Business Valuation & Forensic Accounting Manager

Insight Forensic & Valuation Services; United States; Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Paid time off

Professional development support

Job summary

Insight Forensic & Valuation Services, LLC (Insight FVS) is a boutique financial consulting firm specializing in business valuation, forensic accounting, economic damages, and litigation support nationwide.

We are seeking an experienced Manager, Business Valuation & Forensic Accounting to lead complex engagements, supervise professional staff, and ensure timely delivery of technically sound analyses and reports.

Qualifications

• At least seven years of progressively responsible experience in business valuation, forensic accounting, economic damages, or related financial advisory services.
• Experience independently managing engagements and supervising professional staff.
• Advanced technical expertise in at least one principal service area, with working knowledge of related disciplines.
• Strong budgeting, project management, and profitability skills.
• Advanced Microsoft Excel proficiency and strong Word skills.

Responsibilities

• Manage business valuation engagements involving shareholder and partnership disputes, marital dissolution, commercial litigation, gift and estate tax planning, business succession, and transaction advisory.
• Direct and review the application of income, market, and asset-based valuation approaches.
• Review historical financial analyses, normalization adjustments, financial projections, discount rates, valuation models, and supporting schedules.
• Evaluate financial statements, tax returns, accounting records, economic conditions, industry research, and relevant market data.
• Identify significant valuation issues, evaluate alternative methodologies, and develop defensible conclusions.
• Review valuation reports and supporting workpapers for technical accuracy, consistency, completeness, and compliance with applicable professional standards.
• Manage forensic accounting investigations involving disputed financial activity, suspected fraud, misappropriation of assets, accounting irregularities, and complex financial transactions.
• Direct financial tracing, transaction analysis, financial reconstruction, and examination of accounting records.
• Manage economic damages analyses, including lost profits, lost business value, and other financial losses arising from commercial disputes.
• Review expert reports, rebuttal analyses, investigative findings, and supporting exhibits.
• Work with attorneys and testifying experts on financial discovery, deposition preparation, mediation, arbitration, and trial support.
• Evaluate opposing expert analyses and identify methodological weaknesses, unsupported assumptions, and financial inconsistencies.
• Assume day-to-day responsibility for assigned engagements from planning through completion.
• Prepare engagement budgets by phase, task, and staff level, including estimated hours, anticipated fees, staffing requirements, and completion milestones.
• Submit engagement budgets and material changes for Managing Partner approval.
• Develop engagement work plans, assign responsibilities, establish deadlines, and coordinate staff resources.
• Monitor actual hours against approved budgets and forecast remaining hours and anticipated fees.
• Identify and explain budget variances, scope changes, delays, and inefficiencies, and recommend corrective actions.
• Monitor work in process, realization, utilization, and engagement profitability.
• Escalate material technical, financial, or scheduling issues promptly, with recommended solutions.
• Ensure that deliverables are completed efficiently and in accordance with engagement requirements.
• Supervise, delegate to, and review the work of Senior Associates and Associates.
• Set clear expectations for assignments, budgets, deadlines, analytical quality, and documentation.
• Provide timely technical guidance, constructive feedback, and ongoing coaching.
• Identify staff competency gaps and recommend appropriate training and development.
• Develop Senior Associates' ability to supervise Associates, manage workstreams, and exercise independent judgment.
• Evaluate staff performance and provide substantive input into development plans and performance reviews.
• Promote accountability, collaboration, professional skepticism, and continuous improvement.
• Conduct substantive reviews of analyses, models, reports, and workpapers before submission to the Managing Partner.
• Identify material errors, unsupported assumptions, methodological deficiencies, and inconsistencies.
• Ensure that conclusions are supported by the underlying financial evidence and applicable professional standards.
• Maintain organized, complete, and appropriately documented engagement files.
• Recommend and implement improvements to financial models, report templates, investigative procedures, and engagement workflows.
• Reduce avoidable rework through effective planning, delegation, supervision, and review.
• Serve as a primary day-to-day contact for attorneys, clients, and other engagement stakeholders, as appropriate.
• Lead routine engagement discussions, information requests, and progress communications.
• Explain complex financial analyses clearly and professionally.
• Provide the Managing Partner with substantive updates concerning engagement performance, technical issues, staffing, budgets, and upcoming deadlines.
• Support engagement scoping, proposals, client meetings, and professional relationship development.
• Participate in networking and business development activities and maintain appropriate CRM records and follow-up.

Education

Bachelor's degree in accounting/finance

CPA or equivalent credential

Job description

Insight Forensic & Valuation Services, LLC (Insight FVS)

Practice Areas: Business Valuation | Forensic Accounting | Economic Damages | Litigation Support

Reports To: Managing Partner

Experience: 7+ years

Position Overview

Insight Forensic & Valuation Services, LLC (Insight FVS) is a boutique financial consulting firm specializing in business valuation, forensic accounting, economic damages, and litigation support. We serve attorneys, businesses, fiduciaries, and individuals nationwide.

We are seeking an experienced Manager, Business Valuation & Forensic Accounting to lead complex engagements, supervise professional staff, and ensure the timely delivery of technically sound, well-supported analyses and reports.

The Manager will assume day-to-day ownership of assigned engagements, including technical execution, staffing, budgets, deadlines, quality control, and client communication. The position requires substantial technical expertise, sound professional judgment, strong project management capabilities, and demonstrated leadership.

The successful candidate will independently identify and resolve engagement issues, anticipate resource and scheduling needs, and provide the Managing Partner with meaningful analysis and recommendations rather than simply reporting project status.

Key Responsibilities

Business Valuation and Technical Analysis

• Manage business valuation engagements involving shareholder and partnership disputes, marital dissolution, commercial litigation, gift and estate tax planning, business succession, and transaction advisory.
• Direct and review the application of income, market, and asset-based valuation approaches.
• Review historical financial analyses, normalization adjustments, financial projections, discount rates, valuation models, and supporting schedules.
• Evaluate financial statements, tax returns, accounting records, economic conditions, industry research, and relevant market data.
• Identify significant valuation issues, evaluate alternative methodologies, and develop defensible conclusions.
• Review valuation reports and supporting workpapers for technical accuracy, consistency, completeness, and compliance with applicable professional standards.

Forensic Accounting, Economic Damages, and Litigation Support

• Manage forensic accounting investigations involving disputed financial activity, suspected fraud, misappropriation of assets, accounting irregularities, and complex financial transactions.
• Direct financial tracing, transaction analysis, financial reconstruction, and examination of accounting records.
• Manage economic damages analyses, including lost profits, lost business value, and other financial losses arising from commercial disputes.
• Review expert reports, rebuttal analyses, investigative findings, and supporting exhibits.
• Work with attorneys and testifying experts on financial discovery, deposition preparation, mediation, arbitration, and trial support.
• Evaluate opposing expert analyses and identify methodological weaknesses, unsupported assumptions, and financial inconsistencies.

Engagement Management and Financial Performance

• Assume day-to-day responsibility for assigned engagements from planning through completion.
• Prepare engagement budgets by phase, task, and staff level, including estimated hours, anticipated fees, staffing requirements, and completion milestones.
• Submit engagement budgets and material changes for Managing Partner approval.
• Develop engagement work plans, assign responsibilities, establish deadlines, and coordinate staff resources.
• Monitor actual hours against approved budgets and forecast remaining hours and anticipated fees.
• Identify and explain budget variances, scope changes, delays, and inefficiencies, and recommend corrective actions.
• Monitor work in process, realization, utilization, and engagement profitability.
• Escalate material technical, financial, or scheduling issues promptly, with recommended solutions.
• Ensure that deliverables are completed efficiently and in accordance with engagement requirements.

Staff Leadership and Development

• Supervise, delegate to, and review the work of Senior Associates and Associates.
• Set clear expectations for assignments, budgets, deadlines, analytical quality, and documentation.
• Provide timely technical guidance, constructive feedback, and ongoing coaching.
• Identify staff competency gaps and recommend appropriate training and development.
• Develop Senior Associates' ability to supervise Associates, manage workstreams, and exercise independent judgment.
• Evaluate staff performance and provide substantive input into development plans and performance reviews.
• Promote accountability, collaboration, professional skepticism, and continuous improvement.

Quality Control and Process Improvement

• Conduct substantive reviews of analyses, models, reports, and workpapers before submission to the Managing Partner.
• Identify material errors, unsupported assumptions, methodological deficiencies, and inconsistencies.
• Ensure that conclusions are supported by the underlying financial evidence and applicable professional standards.
• Maintain organized, complete, and appropriately documented engagement files.
• Recommend and implement improvements to financial models, report templates, investigative procedures, and engagement workflows.
• Reduce avoidable rework through effective planning, delegation, supervision, and review.

Client Communication and Business Development

• Serve as a primary day-to-day contact for attorneys, clients, and other engagement stakeholders, as appropriate.
• Lead routine engagement discussions, information requests, and progress communications.
• Explain complex financial analyses clearly and professionally.
• Provide the Managing Partner with substantive updates concerning engagement performance, technical issues, staffing, budgets, and upcoming deadlines.
• Support engagement scoping, proposals, client meetings, and professional relationship development.
• Participate in networking and business development activities and maintain appropriate CRM records and follow-up.

Required Qualifications

• At least seven years of progressively responsible experience in business valuation, forensic accounting, economic damages, litigation consulting, or related financial advisory services.
• Demonstrated experience independently managing engagements and supervising professional staff.
• Advanced technical expertise in at least one principal service area, with working knowledge of related disciplines.
• Bachelor's degree in accounting, finance, economics, or a related field.
• Strong financial accounting, financial statement analysis, and financial modeling capabilities.
• Experience preparing and reviewing complex financial analyses, technical reports, and supporting documentation.
• Strong understanding of engagement budgeting, project management, and professional services profitability.
• Advanced Microsoft Excel proficiency and strong Microsoft Word skills.
• Exceptional analytical reasoning, professional judgment, written communication, and organizational skills.
• Ability to manage multiple engagements and consistently meet deadlines.

Preferred Qualifications

• CPA, ABV, ASA-BV, CVA, CFF, CFE, MAFF, or another relevant professional credential.
• Experience preparing or reviewing expert reports and supporting litigation testimony.
• Experience with business valuation research databases and financial analysis platforms.
• Experience with shareholder disputes, marital dissolution, commercial litigation, fraud investigations, and gift and estate tax valuations.
• Advanced degree in accounting, finance, business administration, or a related discipline.

Performance Expectations

The Manager will be evaluated on:

• Technical Quality: Accuracy, completeness, defensibility, and effectiveness of technical review.
• Engagement Performance: Budget management, deadlines, staffing, utilization, realization, and profitability.
• People Leadership: Effective delegation, coaching, staff development, and accountability.
• Independent Leadership: Proactive problem-solving, client communication, recommendations, and process improvement.

Success requires more than technical proficiency. The Manager must take ownership of engagement execution, anticipate problems, exercise sound judgment, and independently develop solutions within the authority of the position.

Position Details and Benefits

Employment: Full-time, W-2

Work Arrangement: Primarily remote, with in-person collaboration as needed and access to shared office space in downtown Chicago

Compensation: Competitive and commensurate with experience, qualifications, and responsibilities.

Insight FVS offers employer-sponsored medical, dental, and vision coverage, paid time off and holidays, and support for approved continuing professional education and professional development, subject to firm policies and applicable plan terms.