Forensic, Litigation, & Valuation Services Director - Commercial & Intellectual Property Disputes

Discover Your Potential at Whitley Penn•Houston, TX

1d•Hybrid

About The Position

Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLS) Director to join our team! The FLS - Commercial & Intellectual Property Disputes department provides analysis, advice, and expert testimony to attorneys and clients involved in intellectual property and commercial disputes. The FLS Director will direct, administer, and coordinate client assignments and work closely with team members and outside counsel to ensure that business strategies and tactics are effectively implemented and high-level of client services is achieved. Job Details: Title: Director Classification: Full-time; Exempt Department: Forensic, Litigation, & Valuation Services – Commercial & Intellectual Property Disputes Location: Houston Office Expectations/Hours: Hybrid: Monday, Tues, & Thurs-in office/Wed & Friday-remote; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed. How We Work Whitley Penn has become one of the region’s most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? Calculate economic damages in different types of matters, such as litigation matters involving patent, trademark, and copy right infringement, theft of trade secrets, breach of contract, business valuation, solvency, fraud, business interruption, personal injury, wrongful death, and wrongful termination. Identify issues, communicate with Managing Directors on the direction of the case, and making strategic recommendations, exercising strong analytical skills for details and risk. Deliver complete reports to the Managing Director and Partners for review. The presented work product should be completed as if it is going to the attorneys/clients and should be accompanied by relevant supporting documents. Prepare the testifying expert for depositions and trials; ensuring the file is well-organized and all work papers and important documents are compiled in a binder for a quick and easy review by the testifying expert. Working closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial. Initiate business development activities and developing an internal and external circle of influence; participate in networking events, marketing events, and training. Lead departmental training for associate level professionals and fostering a learning environment of continuous improvement. Scheduling in house training, lunch and learns with Associates and all members of the team. Review the work of Associates and Senior Associates, and providing feedback for corrections and changes, if needed. Review formatting of schedules prepared (e.g. extra lines deleted, consolidation of information, etc.); spell check, and foot and cross foot numerical totals for accurate financial information analysis. Ensure staff’s work is completed in timely manner. Assist in recruiting, developing training material, and acting as an instructor in professional development programs.

Requirements

5+ years of progressive experience in accounting and/or finance culminating into a leadership role including management experience, preferably in a consulting environment.
Bachelor’s degree in accounting, finance, or economics.
Broad background and knowledge in litigation/expert services and the calculation of damages in different types of matters.
Proficiency in use of technology and accounting programs including MS Office.
Effective communication skills
Project management skills
Proven business development ability
Ability to manage and lead teams
Ethics and compliance
Problem solving skills

Nice To Haves

An advanced degree in a related field or a CPA license is a plus.

Responsibilities

Calculate economic damages in different types of matters, such as litigation matters involving patent, trademark, and copy right infringement, theft of trade secrets, breach of contract, business valuation, solvency, fraud, business interruption, personal injury, wrongful death, and wrongful termination.
Identify issues, communicate with Managing Directors on the direction of the case, and making strategic recommendations, exercising strong analytical skills for details and risk.
Deliver complete reports to the Managing Director and Partners for review.
Prepare the testifying expert for depositions and trials; ensuring the file is well-organized and all work papers and important documents are compiled in a binder for a quick and easy review by the testifying expert.
Working closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial.
Initiate business development activities and developing an internal and external circle of influence; participate in networking events, marketing events, and training.
Lead departmental training for associate level professionals and fostering a learning environment of continuous improvement.
Scheduling in house training, lunch and learns with Associates and all members of the team.
Review the work of Associates and Senior Associates, and providing feedback for corrections and changes, if needed.
Review formatting of schedules prepared (e.g. extra lines deleted, consolidation of information, etc.); spell check, and foot and cross foot numerical totals for accurate financial information analysis.
Ensure staff’s work is completed in timely manner.
Assist in recruiting, developing training material, and acting as an instructor in professional development programs.