Senior Manager, Forensic & Dispute Advisory jobs in United States
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GBQ Partners · 3 weeks ago

Senior Manager, Forensic & Dispute Advisory

GBQ Partners is a firm specializing in forensic and dispute advisory services, and they are seeking a Senior Manager to oversee project and engagement management for litigation support and forensics services. The role involves managing multiple cases, developing business strategies, mentoring staff, and ensuring high-quality deliverables while maintaining client relationships.

AccountingConsultingFinancial Services
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Growth Opportunities

Responsibilities

Determine the strategic direction of the litigation practice, including determining desired market position, growth plans, organizational structure, which litigation services to provide and which litigation and forensic accounting and geographic markets to serve
Manage litigation and forensic accounting engagements and workflow, assigning projects to staff and ensuring efficiency in completion of engagements
Oversee and perform data- and document-intensive financial analysis and modeling/projections, strategic analysis, economic and statistical analysis, due diligence, valuation analysis, damage calculations and analysis, forensic accounting procedures, litigation support, industry research, and related investigative assignments
Serve as consultant to attorneys, assist in preparing questions for discovery and deposition of potential witnesses, serve as an expert witness, assist in reviewing and refuting the testimony and analysis of other expert witnesses, design court exhibits, and participate in depositions and court as necessary
Plan, organize, conduct, manage, and oversee a variety of forensic accounting activities to investigate fraud or other irregularities
Assist in preparing questions for discovery and deposition of potential witnesses, serve as an expert witness, assist in reviewing and refuting the testimony and analysis of other expert witnesses, design court exhibits, and participate in depositions and court as necessary
Responsible for mentoring, training and supporting development of staff, senior, and managers
Consult on litigated and non-litigated disputes and provide financial insight and clarity to counsel during all stages of a business dispute, from damages theory development and discovery to expert witness testimony
Collaborate with firm leaders, other departments and client leadership to identify issues and develop and implement solutions to address issues identified
Review engagement profitability and prepare and analyze monthly billing for assigned engagements
Monitor the hours incurred by engagement team members and the progress of assigned client engagements to ensure work is completed within both a defined budget and a defined timeline
Achieve charge hour budget and meet hour expectations established by firm
Monitor charge budgets to ensure staff, seniors, and managers achieve charge hour budgets and hour expectations established by firm
Prioritize and manage multiple client engagements and firm-related tasks
Ensure the continuous improvement of departmental efficiency and processes
Consistently utilize all firm and department software efficiently
Cultivate and maintain long-term relationships with attorneys, in-house counsel and other referral sources
Represent firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc
Assume responsibility for client engagements and demonstrate strong leadership skills while working on client work and firm-related projects
Identify and pursue opportunities to obtain new engagements
Develop and execute sales and marketing strategies
Participate in conducting presentations and seminars
Stay abreast of industry dynamics and identifying new market opportunities
Cultivate opportunities for internal referrals through GBQ Partners
Adhere to the highest degree of professional standards and strict client confidentiality
Ensure that all deliverables meet rigorous quality standards
Ensure the continuous improvement of our work product and deliverables
Demonstrate strong familiarity with all relevant professional litigation and forensic accounting standards
Coordinate and collaborate with team, other firm associates and client personnel to ensure efficient flow of data, information, and financial issues, risks and recommendations
Demonstrate appropriate understanding of client’s business, industry and resources available to provide value to clients
Identify complex issues and make recommendations to firm and client leadership
Exemplifies Brand Attributes of the firm
Support and ensure adherence to all administrative policies and procedures of the Firm
Supervise and mentor managers, seniors, and staff
Demonstrate ability to work independently or in a team environment and exhibit confidence addressing and resolving conflict with peers, subordinates and firm leaders
Prepare and deliver objective and candid performance evaluations to direct reports and identify coaching and mentoring opportunities to assist in development of direct reports

Qualification

Litigation Support ExperienceForensic AccountingExpert TestimonyBusiness ValuationCPA CertificationCFE CertificationCMA CertificationCFA CertificationValuation CredentialsMicrosoft Office ProficiencyOrganizational SkillsWritten CommunicationOral CommunicationTeam Management

Required

A minimum of eight years of progressive experience in public accounting or consulting with a minimum of five years in litigation support, business valuation, or forensics
Experience should include a demonstrated ability to develop and/or evaluate damages models and theories
Experience preparing expert reports for damage calculations, and documenting the results of investigations
Experience in fraud investigation and forensic accounting
Experience in preparing business valuations
Certification/license as CPA, CFE, CMA, CFA or CIA and valuation credentials such as CVA, ABV, AVA or ASA
Experience in providing expert testimony in deposition or trial, fraud investigation and forensic accounting
Undergraduate degree in accounting, finance, economics, business administration or related field
Ability to work well under pressure
Strong organizational skills
Ability to coordinate work flow and case project development
Ability to manage and develop staff in a highly interactive team environment
Proficient in Microsoft Office products, specifically Word and Excel
Must have excellent written and oral communication skills

Preferred

Advanced degree is preferred

Company

GBQ Partners

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A top tax, accounting and consulting firm based in Ohio with a reach and understanding that expands the globe, GBQ has empowered growth of our people, our communities, and our clients’ businesses since 1953.

Funding

Current Stage
Growth Stage
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