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J.S. Held LLC · 2 days ago

Director - Strategic Advisory Expert Witness

Phoenix, AZ

Full-time

Onsite

Lead/Staff, Director/Executive

$140K/yr - $220K/yr

5+ years exp

J.S. Held LLC is a global consulting firm providing technical, scientific, and financial expertise. They are seeking an experienced Director to lead project support initiatives involving financial expert witness testimony and preparation, requiring a strong background in financial consulting and strategic leadership.

ConstructionConsulting

Comp. & Benefits

Responsibilities

Provide Expert Testimony: Offer independent, objective, and reliable opinions of data that can be identified and substantiated in a legal setting under rigorous scrutiny

Investigating financial records for money laundering, embezzlement, or Ponzi schemes while providing an impartial and independent analysis of data and facts related to financial data and feel confident in delivery

Evaluating historical financial statements, transactions and activity to determine the possibility of hidden assets and/or added value

Prepare detailed reports and statements that present and explain complex information in a clear, concise manner that is understandable to non-experts

Attend pre-trial meetings and conferences to discuss the findings

Present oral testimonies during both out-of-court and in-court proceedings

Respond to cross-examination questions during court proceedings

Remain up to date with the latest advancements and changes in their field of expertise

May be asked to provide a professional opinion on a hypothetical situation based on the facts provided

Ensure all work is conducted with the highest level of professional integrity and ethics

Financial Analysis and Modeling: Conduct detailed financial modeling, review and analyze large amounts of financial data, and develop comprehensive deliverables

Creating and maintaining complex financial models to trace funds, project economic impact, valuation of claims and asset values, identify fraud and other similar scenarios

Review and develop market data

Developing comprehensive financial reports and presentations for stakeholders

Operational Restructuring: Assess business plans, conduct due diligence, and develop and implement various business strategies to drive turnaround and profitability improvements

Analyzing operational processes to identify inefficiencies and areas for cost reduction

Designing and implementing restructuring plans to optimize operational performance

Collaborating with management teams to develop and execute strategic initiatives

Monitoring and reporting on the progress of restructuring efforts to ensure alignment with business goals

Client and Network Development: Expand and exploit our existing referral network, and integrate the successful candidate’s referral network with the firm’s existing platform

Leadership and Presentation: Lead presentations to referral sources, potential clients, and existing clients, demonstrating expertise and building trust

Qualification

Expert Witness TestimonyFinancial ModelingOperational RestructuringFinancial AnalysisQuantitative SkillsBusiness DevelopmentIntellectual CuriosityMeticulous Data AnalysisLeadershipPresentation SkillsAdaptability

Required

At least 5 years of experience in preparing expert witness reports and deep involvement in the preparation and work leading up to an Expert Witness engagement

Ideally the candidate would have experience with actual testimony and cross-examination efforts, but for the right candidate this can be achieved after tenure with the group

High, measurable quantitative skills

Adventurous, outgoing and dynamic personality that is comfortable in change and challenging situations and can adapt to a wide range of situations and individuals

Keen intellectual curiosity and the ability to align the broader objectives with the short-term needs

Meticulous approach to analyzing data, interpreting, and explaining complex financial and data

5-10 years minimum work experience in a financial position, either with an accounting firm, financial consulting, or litigation practice focused on financial expert witness preparation and testimony

Must have a thorough understanding of financial modeling and analysis, data management, advisory services

Ability to lead significant projects with minimal oversight

Prior experience with Chapter 11 bankruptcies, restructuring, turnaround, Ponzi and other fraudulent engagements in various industries and levels is strongly desired

Understanding of the asset-based lending environment and borrowing base certificates

Lead and participate in a variety of marketing and business development activities to further mature the current Strategic Advisory presence in the marketplace as appropriate

Undergraduate degree in finance or related field

An MBA or other advanced degree is strongly preferred

CTP, CFE, or CIRA a plus