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, practice development, and strategic business development. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.
Tasks - Determine the strategic direction of the litigation practice, including determining desired market position, growth plans, organizational structure, which litigation services to provide and which litigation and forensic accounting and geographic markets to serve.
- Manage litigation and forensic accounting engagements and workflow, assigning projects to staff 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.
- Serve as consultant to attorneys, 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.
- 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.
- Responsible for mentoring, training and supporting development of staff, senior, and managers.
- 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.
- Collaborate with firm leaders, other departments and client leadership to identify issues and develop and implement solutions to address issues identified
- Review engagement profitability and prepare and analyze monthly billing for assigned engagements.
- Develop and deliver executive presentations and lead client and internal meetings.
Profitability - Monitor the hours incurred by engagement team members and the progress of assigned client engagements to ensure work is completed within both a defined budget and a defined timeline.
- Achieve charge hour budget and meet hour expectations established by firm.
- Monitor charge budgets to ensure staff, seniors, and managers 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.
- Assume responsibility for client engagements and demonstrate strong leadership skills while working on client work and firm-related projects.
- Identify and pursue opportunities to obtain new engagements.
- Develop and execute sales and marketing strategies.
- 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.
- Supervise and mentor managers, seniors, and staff.
- Demonstrate ability to work independently or in a team environment and exhibit confidence addressing and resolving conflict with peers, subordinates and firm leaders.
- 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 eight years of progressive experience in public accounting or consulting with a minimum of five 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.
- Experience in providing expert testimony in deposition or trial, fraud investigation and forensic accounting.
- 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 a 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.
