Forensic & Valuation Services Consultant

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

About Dean Dorton

Dean Dorton is a leading professional services firm spanning certified public accounting, business advisory, and technology solutions. We are your partners in redefining success through innovation and data-driven strategies. Our experts provide an integrated suite of audit, tax, business management, consulting and technology solutions to companies both domestic and international. We help our clients strategize, adapt, and change in every stage of business, from startup and growth to succession planning and everything in between.

Our core values guide how we work, lead, and support one another every day. They are:

• Integrity - We do the right thing, integrity guides our decisions.
• Relationships - We value people, relationships drive our impact.
• Collaboration - We win as one team, collaboration fuels our success.
• Growth - We stay curious, growth is our mindset.

About the Team

Dean Dorton’s Forensic and Valuation Services (FVS) team helps clients navigate complex financial situations with confidence and clarity. Through forensic accounting, business valuation, and litigation support, our professionals provide trusted insight during investigations, disputes, and strategic decision-making events. Combining deep technical expertise with sound judgment, the team delivers credible analyses, defensible results, and objective guidance when the stakes are high.

About the Role

The FVS Consultant serves as a key contributor to client engagements, performing complex financial analyses and supporting expert testimony and advisory work. This role involves increasing responsibility for client interaction, project execution, and technical analysis.

As a Consultant, you will lead defined sections of engagements, analyze and interpret financial and operational data, and assist in developing expert reports and courtroom exhibits. You will also mentor Associates, manage portions of projects, and help strengthen the FVS practice through continuous process improvement and knowledge sharing.

This position is ideal for a professional with a strong technical foundation who is ready to expand their expertise in forensic accounting, business valuation, and litigation support while developing leadership and client-facing skills.

Essential Duties & Responsibilities

Technical

Definition: Specialized knowledge and expertise associated with the work performed for or with clients.

• 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.

Behavioral

Definition: The behaviors associated with performing your job (interpersonal and leadership skills).

• 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.

Non-Charge

Definition: Contribution made to Dean Dorton outside of client work.

• 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.
• Engage in professional development and continuing education related to valuation and forensic practices.
• Represent Dean Dorton at professional and industry events to strengthen visibility and relationships.
• Participate in firm committees or initiatives that advance the culture and strategic goals of Dean Dorton.

Experience & Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field required.
• CPA, ASA, ABV, or CVA designation preferred (or actively pursuing).
• Minimum of two (2) to four (4) years of experience in public accounting, valuation, consulting, or forensic accounting.
• Strong technical foundation in valuation methods, financial modeling, and forensic analysis.
• Excellent analytical, problem-solving, and written/oral communication skills.
• Experience collaborating with legal counsel, external auditors, or expert witnesses is a plus.

Software & Tools

• Microsoft Excel and Word (advanced proficiency required).
• Experience with databases such as Capital IQ, PitchBook, and IBISWorld.
• Familiarity with case management systems (e.g., Clio) preferred.
• Experience with data visualization tools (e.g., Power BI, Tableau) desirable.
• Microsoft Teams and Smartsheet for collaboration and workflow management.

The Fun Stuff

Work isn’t all work! We want to make your experience at Dean Dorton a great one. From your health and happiness to your long-term satisfaction, we focus on YOU! A few highlights are listed below:

• Flexible work schedules and environment
• Unlimited Paid Time Off (PTO)
• Paid family leave, medical leave, and maternity/paternity leave programs
• Retirement benefits, including a best-in-class employer match and automatic profit sharing.
• Telemedicine, mental health resources and wellness program reimbursement

Dean Dorton is an Equal Opportunity Employer. We’re committed to growing and empowering an inclusive community within Dean Dorton and our industry which is why we hire and cultivate diverse teams of the best and brightest from all backgrounds, experiences, and perspectives across our organization.