Director of Forensic Advisory & Business Valuation

Job Description

Position Summary:

The Director of Forensic, Advisory and Business Valuation serves as a strategic leader within the firm, responsible for overseeing the planning, execution, and delivery of forensic investigations, litigation support, advisory engagements, and business valuation services. This individual will manage client relationships, lead complex engagements, mentor and supervise professional staff, and contribute to business development efforts. The Director will work closely with Partners and play a critical role in driving the growth and quality of the firm’s forensic, advisory and valuation service lines.

Key Responsibilities:

• Business valuations, provide strategic leadership and oversight across all phases of advisory engagements, forensic accounting investigations, and litigation support projects.
• Collaborate with other departments, including audit and tax, to deliver comprehensive, cross-disciplinary solutions to clients.
• Oversee the development and analysis of financial models, industry research, market assessments, and data analytics to support litigation and valuation findings.
• Offer technical expertise on complex accounting, valuation, and forensic issues in compliance with GAAP, AICPA standards, and applicable regulatory frameworks.
• Lead client engagements and act as the primary liaison with clients and attorneys, offering high-level guidance on case strategy, discovery, document review, and expert testimony preparation.
• Review and deliver expert reports, including damage calculations, rebuttals, demonstrative exhibits, and valuation conclusions, ensuring accuracy, clarity, and defensibility.
• Mentor, coach, and manage team members, fostering a high-performance, collaborative culture focused on continuous professional growth.
• Support business development initiatives, including proposal preparation, networking, and the expansion of forensic, advisory and valuation services.
• Stay actively involved in professional organizations and maintain current knowledge of developments in the forensic, accounting, and valuation fields.
• Ensure projects are completed on time, within budget, and in accordance with the firm’s quality standards.
  
  

Education and Minimum Requirements:

• Active CPA license required.
• CFF (Certified in Financial Forensics), CFE (Certified Fraud Examiner), ABV (Accredited in Business Valuation), or CVA (Certified Valuation Analyst) strongly preferred.
• Prefer 10 years of progressive experience in forensic accounting, litigation support, and/or business valuation.
• Proven leadership experience managing complex engagements and supervising professional staff.
• Exceptional communication, presentation, and relationship-building skills.
• Strong project management skills, with the ability to manage multiple priorities and deadlines.
• Demonstrated business development success preferred.
• Proficiency in relevant financial, accounting, and data analysis software.
  
  

Company Description

You will have the opportunity to work directly with experienced professionals, gain exposure to a diverse client base, and develop both technical and leadership skills in a supportive environment. We are committed to helping our team members build long-term, successful careers in public accounting. We are one of the largest locally-owned CPA firms. Wegmann Dazet has ten partners and about 80 total professionals. We manage and assist with the tax, financial, and accounting needs for clients in several industries. Since 1979 Wegmann Dazet has been a trusted partner of businesses and their owners who realize that our expertise can be one of their assets. The Firm’s history, however, goes back over 80 years. Visit our website for more of our history, at https://wd.cpa/history/

You will have the opportunity to work directly with experienced professionals, gain exposure to a diverse client base, and develop both technical and leadership skills in a supportive environment. We are committed to helping our team members build long-term, successful careers in public accounting. We are one of the largest locally-owned CPA firms. Wegmann Dazet has ten partners and about 80 total professionals. We manage and assist with the tax, financial, and accounting needs for clients in several industries. Since 1979 Wegmann Dazet has been a trusted partner of businesses and their owners who realize that our expertise can be one of their assets. The Firm’s history, however, goes back over 80 years. Visit our website for more of our history, at https://wd.cpa/history/