Job Description

About the Role

We are seeking an experienced Senior Manager to join our Business Valuation & Forensic Accounting practice , supporting engagements involving complex valuation analyses, litigation support, financial investigations, and expert advisory services. This role combines deep technical accounting, strong analytical proficiency, and high-touch client interaction.

The Senior Manager will lead multiple concurrent engagements, manage project teams, deliver expert-level work product, and serve as a strategic advisor to clients, attorneys, and internal stakeholders.

Key Responsibilities

Business Valuation

• Lead and oversee valuations of businesses, equity interests, intangible assets, and financial instruments for purposes such as:

  • M&A / transaction support

  • Fair value (ASC 820, ASC 805)

  • Purchase price allocations

  • Impairment testing

  • ESOP valuations

  • Tax-related valuations (409A, gift/estate, etc.)

• Develop and review complex financial models utilizing income, market, and cost approaches.

• Prepare defensible valuation reports and presentations for internal and external audiences.

• Coordinate with audit teams, tax advisors, attorneys, and executives to ensure alignment on valuation approaches and assumptions.

Forensic Accounting & Investigations

• Lead forensic investigations involving:

  • Financial statement manipulation

  • Fraudulent schemes / asset misappropriation

  • Earnings management

  • Compliance breaches

  • Internal control weaknesses

• Perform detailed analyses of financial records, bank statements, contracts, and electronic data.

• Prepare findings for litigation, arbitration, mediation, and regulatory matters.

• Work closely with legal counsel to support expert testimony, discovery, and evidence review.

Client Advisory & Engagement Leadership

• Serve as the primary point of contact for clients, attorneys, and executives throughout engagements.

• Scope, price, and staff engagements, ensuring on-time and high-quality deliverables.

• Present complex valuation and forensic findings to senior stakeholders with clarity and confidence.

• Coach, mentor, and oversee staff, seniors, and managers on technical and professional development.

Practice Development

• Support business development efforts, including proposal writing, pitch meetings, networking events, and thought leadership.

• Identify opportunities to expand client relationships and cross-sell complementary advisory services.

• Contribute to the development of internal methodologies, best practices, and training programs.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field; Master’s preferred.

• CPA, CFA, ASA, ABV, CFE, or CVA strongly preferred (multiple credentials a plus).

• 8–12+ years of experience in valuation, forensic accounting, litigation support, or financial advisory.

• Deep knowledge of U.S. GAAP, fair value standards, and valuation principles.

• Demonstrated expertise building and reviewing highly complex valuation models.

• Strong understanding of litigation processes, discovery, and evidentiary standards.

• Exceptional communication, report writing, and stakeholder management skills.

• Proven leadership ability with a track record of managing teams and multiple concurrent engagements.

• Experience with business development or client-facing advisory work is highly desirable.

Preferred Skills

• Experience with valuation tools and platforms (e.g., Capital IQ, PitchBook, Bloomberg).

• Familiarity with forensic software such as IDEA, ACL, or data analytics platforms.

• Strong Excel and financial modeling capabilities.

• Ability to translate complex data into clear, actionable recommendations.

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