Forensics Accounting Associate Director

LE001 Berkeley Research Group, LLC; Houston (TX); On-site; USD 180,000 - 250,000; Full time

Job summary

Bay Area BRG seeks a senior manager to lead complex financial investigations, forensic accounting, asset tracing, and fraud-related matters within the Disputes & Investigations practice. The role demands a highly motivated problem solver with exceptional analytical skills, strong organizational capabilities, and a desire to advance within a dynamic growing practice.

The candidate will oversee staff, plan engagements, and develop analytical solutions using a suite of research tools and models,

Qualifications

• Eight+ years of experience in a consulting firm in accounting or audit.
• CPA certification is required; CFE certification preferred for forensic accounting and investigations.
• Big 4 consulting experience in investigations.
• Strong understanding of accounting principles and financial statements.
• Proficiency with Excel and other Microsoft Office products.
• Experience with research software and relational databases; familiarity with data analysis tools.

Responsibilities

• Delegate assignments to staff, instruct and monitor progress, and review work products for completeness and accuracy.
• Plan and manage client engagements from small projects to larger investigations.
• Demonstrate creativity and efficient use of software tools, analytical methods, and models to develop solutions.
• Prioritize assignments to meet goals and deadlines.
• Analyze financial statements, ledgers, tax returns, and other documents to achieve engagement objectives.
• Prepare expert witness reports and analyses based on research and financial modeling.
• Perform detailed research and apply results to client deliverables.
• Analyze historical and projected financial information and develop financial and damage models.
• Organize case documents, create electronic libraries, and retrieve documents as necessary.
• Audit own work and team outputs for quality.
• Demonstrate strong verbal and written communication skills.
• Participate in group meetings, business development, staff training, recruiting, and office functions.
• Join a team environment to meet client deadlines and quality expectations.

Skills

Analytical thinking

Attention to detail

Leadership

Client management

Communication

Education

Bachelor's degree in accounting, finance, economics, or related field

CPA certification

CFE certification preferred

Tools

Excel

Microsoft Office

LexisNexis

Factiva

Bloomberg

Capital IQ

MS SQL Server

MySQL

Oracle

SAS

SPSS

Stata

R

Python

Job description

Role Overview

We are seeking a senior manager to lead complex financial investigations, forensic accounting, asset tracing, and fraud-related matters within BRG’s Disputes & Investigations practice. The role demands a highly motivated problem solver with exceptional analytical skills, strong organizational capabilities, and a desire to advance within a dynamic growing practice.

Key Responsibilities

• Delegate assignments to staff, instruct and monitor progress, and review work products for completeness and accuracy.
• Plan and manage all sizes of client engagements from small projects to larger investigations.
• Demonstrate creativity and efficient use of relevant software tools, analytical methods, and computer models to develop solutions.
• Prioritize assignments and responsibilities to meet goals and deadlines.
• Analyze financial statements, general ledgers, tax returns, and other financial documents to carry out the objectives of the engagement.
• Manage preparation of expert witness reports, supporting analyses and opinions based on industry research, data analysis, and financial modeling.
• Perform detailed research and analysis, including review of dispute-related documents and accounting standards, and apply results to client deliverables.
• Analyze historical and projected financial information and develop financial and damage models.
• Organize and maintain case documents and folders, create electronic libraries, and retrieve documents as necessary.
• Audit own work products and those of others to assure quality.
• Demonstrate strong verbal and written communication skills.
• Participate in group practice meetings, contribute to business development initiatives, staff training, recruiting, and other office functions.
• Participate in a team environment and meet client deadlines and quality expectations.

Required Qualifications

• Bachelor’s degree in accounting, finance, economics, or a related field.
• CPA required; CFE certification preferred for candidates with forensic accounting and investigations experience.
• Minimum eight (8+) years of experience working for a consulting firm in an accounting or audit capacity.
• Big 4 consulting experience in investigations.
• Strong understanding of accounting principles and financial statements, including debits and credits, statement of cash flow, income statement, balance sheet, and trial balance.
• Proven capability with Excel and other Microsoft Office products.
• Experience with research software such as LexisNexis, Factiva, JSTOR, Bloomberg, and Capital IQ; and/or proficiency with relational database programs (MS SQL Server, MS Access, MySQL, Oracle); and/or statistical analysis programs (SAS, SPSS, Stata, R, Python).

Compensation

Salary Range: $180,000 to $250,000 per year.

Equal Opportunity Employer

BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.