Remote Senior Manager, Valuation & Forensic Accounting

Insight Forensic & Valuation Services; United States; Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Paid time off

Professional development support

Job summary

Insight Forensic & Valuation Services, LLC (Insight FVS) is a boutique financial consulting firm specializing in business valuation, forensic accounting, economic damages, and litigation support nationwide.

We are seeking an experienced Manager, Business Valuation & Forensic Accounting to lead complex engagements, supervise professional staff, and ensure timely delivery of technically sound analyses and reports.

Qualifications

• At least seven years of progressively responsible experience in business valuation, forensic accounting, economic damages, or related financial advisory services.
• Experience independently managing engagements and supervising professional staff.
• Advanced technical expertise in at least one principal service area, with working knowledge of related disciplines.
• Strong budgeting, project management, and profitability skills.
• Advanced Microsoft Excel proficiency and strong Word skills.

Responsibilities

• Manage business valuation engagements involving shareholder and partnership disputes, marital dissolution, commercial litigation, gift and estate tax planning, business succession, and transaction advisory.
• Direct and review the application of income, market, and asset-based valuation approaches.
• Review historical financial analyses, normalization adjustments, financial projections, discount rates, valuation models, and supporting schedules.
• Evaluate financial statements, tax returns, accounting records, economic conditions, industry research, and relevant market data.
• Identify significant valuation issues, evaluate alternative methodologies, and develop defensible conclusions.
• Review valuation reports and supporting workpapers for technical accuracy, consistency, completeness, and compliance with applicable professional standards.
• Manage forensic accounting investigations involving disputed financial activity, suspected fraud, misappropriation of assets, accounting irregularities, and complex financial transactions.
• Direct financial tracing, transaction analysis, financial reconstruction, and examination of accounting records.
• Manage economic damages analyses, including lost profits, lost business value, and other financial losses arising from commercial disputes.
• Review expert reports, rebuttal analyses, investigative findings, and supporting exhibits.
• Work with attorneys and testifying experts on financial discovery, deposition preparation, mediation, arbitration, and trial support.
• Evaluate opposing expert analyses and identify methodological weaknesses, unsupported assumptions, and financial inconsistencies.
• Assume day-to-day responsibility for assigned engagements from planning through completion.
• Prepare engagement budgets by phase, task, and staff level, including estimated hours, anticipated fees, staffing requirements, and completion milestones.
• Submit engagement budgets and material changes for Managing Partner approval.
• Develop engagement work plans, assign responsibilities, establish deadlines, and coordinate staff resources.
• Monitor actual hours against approved budgets and forecast remaining hours and anticipated fees.
• Identify and explain budget variances, scope changes, delays, and inefficiencies, and recommend corrective actions.
• Monitor work in process, realization, utilization, and engagement profitability.
• Escalate material technical, financial, or scheduling issues promptly, with recommended solutions.
• Ensure that deliverables are completed efficiently and in accordance with engagement requirements.
• Supervise, delegate to, and review the work of Senior Associates and Associates.
• Set clear expectations for assignments, budgets, deadlines, analytical quality, and documentation.
• Provide timely technical guidance, constructive feedback, and ongoing coaching.
• Identify staff competency gaps and recommend appropriate training and development.
• Develop Senior Associates' ability to supervise Associates, manage workstreams, and exercise independent judgment.
• Evaluate staff performance and provide substantive input into development plans and performance reviews.
• Promote accountability, collaboration, professional skepticism, and continuous improvement.
• Conduct substantive reviews of analyses, models, reports, and workpapers before submission to the Managing Partner.
• Identify material errors, unsupported assumptions, methodological deficiencies, and inconsistencies.
• Ensure that conclusions are supported by the underlying financial evidence and applicable professional standards.
• Maintain organized, complete, and appropriately documented engagement files.
• Recommend and implement improvements to financial models, report templates, investigative procedures, and engagement workflows.
• Reduce avoidable rework through effective planning, delegation, supervision, and review.
• Serve as a primary day-to-day contact for attorneys, clients, and other engagement stakeholders, as appropriate.
• Lead routine engagement discussions, information requests, and progress communications.
• Explain complex financial analyses clearly and professionally.
• Provide the Managing Partner with substantive updates concerning engagement performance, technical issues, staffing, budgets, and upcoming deadlines.
• Support engagement scoping, proposals, client meetings, and professional relationship development.
• Participate in networking and business development activities and maintain appropriate CRM records and follow-up.

Education

Bachelor's degree in accounting/finance

CPA or equivalent credential

Job description

Insight Forensic & Valuation Services, LLC (Insight FVS) is a boutique financial consulting firm specializing in business valuation, forensic accounting, economic damages, and litigation support nationwide.

We are seeking an experienced Manager, Business Valuation & Forensic Accounting to lead complex engagements, supervise professional staff, and ensure timely delivery of technically sound analyses and reports.