About the RoleBRG's Forensic Accounting practice is seeking a Senior Managing Consultant or Associate Director in San Francisco to lead complex financial dispute and investigation engagements and contribute to the growth of the practice. Working closely with Managing Director Frank Wisehart and other experienced professionals, this individual will manage forensic accounting, business valuation, lost profits, and economic damages analyses supporting expert opinions in litigation and other dispute proceedings.
Engagements may involve fraud allegations, disputed accounting methodologies, compliance with generally accepted accounting principles (GAAP), alter-ego allegations, lost profits, business valuation, and economic damages. The role emphasizes rigorous, standards-based analysis and clear documentation that supports expert reports and testimony in court, arbitration, and regulatory proceedings.
This role is designed for a professional seeking a long-term career that combines technical excellence, engagement leadership, and business development, with the goal of developing into a testifying expert. The successful candidate will support established experts while progressively building a defined area of expertise, relationships with counsel and clients, and a professional reputation. Progression toward independent expert engagements and testimony will depend on demonstrated expertise, readiness, and appropriate engagement opportunities; prior testimony experience or an established book of business is not required.
Job Responsibilities- Lead engagement planning and execution, including defining analytical workstreams, developing work plans and budgets, allocating resources, and managing timelines in coordination with engagement leaders and counsel.
- Direct and perform forensic analyses of financial statements, general ledgers, tax returns, transaction-level data, and other records to investigate alleged fraud, financial irregularities, and disputed accounting practices.
- Evaluate disputed accounting treatments and methodologies against applicable professional standards, including GAAP, and develop well-supported findings for review by engagement experts.
- Lead the development and review of financial models supporting lost-profits calculations, economic damages analyses, and business valuations, including discounted cash flow analyses where appropriate.
- Exercise independent analytical judgment in evaluating historical performance, forecasts, causation-related financial issues, and assumptions underlying claimed losses; test alternative scenarios and identify limitations.
- Take a leading role in drafting expert reports and preparing exhibits and supporting schedules, ensuring that evidence, analytical methods, assumptions, and conclusions are clearly connected and subject to expert review.
- Work closely with testifying experts and counsel to prepare for depositions, hearings, arbitration, trial, and regulatory proceedings; evaluate opposing experts' methodologies and calculations and develop clear analyses of disputed issues.
- Oversee analyses of intercompany transactions, related-party balances, and financial relationships among entities in matters involving alter-ego allegations, without making legal determinations; direct supporting company, industry, and economic research.
- Build and maintain defensible analytical records, including reproducible workpapers, source references, and documentation of professional judgments, so analyses can withstand detailed review and challenge.
- Supervise, review, and mentor junior professionals, providing clear direction, substantive feedback, and quality control over analyses, models, and written deliverables.
- Manage day-to-day relationships with counsel and clients, communicate complex findings clearly, and identify engagement risks, scope changes, and opportunities to provide additional value.
- Contribute to business development through proposals, engagement scoping, relationship-building, networking, and collaboration across BRG practices; progressively develop referral relationships and new engagement opportunities.
- Develop a focused area of expertise through increasingly substantive expert support, publications, presentations, and professional participation, progressing toward independent expert assignments and testimony as qualifications and opportunities permit. Travel as required by engagement and practice needs.
Qualifications- A bachelor's degree in accounting, finance, or a related discipline is required. A master's degree in accounting or completion of a combined bachelor's and master's accounting program is preferred.
- Senior Managing Consultant: Minimum of 7 years of progressive experience in forensic accounting, litigation consulting, financial investigation, valuation, or related advisory work.
- Associate Director: Minimum of 9 years of progressive experience in forensic accounting, litigation consulting, financial investigation, valuation, or related advisory work.
- A CPA designation is strongly preferred, particularly for candidates focused on accounting disputes and GAAP-related matters.
- Advanced knowledge of accounting principles, financial statement analysis, and relevant professional standards, with the ability to apply that knowledge to disputed accounting and financial issues.
- Demonstrated ability to structure complex analyses, evaluate competing methodologies, exercise sound professional judgment, and develop clear, well-supported conclusions.
- Advanced Microsoft Excel and financial modeling skills, with proficiency in Word and PowerPoint and the ability to oversee accurate, efficient analysis of complex financial data.
- Excellent writing and presentation skills, including experience preparing substantive reports or client deliverables and explaining complex financial issues to attorneys, clients, and other nontechnical audiences.
- Demonstrated leadership, attention to detail, professional skepticism, and commitment to independence, objectivity, confidentiality, and high-quality work.
- A clear interest in building a long-term consulting practice, developing new business and client relationships, and progressing toward serving as a testifying expert, alongside the ability to manage multiple engagements and teams.
Preferred Experience- Experience leading accounting disputes, fraud investigations, GAAP compliance analyses, lost-profits calculations, business valuations, or expert-witness support engagements.
- Experience drafting substantial portions of expert reports, supporting deposition or trial preparation, or presenting technical findings to counsel and clients.
- Participation in proposals, pitches, professional associations, publications, speaking engagements, or other activities demonstrating the potential to build a market presence and referral relationships. Familiarity with data analytics tools such as Power Query, SQL, Python, or R is also beneficial.
- Relevant forensic accounting or valuation credentials, such as the CFE, CFF, ABV, or CVA, or progress toward obtaining them.
