Senior Managing Consultant, Forensic Accounting & Business Valuation

BRG•Emeryville, CA

20h

About The Position

BRG’s Forensic Accounting practice is seeking a Senior Managing Consultant or Associate Director in San Francisco to lead complex financial dispute and investigation engagements and contribute to practice growth. Working with Managing Director Frank Wisehart and other experienced professionals, the role manages forensic accounting, business valuation, lost-profits, and economic damages analyses supporting expert opinions in litigation and other dispute proceedings. Matters may involve fraud allegations, disputed accounting methodologies, GAAP compliance, alter-ego allegations, lost profits, business valuation, and economic damages. The work requires rigorous, standards-based analysis and clear documentation supporting expert reports and testimony in court, arbitration, and regulatory proceedings. This position is intended for a professional seeking a long-term career combining technical excellence, engagement leadership, and business development, with the goal of developing into a testifying expert. The successful candidate will support established experts while progressively building an area of expertise, relationships with counsel and clients, and a professional reputation. Progression toward independent expert engagements and testimony depends on demonstrated expertise, readiness, and available opportunities; prior testimony experience or an established book of business is not required.

Requirements

Bachelor’s degree in accounting, finance, or a related discipline.
Senior Managing Consultant: at least 7 years of progressive experience in forensic accounting, litigation consulting, financial investigation, valuation, or related advisory work.
Advanced knowledge of accounting principles, financial statement analysis, and relevant professional standards, and the ability to apply them to disputed accounting and financial issues.
Ability to structure complex analyses, evaluate competing methodologies, exercise sound professional judgment, and develop clear, well-supported conclusions.
Advanced Microsoft Excel and financial modeling skills, proficiency in Word and PowerPoint, and ability to oversee accurate, efficient analysis of complex financial data.
Excellent writing and presentation skills, including experience preparing substantive reports or client deliverables and explaining complex financial issues to attorneys, clients, and nontechnical audiences.
Demonstrated leadership, attention to detail, professional skepticism, and commitment to independence, objectivity, confidentiality, and high-quality work.
Interest in building a long-term consulting practice, developing new business and client relationships, and progressing toward testifying expert work, alongside the ability to manage multiple engagements and teams.

Nice To Haves

Master’s degree in accounting or completion of a combined bachelor’s and master’s accounting program.
CPA designation, particularly for candidates focused on accounting disputes and GAAP-related matters.
Associate Director candidates: at least 9 years of progressive experience in forensic accounting, litigation consulting, financial investigation, valuation, or related advisory work.
Experience leading accounting disputes, fraud investigations, GAAP compliance analyses, lost-profits calculations, business valuations, or expert-witness support engagements.
Experience drafting substantial portions of expert reports, supporting deposition or trial preparation, or presenting technical findings to counsel and clients.
Participation in proposals, pitches, professional associations, publications, speaking engagements, or other activities demonstrating potential to build a market presence and referral relationships.
Familiarity with data analytics tools such as Power Query, SQL, Python, or R.
Relevant forensic accounting or valuation credentials, such as CFE, CFF, ABV, or CVA, or progress toward obtaining them.

Responsibilities

Lead engagement planning and execution, including defining analytical workstreams, developing work plans and budgets, allocating resources, and managing timelines with engagement leaders and counsel.
Direct and perform forensic analyses of financial statements, general ledgers, tax returns, transaction-level data, and other records to investigate alleged fraud, financial irregularities, and disputed accounting practices.
Evaluate disputed accounting treatments and methodologies against applicable professional standards, including GAAP, and develop well-supported findings for review by engagement experts.
Lead the development and review of financial models for lost-profits calculations, economic damages analyses, and business valuations, including discounted cash flow analyses where appropriate.
Independently evaluate historical performance, forecasts, causation-related financial issues, and assumptions underlying claimed losses; test alternative scenarios and identify limitations.
Lead drafting of expert reports and preparation of exhibits and supporting schedules, ensuring that evidence, methods, assumptions, and conclusions are clearly connected and subject to expert review.
Work with testifying experts and counsel to prepare for depositions, hearings, arbitration, trial, and regulatory proceedings; evaluate opposing experts’ methodologies and calculations and analyze disputed issues.
Oversee analyses of intercompany transactions, related-party balances, and financial relationships among entities in alter-ego matters, without making legal determinations; direct supporting company, industry, and economic research.
Build and maintain defensible analytical records, including reproducible workpapers, source references, and documentation of professional judgments.
Supervise, review, and mentor junior professionals, providing direction, substantive feedback, and quality control over analyses, models, and written deliverables.
Manage day-to-day relationships with counsel and clients, communicate complex findings clearly, and identify engagement risks, scope changes, and opportunities to provide additional value.
Contribute to business development through proposals, engagement scoping, relationship-building, networking, and collaboration across BRG practices; develop referral relationships and new engagement opportunities.
Develop a focused area of expertise through expert support, publications, presentations, and professional participation, progressing toward independent expert assignments and testimony as qualifications and opportunities permit.
Travel as required by engagement and practice needs.