About the position
Baker Tilly is currently searching for a Forensics, Litigation, Valuations Service Experienced Manager to join our Valuation practice as a critical part of our talented, highly experienced team and work at the forefront of high-profile engagements. Our team of valuation specialists deliver high quality analysis and advice across the business lifecycle, from acquisition to exit. As a Manager, you will further develop extensive expertise mastering complex valuation and other financial consulting skills. Baker Tilly has a business valuation practice that is growing in size and profile. You will have the opportunity to develop your career through a broad array of engagements, mentoring and formal learning. You will have the support necessary to further develop technical and leadership skills and be a key contributor to shaping the practice's future.
Responsibilities
- Reviewing and analyzing financial information, accounting records, and tax returns.
- Assisting with litigation discovery on document requests and preparation of interrogatories; analyzing documents and assisting with preparing deposition or cross-examination questions for witnesses.
- Performing valuation methods and forensic accounting analysis.
- Preparing market and competitive assessments, as well as, industry and market research.
- Leading investigations related to asset misappropriation, diversion, embezzlement, financial reporting fraud, fraudulent conveyance, shareholder disputes, and other matters.
- Analyzing and reconstructing fraudulent transactions, complex transactions, funds tracing, financial statements, etc.
- Performing damage loss analyses involving individuals and businesses.
- Completing business valuations involving transactions, compliance, dispute and planning.
- Preparing written reports with analysis to adequately support conclusions reached.
- Developing strong relationships with centers of influence and professionals.
- Assisting in the management of overall client relationships to exceed client satisfaction.
- Managing the fundamentals (i.e. realization, utilization, accounts receivable, and expenses).
- Participation in marketing and thought leadership efforts.
- Mentoring, coaching and training staff.
- Successfully integrate strategy of Baker Tilly.
- Perform in-depth client, industry, competitor and market research.
- Develop, populate, and review complex valuation and financial projection models.
- Perform complex enterprise valuation analyses of companies across a broad spectrum of size, industry, and business lifecycle phase.
- Perform value allocation analyses for companies with complex capital structures.
- Perform complex intangible asset and contingent liability analyses applying Option Pricing Method, Monte Carlo Simulation, and other advanced methodologies.
- Lead the engagement team in delivering on valuations, and direct all phases of planning and administration for those services.
- Communicate with business owners, financial management, investors, lenders, and other parties to ensure delivery of exceptional client service.
- Develop and maintain relationships with colleagues in the firm, other service lines, and engagement/project teams.
- Pursue new business development opportunities with existing and new clients.
Requirements
- Bachelors Degree in Accounting, Finance, Economics, Business or other related field (MBA or MSc Finance preferred).
- Minimum of eight (8) years in business valuation services.
- Relevant certification - CPA, CFF, CFE, ABV, CVA, CFA and/or MAFF.
- Strong leadership, communication, project management, and team building skills.
- Excellent presentation skills.
- Demonstrated ability to apply critical thinking and problem solving skills against clear business recommendations.
- Proficient working knowledge of Microsoft Office Suite.
- Strong organizational skills and the ability to meet deadlines.
- Strong technical writing skills (clear, concise, and excellent grammar).
- Possess great interpersonal skills and building strong client relationships.
- Ability for light travel.
