Forensic Accounting Managing Director

Crowe Advisory LLC•Houston, TX
•$180,500 - $380,500

About The Position

The Forensic Accounting Managing Director leads complex economic damages, litigation support, and forensic accounting engagements, including commercial disputes involving lost profits, breach of contract, intellectual property, business interruption, shareholder disputes, and other financial matters. The role develops, reviews, and defends damages, valuation, and financial models; evaluates opposing experts’ analyses and methodologies; and guides matters from early case assessment through reports, depositions, arbitration, and trial. It may also involve forensic investigations into fraud, accounting irregularities, asset tracing, and related issues, supported by quantitative analysis and data analytics. The Managing Director oversees engagement execution, including scope, workplans, staffing, budgets, quality, risk management, expert-report development, and client satisfaction. The role advises clients and counsel, communicates complex financial issues clearly, manages client relationships and engagement administration, and recruits, mentors, and develops professionals. It also involves originating and expanding engagements, building Crowe’s market presence, maintaining an external referral network, and contributing to industry organizations and thought leadership. The individual may serve as a recognized testifying expert and communicate analyses to attorneys, executives, boards, arbitrators, judges, and juries. The role requires a bachelor’s degree in a relevant field and at least ten years of progressive related experience. A relevant professional credential is strongly preferred. Candidates should have substantial experience in complex damages and litigation matters, engagement leadership, business development, team development, financial analysis, and communication with sophisticated stakeholders. Travel and additional hours may be required based on client needs and matter deadlines.

Requirements

  • Bachelor’s degree in Accounting, Finance, Economics, Business, or a related quantitative field.
  • At least 10 years of progressive experience in economic damages, litigation support, forensic accounting, valuation, dispute advisory, or related professional services, including significant responsibility for complex matters.
  • Significant professional-services experience and demonstrated responsibility for law-firm and client relationships, engagement leadership, team development, and financial performance.
  • Deep knowledge of economic damages methodologies and financial analysis, with experience in areas such as lost profits, breach of contract, intellectual property, business valuation, business interruption, shareholder disputes, or other complex commercial litigation.
  • Experience developing or managing complex damages models and substantially contributing to expert reports, rebuttal analyses, deposition preparation, arbitration, and trial.
  • Ability to manage multiple complex engagements, including scope, budgets, staffing, deliverables, expert deadlines, risk, and client and counsel expectations.
  • Demonstrated business development success, including an established attorney and/or corporate network, a record of originating or expanding engagements, and ability to build a sustainable book of business.
  • Leadership and people-management experience, including supervising, mentoring, developing, and evaluating professionals and building teams.
  • Strong analytical, problem-solving, organizational, and critical-thinking skills, including the ability to assess incomplete or conflicting financial evidence and develop defensible conclusions.
  • Excellent written and verbal communication skills, including communicating complex damages and financial analyses to legal counsel, senior executives, and other sophisticated stakeholders.
  • Experience analyzing large and complex financial and transactional data sets to support damages opinions, forensic conclusions, or litigation strategy.
  • Advanced proficiency with Microsoft Excel, Word, and PowerPoint.
  • Ability to travel and work additional hours as required by client needs and matter deadlines.
  • Uphold Crowe’s values of Care, Trust, Courage, and Stewardship and act ethically and with integrity.

Nice To Haves

  • An advanced degree.
  • A CPA, CFA, CFF, ABV, CVA, CFE, or other relevant professional credential; CPA is preferred for candidates whose expert work is primarily accounting-based.
  • Prior expert testimony; candidates with substantial second-chair or supporting-expert experience and a clear trajectory toward testimony will also be considered.
  • Experience with financial modeling, data analytics, and litigation-support tools.

Responsibilities

  • Lead complex economic damages and financial analyses in commercial disputes, including lost profits, breach of contract, intellectual property, business interruption, shareholder disputes, and other business disputes.
  • Develop, review, and defend damages, valuation, and financial models using financial statements, transaction data, forecasts, market information, and other evidence.
  • Evaluate opposing experts’ analyses, damages theories, assumptions, and methodologies, and identify strengths, weaknesses, and alternative approaches.
  • Lead litigation support engagements from early case assessment through expert reports, depositions, arbitration, and trial, including preparation of expert exhibits and demonstratives.
  • Apply forensic accounting and investigative techniques to matters involving allegations of fraud, accounting irregularities, asset tracing, or other complex financial issues.
  • Use quantitative analysis and data analytics to support damages calculations, forensic investigations, post-acquisition disputes, and litigation-related inquiries.
  • Conduct engagements in compliance with applicable professional, legal, regulatory, and firm requirements.
  • Manage matters involving investigations, litigation support, post-acquisition disputes, insurance claims, economic damages, and other complex financial disputes.
  • Manage engagement scope, workplans, staffing, budgets, quality, risk, expert-report development, and client satisfaction.
  • Manage engagement setup and completion, including conflicts, engagement letters, billing, collections, and related administration.
  • Advise clients and counsel by translating complex financial and accounting issues into clear analyses and practical litigation strategies.
  • Develop and maintain relationships with outside counsel, in-house legal teams, executives, and other senior client stakeholders.
  • Recruit, mentor, and develop professionals across the damages and Disputes & Investigations teams, including future expert witnesses.
  • Originate and expand economic damages and litigation support engagements through relationships with law firms, corporate clients, and referral sources.
  • Build Crowe’s market position and develop or continue a recognized testifying-expert profile in economic damages and litigation support.
  • Identify opportunities to expand client relationships and cross-sell Crowe capabilities across forensic accounting, investigations, digital forensics, post-acquisition disputes, and other Advisory services.
  • Collaborate with Crowe partners and Advisory leaders to identify disputes, litigation, and expert-services opportunities.
  • Maintain and expand a network of attorneys, experts, corporate decision-makers, and industry contacts.
  • Represent Crowe through professional organizations, conferences, CLE/CPE programs, publications, and other thought-leadership activities.
  • Develop an area of expertise in economic damages and litigation support and contribute to Crowe industry and market initiatives.
  • Draft, review, and support expert reports, rebuttal reports, declarations, presentations, and trial demonstratives.
  • Present complex financial concepts and conclusions to attorneys, executives, boards, arbitrators, judges, and juries.
  • Serve as a senior contact for clients and counsel and, based on experience, provide expert testimony at depositions, arbitration, and trial.
  • Travel and work additional hours as required by client needs, expert-report deadlines, depositions, arbitrations, and trials.

Benefits

  • Comprehensive total rewards package.
  • Career Coach support and consistent meetings focused on career goals and aspirations.
  • Inclusive culture that values diversity and supports talent development.
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