Director of Forensic Advisory & Business Valuation

Wegmann Dazet & Company; Metairie (LA); Presencial; USD 150.000 - 210.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Performance bonuses

Medical insurance

Dental insurance

Life insurance

Long-term disability

Parking

Paid time off

Descripción de la vacante

Wegmann Dazet & Company seeks a Director of Forensic Advisory & Business Valuation to provide strategic leadership across forensic investigations, valuation engagements, and advisory services.

The role collaborates with partners, oversees engagement planning, and mentors a professional team while driving business development and maintaining client relationships. Active CPA and extensive experience in the field are required.

Formación

• Active CPA license required.
• 10 years of progressive experience in forensic accounting, litigation support, and/or business valuation.
• Proven leadership experience managing complex engagements and supervising professional staff.
• Exceptional communication, presentation, and relationship-building skills.
• Strong project management skills with the ability to manage multiple priorities and deadlines.
• Demonstrated business development success preferred.
• Proficiency in relevant financial, accounting, and data analysis software.

Responsabilidades

• Provide strategic leadership across forensic advisory, valuation engagements, and litigation support projects.
• Oversee engagement planning, execution, and delivery while managing client relationships and contributing to business development.
• Lead development and analysis of financial models, industry research, market assessments, and data analytics to support findings.
• Offer technical expertise on complex accounting, valuation, and forensic issues per GAAP and professional standards.
• Serve as primary liaison with clients and attorneys, guiding case strategy, discovery, and expert testimony preparation.
• Review and deliver expert reports, including damage calculations and valuation conclusions with clarity and defensibility.
• Mentor and manage team members to foster high-performance and growth.
• Support business development through proposals, networking, and expanding services.
• Stay current with developments in forensic, accounting, and valuation fields.

Conocimientos

Leadership

Communication

Project management

Business development

Client relationships

Forensic accounting

Educación

CPA license

CFF / CFE / ABV / CVA preferred

Herramientas

GAAP standards

Accounting software

Data analysis software

Descripción del empleo

The Director of Forensic Advisory & Business Valuation provides strategic leadership for forensic investigations, litigation support, advisory engagements, and business valuation services. Working closely with Partners, this leader oversees engagement planning, execution, and delivery while managing client relationships and contributing to business development.

Duties

• Business valuations, provide strategic leadership and oversight across all phases of advisory engagements, forensic accounting investigations, and litigation support projects.
• Collaborate with other departments, including audit and tax, to deliver comprehensive, cross-disciplinary solutions to clients.
• Oversee the development and analysis of financial models, industry research, market assessments, and data analytics to support litigation and valuation findings.
• Offer technical expertise on complex accounting, valuation, and forensic issues in compliance with GAAP, AICPA standards, and applicable regulatory frameworks.
• Lead client engagements and act as the primary liaison with clients and attorneys, offering high-level guidance on case strategy, discovery, document review, and expert testimony preparation.
• Review and deliver expert reports, including damage calculations, rebuttals, demonstrative exhibits, and valuation conclusions, ensuring accuracy, clarity, and defensibility.
• Mentor, coach, and manage team members, fostering a high-performance, collaborative culture focused on continuous professional growth.
• Support business development initiatives, including proposal preparation, networking, and the expansion of forensic, advisory and valuation services.
• Stay actively involved in professional organizations and maintain current knowledge of developments in the forensic, accounting, and valuation fields.
• Ensure projects are completed on time, within budget, and in accordance with the firm’s quality standards.

Education and Minimum Requirements:

• Active CPA license required
• CFF (Certified in Financial Forensics), CFE (Certified Fraud Examiner), ABV (Accredited in Business Valuation), or CVA (Certified Valuation Analyst) strongly preferred.
• Prefer 10 years of progressive experience in forensic accounting, litigation support, and/or business valuation.
• Proven leadership experience managing complex engagements and supervising professional staff.
• Exceptional communication, presentation, and relationship-building skills.
• Strong project management skills, with the ability to manage multiple priorities and deadlines.
• Demonstrated business development success preferred.
• Proficiency in relevant financial, accounting, and data analysis software.

Compensation and Benefits:

We offer a competitive compensation package, commensurate with experience and qualifications. Total compensation includes a base salary and performance-based bonuses, employer paid medical, dental, life insurance and long-term disability coverage, paid reserve parking spot, paid PTO, holidays and more.