Senior Associate, Disputes and Investigations (Forensic Valuation)

About the role

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry.

Responsibilities

• You will be part of a team helping to resolve complex matters that pose a threat or disruption to normal operations for our clients.
• You will perform directed research, conduct financial, valuation, and/or damages analysis, and provide litigation support.
• You will develop an in-depth understanding of the client, the industry and the case to surface and address key issues, from the big picture to the smallest details.
• You will help to develop presentations and reports to effectively communicate the analyses, findings, and insights to the client and/or Court.
• You will rely on your initiative and flexibility to deliver results in an agile and collaborative team environment, building strong relationships with clients, legal counsel, and expert witnesses.
• You will work on high profile and complex matters that incorporate valuation concepts and tools, including conducting data analysis and valuation modelling.
• You will work closely with Managing Directors, Senior Directors, Directors, and Managers to identify and provide any needed project support.
• You will provide support on complex accounting and valuation related matters and disputes (example project types include investigations, forensic accounting, damage calculations, solvency analysis, settlement models, post-acquisition disputes, and general litigation support).
• You will conduct research, synthesizing information, and develop reports for high profile clients.
• You will assist with researching technical and industry specific issues.
• You will develop and suggest solutions to complex problems by thinking “outside the box.”
• You will clearly present findings to internal team members.
• You will create a learning environment by providing constructive 360-degree feedback.
• You will cultivate and maintain positive, productive, and professional relationships with colleagues.
• You will proactively communicate efficiently and effectively to all levels of the engagement team.
• You will balance multiple client projects and other responsibilities.
• You will support internal development of valuations frameworks, modeling templates, and analysis tools.

Qualifications

• 3 to 6 years of experience in valuation, public audit and/or a forensic and dispute consulting practice.
• A valuation certification such as ASA/MRICS (or equivalent certification) is desired.
• A CPA designation is preferred.
• Knowledge of financial statement entry and analysis, KPI development and benchmarking, comparative analysis, and financial forecasting development (three-statement modeling).
• Experience working on various types of complex valuation matters including restructuring (e.g., solvency) and support conclusions for key assumptions.
• An applied understanding of valuation approaches including market (guideline, transaction), income (DCF, capitalization of earnings), cost/asset, and premise of value (going concern and liquidation).
• Experience in performing financial statement analysis including the use of trend, common-size, and ratio analyses.
• Experience in three-statement financial modeling, scenario stress modelling, and creating models from scratch.
• Advanced proficiency with Microsoft Excel for purposes of extensive data analysis and valuation modeling.
• Prior practical or analytical experience in the real estate industry or exposure to real estate appraisal is considered an asset.
• Proficiency with Microsoft Word and PowerPoint.
• Advanced proficiency with market intelligence platforms (S&P Capital IQ, Bloomberg etc.).
• Excellent written and oral communication skills.
• Effective interpersonal and team management skills.
• A high level of attention to detail and accuracy.
• The ability and willingness to maintain a flexible work schedule in order to meet client needs.
• A hybrid work arrangement, part time in physical office and remote.
• Flexibility to travel.
• Demonstrated management skills.
• Experience in supervising, developing and motivating staff by providing them with leadership, mentoring, performance feedback and career guidance.
• Ability to build internal and external relationships, and assist with research for business development.