Director, IP Dispute Resolution (Financial Expert Practice)

Ocean Tomo, a part of J.S. Held; Chicago (IL); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Hybrid work environment

Incentive equity program

Annual bonus plan

Full reimbursement for industry exams

Partial tuition reimbursement

Unlimited paid time off

Job summary

Ocean Tomo, a part of J.S. Held, is seeking a Director to manage complex financial engagements in Chicago. You will oversee teams, meet with clients, write reports, and critique claims.

This role requires a Bachelor’s or Master’s, 7+ years of experience, with a preference for CPA/CFA. The position offers a hybrid work environment and generous benefits, including unlimited paid time off and a comprehensive incentive program.

Qualifications

• 7+ years of litigation consulting or IP valuation experience.
• CPA/CFA preferred.
• Established reputation for high-level professional expertise.

Responsibilities

• Managing complex assignments from concept through delivery.
• Critiquing opposing parties’ claims.
• Training staff on technical concepts.

Skills

Leadership

Analytical skills

Communication

Teamwork

Attention to detail

Education

Bachelor’s or Master’s in finance, accounting, business or economics

Job description

Ocean Tomo offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting‑edge technology. We value creativity, curiosity and problem‑solving, and require flexibility, dedication and initiative. In return, we provide exceptional opportunities. We are often asked to apply advanced financial and economic principles to assist in the evaluation of emerging technologies or technology‑rich corporations.

As a Director, you will focus on the daily management of these engagements, including meeting with clients and/or counsel to collect information for the creation of reports and financial analyses/models, analyzing and critiquing opposing parties’ claims, managing staff and working closely with the Managing Directors of the firm.

Responsibilities

• Managing complex assignments from concept through delivery
• Assisting with practice development efforts of the Managing Directors
• Identifying and converting new business opportunities
• Writing reports, presentations and other materials
• Daily management of engagements including meetings with clients and counsel
• Critiquing opposing parties’ claims
• Managing analysts and associates working on the engagement
• Leading market, industry, company, technology and royalty rate research performed by Associates and Analysts
• Directing staff efforts in preparing models, reports and other activities
• Training staff on technical concepts

Qualifications

• Bachelor’s or Master’s concentrating in finance, accounting, business or economics from a highly regarded program
• 7 plus years of litigation consulting or intellectual property valuation experience
• CPA/CFA preferred
• Willingness to be "hands‑on" manager with full responsibility for delivering high quality work product
• Established reputation for high level of professional expertise
• Distinguished academic achievement
• Attention to detail and quality control
• Solid analytical skills, and the ability to work well in a team environment are essential
• High degree of professionalism, integrity and flexibility
• Excellent oral and written communication skills
• Great attitude and client presence

Benefits

• Hybrid work environment
• Incentive equity program
• Annual bonus plan
• Full reimbursement for industry exams and review courses (CPA, CFA, etc.)
• Partial tuition reimbursement
• Unlimited paid time off and paid holidays

Ocean Tomo, LLC and Veris Consulting, LLC are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.