Forensic, Litigation & Valuation Services Experienced Manager

at  Baker Tilly

Overview
BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. BTVK Advisory, and its affiliated entities, have operations in North America, South America, Europe, Asia, and Australia. BTVK Advisory’s ultimate parent entity, Baker Tilly US, LLP, is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
To be added to all ET through Experienced requisitions Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
This position will conduct and prepare a wide range of financial analyses with minimal assistance. A Forensic Accountant has a unique job which will require strong analytical, creative, investigative, research, and organizational skills, as well as familiarity with a variety of the field’s concepts, practices and procedures. This person will maintain excellent client relationships by delivering high quality customer service and competently completing client engagements. They will be required to delegate and lead the work of other staff. Relies on experience and judgment to plan and accomplish goals.

Responsibilities:

• Complete most engagements with minimum to no supervision. Will be responsible for directing staff, instructing them in work to be performed, reviewing their completed work and directing any necessary revisions or actions
• Conduct and perform forensic financial analyses, build models, maintain documents produced in insurance and some litigation, summarize depositions, assist in report writing, and perform quality control procedures on schedules and reports
• Make decisions on all but the most unusual or complex matters
• Discuss and outline problems/ issues with a Senior Manager, Director or Partner and then act on the preferred advice
• Determines engagement timelines, in conjunction with the engagement lead, and instructs assistants in time management methods allowing them to efficiently and effectively accomplish the Firm’s objectives
• Assume responsibility for all project phases related to the investigation of fraud, forensic accounting, or malfeasance. Applying insights and knowledge of fraud and investigation issues and processes to enable clients to solve complex, sensitive matters.
• Manage day-to-day project activities; establish appropriate leverage on project teams and assign/manage project responsibilities to team members
• Develop and maintain excellent client relationships
• Participate in Firm business development efforts, including the development of presentations, proposals and qualifications packages
• Represents Firm at business and community functions in order to maintain current, acquire new and expand existing client relationships
• Represents Firm through involvement in professional, recruiting, charitable and /or civic organizations
• Carry out the quantification of claims on behalf of Insurers, Loss Adjusters, Lawyers and others
• Analyze data and financial / non-financial information and apply a forensic approach to the work
• Prepare clear, concise reports which can be understood by non-accountants
• Be flexible and responsive to client needs, in particular being available for meetings at times and places stipulated by the client. This can involve working long days and tight deadlines
• Contribute to the general management of the Consulting Practice and develop and implement a personal plan which sets goals for professional and practice development
• Organizes the appropriate resources to ensure timely delivery of a high quality Baker Tilly work product within budget or obtains additional increases as needed
• Has a comprehensive understanding of the work at hand to effectively and efficiently provide detailed explanations to the supervising Partner and client, including recommending solutions to any issues that need to be addressed

Qualifications

• A Bachelor’s degree in Accounting or a related field is required
• A minimum of 5+ years of relevant experience is required
• A record of progressively increasing knowledge, skill, responsibility and independence
• Experience in forensic accounting and insurance is strongly required
• CA, ACCA, CPA, CFE or other related certification is required
• Individuals in this position must have demonstrated computer skills and experience with accounting software is required
• Demonstrated analytical, problem-solving, organizational, interpersonal, communication skills and solid Microsoft Suite skills required
• Experience with data analytics and Tableau, Power BI or PowerPivot a plus.
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties
• The ability to work effectively in a team environment and comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
• Relevant skills in project execution with hands on experience in the full life-cycle of a project
• Excellent written/verbal communications and collaboration skills
• Strong project management and facilitation skills
• Flexibility to travel to client site as needed and ability to work beyond core business hours

• Complete most engagements with minimum to no supervision. Will be responsible for directing staff, instructing them in work to be performed, reviewing their completed work and directing any necessary revisions or actions
• Conduct and perform forensic financial analyses, build models, maintain documents produced in insurance and some litigation, summarize depositions, assist in report writing, and perform quality control procedures on schedules and reports
• Make decisions on all but the most unusual or complex matters
• Discuss and outline problems/ issues with a Senior Manager, Director or Partner and then act on the preferred advice
• Determines engagement timelines, in conjunction with the engagement lead, and instructs assistants in time management methods allowing them to efficiently and effectively accomplish the Firm’s objectives
• Assume responsibility for all project phases related to the investigation of fraud, forensic accounting, or malfeasance. Applying insights and knowledge of fraud and investigation issues and processes to enable clients to solve complex, sensitive matters.
• Manage day-to-day project activities; establish appropriate leverage on project teams and assign/manage project responsibilities to team members
• Develop and maintain excellent client relationships
• Participate in Firm business development efforts, including the development of presentations, proposals and qualifications packages
• Represents Firm at business and community functions in order to maintain current, acquire new and expand existing client relationships
• Represents Firm through involvement in professional, recruiting, charitable and /or civic organizations
• Carry out the quantification of claims on behalf of Insurers, Loss Adjusters, Lawyers and others
• Analyze data and financial / non-financial information and apply a forensic approach to the work
• Prepare clear, concise reports which can be understood by non-accountants
• Be flexible and responsive to client needs, in particular being available for meetings at times and places stipulated by the client. This can involve working long days and tight deadlines
• Contribute to the general management of the Consulting Practice and develop and implement a personal plan which sets goals for professional and practice development
• Organizes the appropriate resources to ensure timely delivery of a high quality Baker Tilly work product within budget or obtains additional increases as needed
• Has a comprehensive understanding of the work at hand to effectively and efficiently provide detailed explanations to the supervising Partner and client, including recommending solutions to any issues that need to be addresse