Senior Manager, Forensic and Valuation Services

Full-time

Description

GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture.

We have been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting for several years running and we earned the title of Employer of Choice in the Charlotte market. We believe in making a positive impact on our community, and that sense of purpose permeates everything we do.

GreerWalker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community.

As part of our team, you'll have access to a wide range of learning opportunities. You'll enjoy engaging client work, minimal travel, and exposure to various industries. We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive.

Your life fits at GreerWalker.

Requirements

JOB RESPONSIBILITIES:

Manage client engagements by acting as the key client contact and relationship manager

Supervise staff and provide on-the-job training, coaching, and mentorship

Willingness and ability to prepare expert reports and testify in depositions and courtroom settings

Develop a practice area niche, where candidate is the recognized go to expert

Prepare and review client-ready workpapers and reports

Perform valuation, damages, and solvency analyses with effective and organized documentation and support

Anticipate problem areas and questions that will arise during a project

Keep Partners informed of key issues and offer effective and creative solutions to client challenge

Communicate progress of projects, problems, and resolutions to clients

Assist in developing and training staff by providing formal and informal feedback and evaluations, coaching, and assisting with personal development plans

Participate in business development by identifying, developing, and managing new and existing client relationships and through active participation in industry groups, providing and developing training, developing marketing materials such as white papers, and growing a professional network

Identify cross-selling opportunities and refer them to other professionals, if necessary

Prepare and review client billing and monitor time and budgets

QUALIFICATIONS:

7 to 20 years of professional experience with experience in valuation, litigation support, and/or forensic accounting

Experience preparing valuation reports and/or expert reports

Excellent project management, analytical, interpersonal, oral, and written communication skills

Ability to function in a team environment

Superior client service focus

Ability to thrive and adapt in a fast-paced, dynamic environment

Integrity, dependability, and trustworthiness

Ability to succinctly communicate and document procedures performed

EDUCATION and CERTIFICATIONS:

Bachelor’s degree in Accounting, Finance or Economics with a demonstrated aptitude in quantitative and qualitative analysis

Accounting and valuation credentials or substantial progress toward such credentials required (ASA, CPA/ABV/CFF, CVA, CFE, CIRA)

WORKING CONDITIONS:

Occasional travel for work at clients’ offices using a personal vehicle

Moderate overtime throughout the year with heavier overtime required during certain business cycles