What are the responsibilities and job description for the Business Valuation and Forensics Manager position at LBMC?
This Business Valuation and Forensics Manager role is a great opportunity for anyone passionate about business valuation and financial forensics and is looking to step into a highly visible role with sophisticated clients.
Business Valuation Engagements encompass client operations across a wide range of industries, with emphasis on dealerships and family law. Forensic engagements include a variety of technically challenging work in the family law field with an emphasis on personal finance and taxes. You would be joining a progressive office in Nashville and receiving mentorship and support from seasoned industry professional in the market. High-performing candidates have a clearly defined path for advancement to leadership positions within LBMC.
SCOPE OF WORK
- Reviews and manages valuation support and financial forensic family law engagements, working collaboratively with clients and team members to ensure engagement expectations, budgets, and ensure timelines are met
- Perform and review private company valuation reports, governance documents, divorce valuation and rebuttal reports, and auto dealer valuation reports
- Perform complex financial and tax calculations in family law engagements and review personal financial documents and tax returns.
- Identifies the most effective means of meeting engagement objectives, including the use of technology and the right mix of procedures and personnel.
- Works diligently building relationships with key stakeholders at client organizations to continue to foster a long-term partnership between the LBMC Litigation and Valuation Department and external clients, attorneys, and bankers. High-performing individuals will be alert to client needs for the possible expansion of services to other LBMC Family of Company service lines
- Possess a thorough understanding of valuation theory application, documentation, specialty practice standards, applicable laws, and regulations to provide effective solutions to complex client issues
- Responsible for the development, mentorship and training of Staff and Seniors.
- Actively participates in thought leadership and practice development efforts of LBMC
- Adheres to LBMC’s defined processes and procedures including the firm's policy on privacy and client confidentiality.
IDEAL CANDIDATE PROFILE
- Bachelor Degree in Accounting, Finance, Economics, or a related field
- 6 years of progressive Business Valuation and financial forensic experience with a strong skillset in excel modeling.
- CPA
- Additional Industry certifications are a plus (ASA, CFE, CFA, ASA, CUA, ABV, FHFMA, CFF, CHFP, PFS, etc.)
- 2 years of leadership and training of Staff and Senior Analysts with a demonstrated increased level of responsibility and leadership accountability.
- Prefer (but not required) experience in divorce valuations and some understanding of fundamental issues including personal goodwill, marital/separate assets, and asset tracing and forensic accounting skills.
- Proven ability to work independently on projects and provide a high level of customer service to clients, attorneys, and general project stakeholders
- Prefer (but not required) experience in the financial and tax issues inherent in family law, including classification of property, calculations of income, calculations related to retirement and investments, and application of various personal tax concepts,
- Willingness to travel to client sites, as needed
