Manager, Investigations, Forensic Investigations and Disputes

RSM•McLean, VA

23h

About The Position

The Manager role in the Investigations team within Financial Investigations & Dispute Services (FIDS) serves as a key member, taking responsibility for leading analytical, compliance and investigative services to law firms, corporations, and state and local government clients. Duties include: Leading teams investigating fraud and misconduct, bribery and corruption, and other investigative matters including electronic reviews of evidence. Leading teams supporting counsel in litigation and expert witness engagements potentially including damages calculations, preparation of document requests, witness questions, competitive and market research and other tasks. Owning responsibility for engagement delivery across multiple engagements; providing technical direction to team members; ensures “client ready” deliverables in both quality and consistency. Ensuring effective client communications across the team; delivering succinct observations and clear client messaging, and proactively managing client expectations. Managing engagement scope, budget, and timelines, anticipating changes in scope/budget; proactively communicating internally and adjusting plans in conjunction with engagement leadership. Monitoring leverage model across engagements to improve margin through active resource planning, delegation, and use of technology/lower cost resources/offshore capabilities. Maintaining organized personal and engagement files and workpapers and comply with firm professional, risk, information technology and security processes. Contributing to proposals and assisting with business development activities to grow our practice (including CLE presentations, webinars, attending industry conferences, authorship of white papers, etc.). Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients.

Requirements

Minimum B.S. / B.A. degree or equivalent in Accounting or Finance from an accredited university.
5+ years of experience providing litigation support, investigation, and forensic accounting services or analogous services.
CPA or other relevant certification
Flexibility to travel to clients and other RSM offices and ability to work outside of regular office hours with sufficient flexibility to meet client deadlines.
Strong organizational and time management skills with the ability to balance multiple priorities, work independently with minimal supervision in leading multi-functional engagement teams.
Natural aptitude for solving problems with experience in gathering facts, organize data, analyze financial statements and other financial data, and identify relevant issues.
Strong verbal and writing and communication skills and ability to communicate complex information in a clear and concise manner.
Interest and ability to learn advanced analytics techniques and programs.
Proficiency with Microsoft Excel, Word, and PowerPoint as well as knowledge of other common accounting tools such as Alteryx, PowerBI.

Nice To Haves

Master's degree a plus.
CFE, or CFF certifications.
"Big 4" or national consulting firm experience.
Proficiency in advanced analytics techniques and programs.
Database experience querying and/or coding in relational databases using software such as Microsoft SQL Server, and Microsoft Access.
Experience working with data blending, cleansing, and analytic tools such as Alteryx.
Experience working with data visualization tools such as Tableau, Qlik, PowerBI, and VisioExperience.
Knowledge and / or experience coding using R, Python, and SA.

Responsibilities

Leading teams investigating fraud and misconduct, bribery and corruption, and other investigative matters including electronic reviews of evidence.
Leading teams supporting counsel in litigation and expert witness engagements potentially including damages calculations, preparation of document requests, witness questions, competitive and market research and other tasks.
Owning responsibility for engagement delivery across multiple engagements; providing technical direction to team members; ensures “client ready” deliverables in both quality and consistency.
Ensuring effective client communications across the team; delivering succinct observations and clear client messaging, and proactively managing client expectations.
Managing engagement scope, budget, and timelines, anticipating changes in scope/budget; proactively communicating internally and adjusting plans in conjunction with engagement leadership.
Monitoring leverage model across engagements to improve margin through active resource planning, delegation, and use of technology/lower cost resources/offshore capabilities.
Maintaining organized personal and engagement files and workpapers and comply with firm professional, risk, information technology and security processes.
Contributing to proposals and assisting with business development activities to grow our practice (including CLE presentations, webinars, attending industry conferences, authorship of white papers, etc.).
Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients.