Role" as prose under that heading. Similarly, we need Responsibilities: we have Essential Duties & Responsibilities broken into Technical Definition, Behavioral Definition, Non-Charge Definition. We can combine them under Responsibilities heading as a list? The instruction: Use
  • for any list of duties/requirements/benefits. So we should list duties as
    • . We need to preserve all substantive information; we can break each bullet into items. The content includes many sentences; we can make each bullet a duty. Could group similar items but must preserve detail. We'll create list items for each duty sentence. Requirements: we have "Experience & Qualifications" and "Software & Tools". Could combine under Requirements heading? The instruction says use headings Requirements, Qualifications, Skills. Might need separate sections: Requirements (maybe experience), Qualifications (education/certifications), Skills (technical). But we can decide based on content. The posting includes: Bachelor’s degree required; CPA etc preferred; 2-4 years experience; strong technical foundation; excellent analytical etc; experience collaborating with legal counsel etc. That's qualifications and requirements. Then Software & Tools: Excel, Word, databases, case management, data visualization, Teams, Smartsheet. Those are skills. Thus we can have:

      Requirements

      with
        for experience requirements? Might be better to have separate headings: Requirements, Qualifications, Skills. But we need to avoid thin sections. However we have enough content for each. Let's parse: Requirements (experience): Minimum of two (2) to four (4) years of experience in public accounting, valuation, consulting, or forensic accounting. Qualifications: Bachelor’s degree in Accounting, Finance, Economics, or related field required. CPA, ASA, ABV, or CVA designation preferred (or actively pursuing). Skills: Strong technical foundation in valuation methods, financial modeling, and forensic analysis. Excellent analytical, problem-solving, and written/oral communication skills. Experience collaborating with legal counsel, external auditors, or expert witnesses is a plus. Software & Tools: Microsoft Excel and Word (advanced proficiency required). Experience with databases such as Capital IQ, PitchBook, and IBISWorld. Familiarity with case management systems (e.g., Clio) preferred. Experience with data visualization tools (e.g., Power BI, Tableau) desirable. Microsoft Teams and Smartsheet for collaboration and workflow management. We could combine skills and software/tools under Skills heading. Benefits: The posting includes a Benefits section with bullet points: Flexible work schedules and environment, Unlimited Paid Time Off (PTO), Paid family leave, medical leave, and maternity/paternity leave programs, Retirement benefits, including a best-in-class employer match and automatic profit sharing, Telemedicine, mental health resources and wellness program reimbursement. We need to output only HTML fragment, no extra markup. We must remove boilerplate: EEO statement etc. Remove "Dean Dorton is an Equal Opportunity Employer..." etc. Also remove navigation, cookie etc. Not present. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the sections we keep. We also have "About Dean Dorton" and "About The Team". Should we include those? The instruction says use headings for sections like About the role etc. It didn't forbid including About the company or team, but we should only include sections when posting has real specific content. The posting does have About Dean Dorton and About The Team. However the instruction's list of possible headings didn't include About the company or team. But we could still include them as

        About Dean Dorton

        and

        About the team

        if we want to preserve content. However the instruction says: "use

        for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The "e.g." suggests those are examples, not exclusive. But they also say "Prefer a few substantive sections over many thin ones." Including About Dean Dorton and About The Team might be extra sections but they are substantive. However the main job posting likely expects to focus on role specifics. The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

        or drop it." It doesn't forbid other headings. But to be safe, we could include About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits. Possibly also About the team? The instruction says "include a section ONLY when the posting has real, specific content for it". The posting has About Dean Dorton and About The Team. So we could include them. However the examples didn't list them, but they didn't forbid. I'd include them as they are substantive. But we need to avoid too many thin sections. About Dean Dorton is a paragraph about the firm. About The Team is a paragraph about FVS team. Both are substantive. Thus final HTML could have:

        About Dean Dorton

        ...

        About the team

        ...

        About the role

        ...

        Responsibilities

        • ...
        • ...

        Requirements

        • Bachelor’s degree in Accounting, Finance, Economics, or related field required.
        • CPA, ASA, ABV, or CVA designation preferred (or actively pursuing).
        • Minimum of two (2) to four (4) years of experience in public accounting, valuation, consulting, or forensic accounting.

        Qualifications

        • Strong technical foundation in valuation methods, financial modeling, and forensic analysis.
        • Excellent analytical, problem-solving, and written/oral communication skills.
        • Experience collaborating with legal counsel, external auditors, or expert witnesses is a plus.

        Skills

        • Microsoft Excel and Word (advanced proficiency required).
        • Experience with databases such as Capital IQ, PitchBook, and IBISWorld.
        • Familiarity with case management systems (e.g., Clio) preferred.
        • Experience with data visualization tools (e.g., Power BI, Tableau) desirable.
        • Microsoft Teams and Smartsheet for collaboration and workflow management.

        Benefits

        • Flexible work schedules and environment
        • Unlimited Paid Time Off (PTO)
        • Paid family leave, medical leave, and maternity/paternity leave programs
        • Retirement benefits, including a best-in-class employer match and automatic profit sharing
        • Telemedicine, mental health resources and wellness program reimbursement
        We need to ensure we preserve all substantive information from the original. Let's verify each piece. Original About Dean Dorton paragraph: "Dean Dorton is a leading professional services firm spanning certified public accounting, business advisory, and technology solutions. We are your partners in redefining success through innovation and data-driven strategies. Our experts provide an integrated suite of audit, tax, business management, consulting and technology solutions to companies both domestic and international. We help our clients strategize, adapt, and change in every stage of business, from startup and growth to succession planning and everything in between. Our core values guide how we work, lead, and support one another every day. They are: Integrity - We do the right thing, integrity guides our decisions.Relationships - We value people, relationships drive our impact.Collaboration - We win as one team, collaboration fuels our success.Growth - We stay curious, growth is our mindset." We need to keep that exactly (maybe minor punctuation). We'll output as a

        . About The Team: "Dean Dorton’s Forensic and Valuation Services (FVS) team helps clients navigate complex financial situations with confidence and clarity. Through forensic accounting, business valuation, and litigation support, our professionals provide trusted insight during investigations, disputes, and strategic decision-making events. Combining deep technical expertise with sound judgment, the team delivers credible analyses, defensible results, and objective guidance when the stakes are high." About The Role: "The FVS Consultant serves as a key contributor to client engagements, performing complex financial analyses and supporting expert testimony and advisory work. This role involves increasing responsibility for client interaction, project execution, and technical analysis. As a Consultant, you will lead defined sections of engagements, analyze and interpret financial and operational data, and assist in developing expert reports and courtroom exhibits. You will also mentor Associates, manage portions of projects, and help strengthen the FVS practice through continuous process improvement and knowledge sharing. This position is ideal for a professional with a strong technical foundation who is ready to expand their expertise in forensic accounting, business valuation, and litigation support while developing leadership and client-facing skills." Essential Duties & Responsibilities: broken into Technical Definition, Behavioral Definition, Non-Charge Definition. Technical Definition bullet points: - Perform detailed business valuations for transaction, tax, financial reporting, and litigation purposes. - Conduct forensic investigations involving allegations of fraud, economic damages, and financial misconduct. - Analyze complex financial data, business operations, and tax filings to identify trends, risks, and key value drivers. - Build and refine valuation and damages models using advanced Excel functions and financial modeling techniques. - Assist in developing client deliverables, including expert reports, financial exhibits, and visual presentations. - Conduct market, industry, and economic research using databases such as Capital IQ, PitchBook, and IBISWorld. - Apply valuation methodologies (income, market, and asset-based approaches) and document underlying assumptions and rationale. - Support expert witnesses and senior team members in preparing testimony and trial materials. Behavioral Definition: - Serve as a primary point of contact for assigned sections of client engagements, communicating effectively with internal and external stakeholders. - Translate complex financial findings into clear, concise insights for clients, attorneys, and team members. - Help manage engagement timelines, deliverables, and project budgets. - Provide coaching and feedback to Associates, encouraging growth and continuous learning. - Demonstrate professionalism, integrity, and confidentiality in all client interactions. - Collaborate with team members across service lines to deliver comprehensive client solutions. - Contribute to a positive team culture centered on learning, quality, and accountability. Non-Charge Definition: - Participate in business development efforts, including proposal writing, marketing initiatives, and networking activities. - Support the creation and enhancement of internal tools, templates, and methodologies to improve engagement quality and efficiency. - Deliver internal trainings or contribute to firm-wide knowledge sharing. - Engage in professional development and continuing education related to valuation and forensic practices. - Represent Dean Dorton at professional and industry events to strengthen

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