CBIZ Advisory Services ยท 2 weeks ago
Forensic Accounting & Business Valuation Senior Manager
New Haven, CT
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expCBIZ Advisory Services is a leading professional services advisor to middle market businesses and organizations nationwide. They are seeking a Senior Manager for Forensic Accounting & Business Valuation who will oversee business valuation engagements and communicate with a diverse client base, ensuring compliance with professional standards and providing training to staff.
Accounting
Hiring Manager
Mallory Comer
Responsibilities
Perform, oversee and execute all aspects of business valuation engagements, including development of financial analysis, valuation models, exhibits and reports
Review, analyze and compare valuations of opposing experts
Communicate and work with a broad client base consisting of private equity firms, publicly-traded companies, venture-backed companies, etc
Ability to learn and perform business and derivative valuations using option pricing models and Monte Carlo analysis
Participate in client assignments from beginning to end
Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements
Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients
Assist in preparation of exhibits and background information for expert witness testimony
Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct
Participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to client expectation
Qualification
Required
Bachelor's degree required
8 years of experience in public accounting or related field
5 years supervisory
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on business needs
Preferred
Master's degree in Finance, Accounting or related field
Experience valuing alternative asset managers such as hedge funds and private equity
Knowledgeable of the relevant statutory and family codes, and their applicability to valuation standards and accounting principles in performance of forensic accounting
Must have active ASA, CFA, CPA or equivalent certification
Company
CBIZ Advisory Services
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide.
10001+ employees
H1B Sponsorship
CBIZ Advisory Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2021 (2)
Funding
Current Stage
Late StageLeadership Team
Ben Anderson, CPA
Partner
Martin Spector, CPA, JD
MANAGING DIRECTOR
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