Forensics, Litigation, and Valuation Services Manager at Baker Tilly Advisory Group, LP

Posted in Other 24 days ago.

Location: Tewksbury, Massachusetts





Job Description:


Overview




Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.


Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.


Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.


Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.


Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.




Job Description:





Responsibilities




We are currently searching for a Forensics, Litigation, Valuations Service Manager to join our Valuation practice as a critical part of our talented, highly experienced team and work at the forefront of high-profile engagements. Our team of valuation specialists deliver high quality analysis and advice across the business lifecycle, from acquisition to exit. As a Manager, you will further develop extensive expertise mastering complex valuation and other financial consulting skills.


Baker Tilly has a business valuation practice that is growing in size and profile. You will have the opportunity to develop your career through a broad array of engagements, mentoring and formal learning. You will have the support necessary to further develop technical and leadership skills and be a key contributor to shaping the practice's future.


  • Reviewing and analyzing financial information, accounting records, and tax returns.


  • Assisting with litigation discovery on document requests and preparation of interrogatories; analyzing documents and assisting with preparing deposition or cross-examination questions for witnesses.


  • Performing valuation methods and forensic accounting analysis.


  • Preparing market and competitive assessments, as well as, industry and market research.


  • Leading investigations related to asset misappropriation, diversion, embezzlement, financial reporting fraud, fraudulent conveyance, shareholder disputes, and other matters.


  • Analyzing and reconstructing fraudulent transactions, complex transactions, funds tracing, financial statements, etc.


  • Performing damage loss analyses involving individuals and businesses.


  • Completing business valuations involving transactions, compliance, dispute and planning.


  • Preparing written reports with analysis to adequately support conclusions reached.


  • Developing strong relationships with centers of influence and professionals.


  • Assisting in the management of overall client relationships to exceed client satisfaction.


  • Managing the fundamentals (i.e. realization, utilization, accounts receivable, and expenses).


  • Participation in marketing and thought leadership efforts.


  • Mentoring, coaching and training staff.


  • Successfully integrate strategy of Baker Tilly


  • Perform in-depth client, industry, competitor and market research


  • Develop, populate, and review complex valuation and financial projection models


  • Perform complex enterprise valuation analyses of companies across a broad spectrum of size, industry, and business lifecycle phase


  • Perform value allocation analyses for companies with complex capital structures


  • Perform complex intangible asset and contingent liability analyses applying Option Pricing Method, Monte Carlo Simulation, and other advanced methodologies


  • Lead the engagement team in delivering on valuations, and direct all phases of planning and administration for those services


  • Communicate with business owners, financial management, investors, lenders, and other parties to ensure delivery of exceptional client service.


  • Develop and maintain relationships with colleagues in the firm, other service lines, and engagement/project teams


  • Pursue new business development opportunities with existing and new clients





Qualifications

  • Bachelors Degree in Accounting, Finance, Economics, Business or other related field (MBA or MSc Finance preferred)


  • Minimum of six (6) years in business valuation services


  • Relevant certification - CPA, CFF, CFE, ABV, CVA, CFA and/or MAFF.


  • Strong leadership, communication, project management, and team building skills


  • Excellent presentation skills


  • Demonstrated ability to apply critical thinking and problem solving skills against clear business recommendations


  • Proficient working knowledge of Microsoft Office Suite


  • Strong organizational skills and the ability to meet deadlines


  • Strong technical writing skills (clear, concise, and excellent grammar)


  • Possess great interpersonal skills and building strong client relationships


  • Ability for light travel


The compensation range for this role is $111,170 to $240,850. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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