About The Position

The Associate Director will join Secretariat’s expanding Damages & Valuations team, working on complex domestic and international commercial damages matters. The Chicago-based group handles matters involving misappropriation of assets, business valuations, post-acquisition disputes, forensic accounting investigations, financial reporting, and other disputes. Assignments may integrate valuation, finance, accounting, economics, and legal principles. The role manages assignments from start to finish, including designing and implementing work plans, managing team members, presenting findings, and overseeing budgets and administrative matters. The Associate Director serves as an operational, client-facing team member, maintains client relationships, and supports business development, marketing, proposal preparation, risk management, and the development of junior colleagues. Secretariat describes its culture as collaborative and supportive of ongoing professional development, recognition, and diversity.

Requirements

  • Hold a CPA and/or CFA designation.
  • Hold or be pursuing a valuation credential such as ABV, CVA, ASA, or equivalent.
  • At least 6 years of experience in economic damages and/or business valuation.
  • Strong expert report writing skills to complement analytical abilities.
  • Ability to quickly assimilate information in unfamiliar situations and develop creative approaches and solutions to complex problems.
  • Ability to manage and prioritize personal and team time, potentially amid competing deadlines.
  • Ability to manage junior and senior team members, as well as external stakeholders.
  • Ability to work independently and identify issues and risks for senior staff, ideally with viable solutions.
  • Excellent analytical and problem-resolution abilities.
  • Excellent listening, verbal, written, technical, and presentation skills.
  • Willingness to participate in or lead auxiliary tasks associated with a growing practice and firm.
  • Proficiency with Microsoft Office products, including Excel and PowerPoint.
  • Ability to travel.

Nice To Haves

  • Prior experience at a Big Four accounting firm would be an asset.

Responsibilities

  • Manage assignments from start to finish, including designing and implementing work plans, allocating and managing team members, reporting and presenting findings, and overseeing budgets and administrative matters.
  • Maintain the highest quality of client service throughout assignments.
  • Serve as the operational client-facing member of assignment teams; develop and maintain client relationships and manage expectations.
  • Identify prospective clients and business leads, and develop a professional network by attending relevant conferences and events.
  • Participate in marketing, including drafting articles, contributing to webinars and seminars, and supporting and promoting Secretariat events.
  • Prepare and present pitches and commercial or technical proposals for prospective clients as part of a team.
  • Exercise sound judgment about risks to clients and Secretariat, and ensure compliance with internal risk processes and policies throughout assignments.
  • Coach and develop junior team members, provide feedback, and support their development needs.

Benefits

  • Competitive compensation and benefits
  • Support for continuing professional development
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