Position StatementResponsible for overseeing all phases of project and engagement management for multiple cases and projects. Responsibilities include planning, directing, and completing projects and services in litigation support and forensics services, business development, and staff management and development. Works closely with directors and plays a key role in client management, project execution, and strategic business development. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.
Tasks - Responsible for client engagements from start to finish either independently or at the direction of the Director, including planning, executing, directing, and completing projects.
- Manage litigation and forensic accounting engagements and workflow, assigning projects to seniors, staff, and interns and ensuring efficiency in completion of engagements.
- Oversee and perform data- and document-intensive financial analysis and modeling/projections, strategic analysis, economic and statistical analysis, due diligence, valuation analysis, damage calculations and analysis, forensic accounting procedures, litigation support, industry research, and related investigative assignments.
- Plan, organize, conduct, manage, and oversee a variety of forensic accounting activities to investigate fraud or other irregularities.
- Assist in preparing questions for discovery and deposition of potential witnesses, serve as an expert witness, assist in reviewing and refuting the testimony and analysis of other expert witnesses, design court exhibits, and participate in depositions and court as necessary.
- Consult on litigated and non-litigated disputes and provide financial insight and clarity to counsel during all stages of a business dispute, from damages theory development and discovery to expert witness testimony.
- Performs other duties as assigned.
Profitability - Achieve charge hour budget and meet hour expectations established by firm.
- Monitor charge budgets to ensure staff and seniors achieve charge hour budgets and hour expectations established by firm.
- Prioritize and manage multiple client engagements and firm-related tasks.
- Ensure the continuous improvement of departmental efficiency and processes.
- Consistently utilize all firm and department software efficiently.
Practice Growth - Cultivate and maintain long-term relationships with attorneys, in-house counsel and other referral sources.
- Represent firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc.
- Identify and pursue opportunities to obtain new engagements.
- Participate in conducting presentations and seminars.
- Stay abreast of industry dynamics and identifying new market opportunities.
- Cultivate opportunities for internal referrals through GBQ Partners.
Client Focus - Adhere to the highest degree of professional standards and strict client confidentiality.
- Ensure that all deliverables meet rigorous quality standards.
- Ensure the continuous improvement of our work product and deliverables.
- Demonstrate strong familiarity with all relevant professional litigation and forensic accounting standards.
- Coordinate and collaborate with team, other firm associates and client personnel to ensure efficient flow of data, information, and financial issues, risks and recommendations.
- Demonstrate appropriate understanding of client's business, industry and resources available to provide value to clients.
- Identify complex issues and make recommendations to firm and client leadership.
Brand Culture|Development - Exemplifies Brand Attributes of the firm.
- Support and ensure adherence to all administrative policies and procedures of the Firm.
- Consistently seek feedback on performance from superiors and enhance and develop individual professional and technical skills.
- Prepare and deliver objective and candid performance evaluations to direct reports and identify coaching and mentoring opportunities to assist in development of direct reports.
Work Experience|Education - A minimum of five years of progressive experience in public accounting or consulting with a minimum of three years in litigation support, business valuation, or forensics.
- Litigation Support/Consulting Experience:
- Experience should include a demonstrated ability to develop and/or evaluate damages models and theories,
- Experience preparing expert reports for damage calculations, and documenting the results of investigations,
- Experience in fraud investigation and forensic accounting,
- Experience in preparing business valuations.
- Certification/license as CPA, CFE, CMA, CFA or CIA and valuation credentials such as CVA, ABV, AVA or ASA a plus.
- Undergraduate degree in accounting, finance, economics, business administration or related field. Advanced degree is preferred.
- Ability to work well under pressure.
- Strong organizational skills.
- Ability to coordinate work flow and case project development.
- Ability to manage and develop staff in a highly interactive team environment.
- Proficient in Microsoft Office products, specifically Word and Excel.
- Must have excellent written and oral communication skills.
Organizational Relationships - Will report directly to Performance Manager who will provide any necessary guidance relative to work performance through the formal evaluation process.
Special Requirements - Ability to travel and work overtime as needed to meet client demands.
GBQ participates in E-Verify.
