Forensic Accounting & Litigation Supervising Senior Business

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ is honored to be the recipient of several national recognitions for 2023:

Best and Brightest Companies to Work for in the Nation

Top Workplaces USA

Top Workplaces – Financial Services Industry

Best and Brightest Companies in Wellness

Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

The Forensic and Litigation Associates work as a member of the Client Services group and can expect a diverse experience ranging from accounting procedures for litigation engagements to the performance of business appraisal and valuation services. This position performs many duties of an advance level forensic accountant including working directly for corporate clients, under the supervision of upper level management.

Essential Functions and Primary Duties

Performance of valuation, appraisal and financial analyses, including development of schedules and exhibits for expert testimony.

Design, prepare and review valuation and spread sheet models including: weighted average cost of capital; discounted cash flow (DCF); guideline public company; relief from royalty and M&A transaction methods

Perform industry research including comparable publicly-traded companies (using Capital IQ), M&A transactions, industry trends and financial conditions of peer companies

Conduct market research using Internet analytics, comparable licensing transactions, social media analytics, brand and patent research tools

Write and review valuation reports

Contribute to activities at the senior level including interfacing with associates for project management, time management, and general supervision and guidance

Maintain and build team’s knowledgeable of relevant statutory codes and valuation best practices

Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements.

Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients

Assist in preparation of exhibits and background information for expert witness testimony

Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct.

Preferred Qualifications

Excellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environment

High level of proficiency with Microsoft Excel, Word, and PowerPoint

Familiarity with CapitalIQ, ktMINE, Royalty Source, Deal Stats, Google Analytics and other research tools

Strong quantitative and analytical skills. Ability to analyze large data sets and simplify/translate into a visual format

Minimum Qualifications Required

Bachelor’s degree required; Master’s degree preferred

A minimum of two years of experience with valuations of business entities and financial analysis and research

Progress towards professional certification such as CPA, ASA, CFA, CVA, etc.

Solid oral and written communications skills (including ability to develop narrative valuation/expert reports and other client communication materials)

Effective organizational skills and ability to manage multiple projects simultaneously to meet fluctuating deadlines

Strong attention to detail

The annual salary target for this job in this market is $95,000 - $111,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

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