Director of Valuation & Litigation opportunity to join a prominent Professional Services firm that specializes in Business Valuations, Litigation Support Services, Assurance, Accounting, Estate Planning, Tax Consulting, Forensics, and Advisory. Clients include high net worth families, real estate developers, fintech companies, medical, dental, and legal professionals, nationally recognized organizations, professional athletes, and various not-for-profit entities. The company has experienced exponential growth over the past several years through organic expansion of service lines and strategic acquisitions. The strength of the companys people have allowed them to provide quality service to their clients that is competitive with the most well-known accounting firms. Role and Responsibilities: Engagement planning, including preparing and reviewing quotes/budgets, identifying primary and other issues, determining approach, assigning tasks to staff, etc. Reviewing budgets and timelines for each engagement throughout each month. Tracking file status and ensuring that progress is consistent with expectations. Liaising with clients to acquire information, manage expectations, and provide progress updates. Detailed review of models/schedules and reports, with a particular focus on litigation support engagements (e.g. shareholder disputes, matrimonial disputes, estate litigation, quantification of damages, etc.). Communication of constructive criticism to direct reports. Maintenance of Job Status List daily/weekly, and communication of file status to partners. Assistance with expected monthly billings, and review of actual invoices. Where necessary, update of schedules and reports, as well as other completion documents, in order to close-out files in an efficient manner. Developing business proposals and presentations communicated to current and prospective clients. Train and develop Associates, Junior Associates and interns. Conduct annual performance reviews with Associates and Interns. Meet target billable hours and engage in business development activities. Continuous improvement: Critically assess internal processes and templates and recommend improvements on an ongoing basis. Provide upward feedback to improve processes and communication. Create and implement division Standard Operating Procedures (SOPs). Deliver KPI results to Managing Partners and Executive team. Requirements: CBV designation required. 2-5 years of experience managing a team of professionals. 4-7 years of experience in valuations and litigation support. Expertise in financial modeling and valuation analysis. Advanced Excel skills (must be proficient with IF and Vlookup functions, as well as others; VBA an asset). Technical skills and understanding for accounting and auditing, as well as personal and corporate taxation. Excellent written and verbal communication skills. Ability to perform in a fast-paced, dynamic environment while maintaining very strong attention to detail. Preferred Experience: CPA and CFA designations are highly preferred. CFF or CFE designations are highly preferred. Experience with matrimonial litigation, including income determinations. Experience in estate litigation and/or quantification of damages, considered an asset. Experience with personal injury and income capacity reports, considered an asset. Why Work Here? Competitive compensation package Company-paid benefits package Career growth opportunities Education Assistant Program 3+ weeks vacation Hybrid work environment Annual performance bonus Divisional rewards plan Client Referral Program Employee Referral Program Social events Specialty division opportunities for career progression
Job Title
Director, Valuation & Litigation