Managing Director, Forensics, Litigation & Valuation Services

Baker Tilly•Miami, FL

About The Position

Baker Tilly is seeking a Managing Director for its Forensics, Litigation & Valuation Services practice. The role calls for leadership at the Principal (Partner) level, or demonstrated potential to reach that level, with a focus on expanding Baker Tilly’s global presence, especially in South America, providing industry expertise, and generating new business. The Managing Director leads multiple technically specialized and complex engagements or projects and supports client service, staff development, practice development, administrative operations, leadership, quality control, and related responsibilities. The position leads teams through engagement work, from gathering information about subject businesses and analyzing data to preparing calculations and reports. It provides financial insight throughout engagements, including case theory development and expert witness testimony, and maintains effective client and opposing-party communications. The role also oversees project assignments, develops staff, contributes to strategic planning, manages accounts receivable and work in progress, and builds business through client development, proposals, publications, presentations, and professional networks. The position requires a bachelor’s degree in a specialized field, at least ten years of related experience, and a relevant professional certification. The role may require travel to client meetings and work outside normal business hours in response to client demands. The stated pay range is $224,230 to $336,340; actual compensation depends on relevant factors. Baker Tilly offers a compensation and benefits package to eligible employees.

Requirements

Bachelor’s degree in a specialized field.
At least 10 years of related experience.
CPA, CFE, CFF, or other relevant certification.
Maintain certification(s) applicable to the area of work, such as ACA/FCA or ACCA/FCCA.
Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
Highly developed Microsoft Suite skills, including Word and Excel.
Proven success leading projects and excellent project management skills.
Exceptional interpersonal, written, and verbal communication skills.
Commitment to completing projects on time and to a high standard.
Flexibility to travel to client meetings as needed and work outside normal business hours due to client demands.
Leadership skills consistent with being, or being on track to become, a Principal (Partner).

Nice To Haves

Previous related industry and consulting experience.
At least eight years of supervisory experience.
Forensic investigation skills.
Forensic skills in post-transaction closing disputes, especially in the Representations and Warranties (R&W) / Warranty and Indemnity (W&I) insurance space.
Business valuation skills in disputes.
Testifying expert witness experience.
Fluency in Spanish and Portuguese.

Responsibilities

Gather information about subject businesses as needed to complete engagements, including on-site work when necessary.
Lead teams in analyzing data and preparing calculations and reports.
Provide financial insight to clients through all engagement stages, from case theory development through expert witness testimony.
Prepare for and effectively handle meetings and calls with clients and opposing parties.
Communicate with clients to manage expectations, ensure satisfaction, meet deadlines, and lead change efforts.
Delegate and supervise project assignments at appropriate staff levels.
Recruit, train, supervise, and retain professional and support staff; mentor staff and support career development.
Maintain exceptional attention to detail and strive for error-free work products and communications.
Assist Principals with strategic planning across relevant business lines.
Manage accounts receivable and work in progress.
Grow the practice area and promote Baker Tilly’s capabilities independently and with global colleagues.
Develop and execute client development plans that account for contacts across Baker Tilly worldwide.
Collaborate on proposals and business development calls.
Write articles for industry, firm, and other publications.
Work with Partners to achieve the team’s strategic plan.
Participate in professional organizations, client functions, events, lunches, presentations, and seminars; involve staff in industry functions.
Track personnel and employment changes among current and prospective client groups and stay current on relevant industry news and trends.
Act ethically and in accordance with applicable professional standards, regulations, and governing-body requirements.
Take direction from Principals and keep them informed about files.
Minimize firm risk on projects and proposals.
Assist with office administration.
Maximize personal and staff utilization by seeking or outsourcing work to other Baker Tilly professionals when appropriate.
Perform other related duties and assignments as required.