GBQ Partners · 1 day ago
Project Professional, Forensic & Dispute Advisory
GBQ Partners is a firm specializing in forensic accounting and dispute advisory services, and they are seeking a Project Professional to support Directors and Managers in various engagements. The role involves performing financial analysis, preparing client-related documents, and ensuring high-quality client service while adhering to firm standards.
AccountingConsultingFinancial Services
Responsibilities
Perform financial analysis, including gathering, organizing, and summarizing data from clients and external sources
Help prepare discovery requests, deposition questions, and analyses of opposing expert reports as directed
Prepare client-related documents such as engagement letters, inventory schedules, file archiving, and other administrative components necessary for engagement execution
Coordinate and track confirmations, document requests, and other information exchange with clients, counsel, and third parties
Maintain organized electronic and physical engagement files in accordance with firm and FDAS documentation standards
Assist in developing marital balance sheets, income analysis, support calculations and separate property tracing used in family law cases
Assist in preparing expert reports, exhibits, schedules, and supporting documentation for litigation matters
Other tasks related to FDAS engagements, as requested
Perform assigned project tasks within defined budgets and timelines
Produce accurate, complete, and organized workpapers that meet FDAS and firm documentation standards
Prioritize and manage multiple engagements simultaneously while maintaining responsiveness
Utilize firm software systems—including analytics tools, document management systems, and Microsoft Office—efficiently and consistently
Support standardization and process efficiency across recurring FDAS tasks (e.g., data requests, analysis templates, report formatting)
Assist in preparing thought leadership materials, such as articles, presentations, or industry updates
Remain up to date on industry trends, regulatory developments, and emerging FDAS service opportunities
Identify opportunities to enhance service delivery or expand FDAS capabilities through improved tools, templates, or processes
Demonstrate sound judgment and critical thinking skills when identifying issues, inconsistencies, or potential risks in financial data
Maintain strict confidentiality and adhere to professional standards of conduct and independence
Communicate effectively with internal team members and external clients to facilitate smooth information flow
Work well under deadlines, adapting quickly to changing priorities or urgent requests
Collaborate closely with direct supervisors to ensure expectations are clear and work is progressing appropriately
Exemplify the Firm’s Brand Attributes and contribute to a positive team culture
Support adherence to all administrative policies, procedures, and documentation standards
Demonstrate the ability to work independently and confidently address questions or challenges
Seek ongoing feedback to develop technical and professional skills
Display professionalism, accountability, and a commitment to continuous improvement
Qualification
Required
Associate's degree in Accounting, Finance, Economics, or related field required
Strong proficiency in Microsoft Office (Excel and Word required); experience with data analysis tools preferred
Strong analytical and research skills, with high attention to detail and accuracy
Excellent written and verbal communication skills
Strong organizational abilities, including managing multiple priorities and deadlines
Ability to work additional hours as needed based on client or case demands
Must maintain confidentiality of sensitive client information
Ability to travel on a limited basis, depending on engagement needs
Ability to work extended hours as required for litigation deadlines or project workloads
Preferred
Experience with data analysis tools preferred
Professional certifications (CPA, CFE, CFA, CVA, ABV, ASA) a plus but not required
Company
GBQ Partners
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.
H1B Sponsorship
GBQ Partners 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
2020 (1)
Funding
Current Stage
Growth StageRecent News
Business Journals
2023-04-13
Company data provided by crunchbase