Senior Manager, Forensic & Valuation Services

Senior Manager, Forensic and Valuations Services

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.

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