Forensic Accounting & Business Valuation Senior Manager

CBIZ, Inc.•New Haven, CT

58d•Onsite

About The Position

Essential Functions and Primary Duties Perform, oversee and execute all aspects of business valuation engagements, including development of financial analysis, valuation models, exhibits and reports Review, analyze and compare valuations of opposing experts Communicate and work with a broad client base consisting of private equity firms, publicly-traded companies, venture-backed companies, etc. Ability to learn and perform business and derivative valuations using option pricing models and Monte Carlo analysis Participate in client assignments from beginning to end Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements. Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients Assist in preparation of exhibits and background information for expert witness testimony Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct. Participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to client expectation

Requirements

Bachelor's degree required
8 years of experience in public accounting or related field
5 years supervisory
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on business needs

Nice To Haves

Master's degree in Finance, Accounting or related field
Experience valuing alternative asset managers such as hedge funds and private equity
Knowledgeable of the relevant statutory and family codes, and their applicability to valuation standards and accounting principles in performance of forensic accounting
Must have active ASA, CFA, CPA or equivalent certification

Responsibilities

Perform, oversee and execute all aspects of business valuation engagements, including development of financial analysis, valuation models, exhibits and reports
Review, analyze and compare valuations of opposing experts
Communicate and work with a broad client base consisting of private equity firms, publicly-traded companies, venture-backed companies, etc.
Ability to learn and perform business and derivative valuations using option pricing models and Monte Carlo analysis
Participate in client assignments from beginning to end
Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements.
Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients
Assist in preparation of exhibits and background information for expert witness testimony
Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct.
Participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to client expectation