CBIZ
Forensic Accounting & Litigation Supervising Senior | Business Valuation
CBIZ, San Diego, California, United States, 92189
Status Category:Full-Time
Exempt/Non-Exempt:Exempt
Scheduled Hours Per Week:40
Job Code:FS249FO
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 NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work Certification
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.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 DutiesPerformance 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 methodsPerform industry research including comparable publicly-traded companies (using Capital IQ), M&A transactions, industry trends and financial conditions of peer companiesConduct market research using Internet analytics, comparable licensing transactions, social media analytics, brand and patent research toolsWrite and review valuation reportsContribute to activities at the senior level including interfacing with associates for project management, time management, and general supervision and guidanceMaintain and build team's knowledgeable of relevant statutory codes and valuation best practicesIdentify 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 clientsAssist in preparation of exhibits and background information for expert witness testimonyMaintain and comply with highest degree of professional standards, client confidentiality and personal conduct.
Preferred QualificationsExcellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environmentHigh level of proficiency with Microsoft Excel, Word, and PowerPointFamiliarity with CapitalIQ, ktMINE, Royalty Source, Deal Stats, Google Analytics and other research toolsStrong quantitative and analytical skills. Ability to analyze large data sets and simplify/translate into a visual format
Minimum Qualifications RequiredBachelor's degree required; Master's degree preferredA minimum of two years of experience with valuations of business entities and financial analysis and researchProgress 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 deadlinesStrong 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.#LI-MC2 #LI-Onsite #CBIZAdvisoryCBIZ.Jobs Category: AdvisoryREASONABLE ACCOMMODATIONIf you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.EQUAL OPPORTUNITY EMPLOYERCBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.PAY TRANSPARENCY PROTECTION NOTIFICATIONNotice to Third-Party AgenciesCBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Exempt/Non-Exempt:Exempt
Scheduled Hours Per Week:40
Job Code:FS249FO
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 NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work Certification
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.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 DutiesPerformance 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 methodsPerform industry research including comparable publicly-traded companies (using Capital IQ), M&A transactions, industry trends and financial conditions of peer companiesConduct market research using Internet analytics, comparable licensing transactions, social media analytics, brand and patent research toolsWrite and review valuation reportsContribute to activities at the senior level including interfacing with associates for project management, time management, and general supervision and guidanceMaintain and build team's knowledgeable of relevant statutory codes and valuation best practicesIdentify 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 clientsAssist in preparation of exhibits and background information for expert witness testimonyMaintain and comply with highest degree of professional standards, client confidentiality and personal conduct.
Preferred QualificationsExcellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environmentHigh level of proficiency with Microsoft Excel, Word, and PowerPointFamiliarity with CapitalIQ, ktMINE, Royalty Source, Deal Stats, Google Analytics and other research toolsStrong quantitative and analytical skills. Ability to analyze large data sets and simplify/translate into a visual format
Minimum Qualifications RequiredBachelor's degree required; Master's degree preferredA minimum of two years of experience with valuations of business entities and financial analysis and researchProgress 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 deadlinesStrong 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.#LI-MC2 #LI-Onsite #CBIZAdvisoryCBIZ.Jobs Category: AdvisoryREASONABLE ACCOMMODATIONIf you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.EQUAL OPPORTUNITY EMPLOYERCBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.PAY TRANSPARENCY PROTECTION NOTIFICATIONNotice to Third-Party AgenciesCBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.