Data Analytics Forensics, Litigation, and Valuation Services Manager

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.

Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.

Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.

Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members 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.

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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.

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:


We are currently searching for a Data Analytics Forensic Accounting/Litigation - Manager to join our Forensics, Litigation & Valuation Services (FLVS) practice as a critical part of our talented, highly experienced team and work at the forefront of high-profile engagements.

Our team of specialists deliver high quality analysis and advice across the business lifecycle, from acquisition to exit.

As a manager, you will further develop extensive expertise mastering complex forensic accounting, litigation and other financial consulting skills.

This position will see the successful candidate conduct and prepare a wide range of financial analyses with minimal assistance.

A Forensic Accounting Manager 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 is innovative, a strategic thinker, enjoys solving hard problems, and uniquely curious.

They will be required to delegate and lead the work of other staff taking responsibility for the accuracy of their work.

Relies on experience and judgment to plan and accomplish goals.

Pro-actively manage own case load and that of the team, providing periodic update to Principals and clients.

Responsibilities:

• Manage complex spreadsheets.
• Manage, produce, and advise on complex economic damages analysis, working with attorneys and risk professionals, analysis of financial data, and creation of dynamic models, where appropriate, including those related to the allocation of insurance coverage, analysis of class action data sets;
• Lead meetings with client management teams and third-party stakeholders, both in person and virtually, or otherwise exhibit exceptional customer service in managing the engagement or supporting the go-to-market pursuit;
• Review and analyze damages models created and presented by others, objectively identifying strengths and weakness of the models and analysis presented, perform scenario analysis and hypothetical recalculations.
• Provide advisory support for growth initiatives, client development and client interaction.
• Manage, supervise and also perform review and analysis of subject company financial data to analyze historical and projected financial and operating trends;
• Manage the development and maintenance of financial models to analyze earnings, forecast outcomes, and evaluate scenarios, including enhancing tools and processes to innovate client support;
• Show creativity around deliverables, to ensure clients have best data presentation to aid understanding of complex issues.
• Lead and mentor junior team members by providing coaching, sharing knowledge, reviewing work, and preparing detailed performance evaluations inclusive of constructive feedback.
• Manage day-to-day project activities; establish appropriate leverage on project teams and assign/manage project responsibilities to team members
• 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 principal and client, including recommending solutions to any issues that need to be addressed

• Advanced proficiency in Microsoft Excel; ability to create and manage spreadsheets, work with formulas and functions, and analyze and manipulate data at an advanced level;
• Experience with data analytics and Tableau, Power BI or PowerPivot a plus.
• Bachelor's degree in finance, or business-related field ((Accounting, Economics, Mathematics, Statistics)
• 5+ years of relevant experience in finance, business advisory, or related field;
• CPA designation;
• Ability to prioritize and lead multiple projects while working under tight deadlines when necessary;
• Demonstrated analytical, problem-solving, organizational, interpersonal, project management and communication skills required;
• Demonstrated familiarity with US GAAP;
• Insurance related experience and economic damages experience is a plus
• 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, including experience in developing visual data demonstratives, presentations and charts
• Strong project management and facilitation skills
• Flexibility to travel to client site as needed and ability to work beyond core business hours

Required Skill Profession

Business Operations Specialists