Forensic & Valuation Consultant – Flexible, High-Impact

Socket.dev; Lexington (KY); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Flexible work schedules

Unlimited PTO

Paid family leave

Retirement benefits

Telemedicine & wellness

Job summary

Dean Dorton, based in Lexington, KY, seeks a Forensic and Valuation Services Consultant to perform complex financial analyses, assist in developing expert reports, and support testimony. You will lead defined sections of engagements, interpret data, and mentor Associates while expanding leadership and client-facing skills.

The role focuses on forensic accounting, business valuation, and litigation support with opportunities to contribute to firm-wide knowledge sharing, participate in business

Qualifications

• Bachelor’s degree in accounting, finance, economics, or related field.
• CPA/ASA/ABV/CVA designation preferred or actively pursuing.
• 2–4 years of experience in public accounting, valuation, consulting, or forensic accounting.
• Strong analytical, problem-solving, and written/oral communication skills.
• Experience collaborating with legal counsel, external auditors, or expert witnesses is a plus.

Responsibilities

• Perform detailed business valuations for transaction, tax, financial reporting, and litigation purposes.
• Conduct forensic investigations involving allegations of fraud, economic damages, and financial misconduct.
• Analyze complex financial data, business operations, and tax filings to identify trends, risks, and key value drivers.
• Build and refine valuation and damages models using advanced Excel functions and financial modeling techniques.
• Assist in developing client deliverables, including expert reports, financial exhibits, and visual presentations.
• Conduct market, industry, and economic research using databases such as Capital IQ, PitchBook, and IBISWorld.
• Apply valuation methodologies (income, market, and asset-based approaches) and document underlying assumptions and rationale.
• Support expert witnesses and senior team members in preparing testimony and trial materials.
• Serve as a primary point of contact for assigned sections of client engagements, communicating effectively with internal and external stakeholders.
• Translate complex financial findings into clear, concise insights for clients, attorneys, and team members.
• Help manage engagement timelines, deliverables, and project budgets.
• Provide coaching and feedback to Associates, encouraging growth and continuous learning.
• Demonstrate professionalism, integrity, and confidentiality in all client interactions.
• Collaborate with team members across service lines to deliver comprehensive client solutions.
• Contribute to a positive team culture centered on learning, quality, and accountability.
• Participate in business development efforts, including proposal writing, marketing initiatives, and networking activities.
• Support the creation and enhancement of internal tools, templates, and methodologies to improve engagement quality and efficiency.
• Deliver internal trainings or contribute to firm-wide knowledge sharing.

Skills

Analytical thinking

Communication

Team collaboration

Education

Bachelor’s degree in Accounting, Finance, Economics, or related field

CPA/ASA/ABV/CVA designation preferred

Tools

Capital IQ

PitchBook

IBISWorld

Clio

Power BI

Tableau

Job description

Dean Dorton, based in Lexington, KY, seeks a Forensic and Valuation Services Consultant to perform complex financial analyses, assist in developing expert reports, and support testimony. You will lead defined sections of engagements, interpret data, and mentor Associates while expanding leadership and client-facing skills.

The role focuses on forensic accounting, business valuation, and litigation support with opportunities to contribute to firm-wide knowledge sharing, participate in business