Managing Director, Litigation Valuation Leader

Job Summary:

The Valuation & Capital Market Analysis (“VCMA”) Managing Director is responsible for providing expert opinions on the value of businesses, securities, and other assets in the context of legal disputes.  In this role, the Managing Director is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments.  In addition, the Managing Director will be leading business development activities to grow this segment of the VCMA practice. 

Job Duties:

• Provides expert opinions on the value of businesses, securities, and other assets in legal disputes, including shareholder disputes, mergers and acquisitions, bankruptcy, and estate planning (probate)
• Provides expert witness testimony in court and other legal proceedings
• Conducts complex valuations and financial analysis, and prepares expert reports and other documentation to support expert opinions
• Executes personal business development plan in conjunction with practice leadership which includes building and maintaining relationships with clients and legal counsel, and participating in business development activities to grow the practice
• Understands how to work with Alliance Firms and coordinates with international firms as appropriate on opportunities as they arise
• Stays current on relevant regulations, legal cases, and best practices to ensure engagement teams are delivering high quality work
• Other duties as required

Supervisory Responsibilities:

• Supervises the day-to-day workload of VCMA staff on assigned engagements and reviews work product 
• Ensures VCMA staff are trained on all relevant valuation databases and models
• Evaluates the performance of VCMA staff and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback and completes performance evaluations for VCMA staff
• Acts as Career Advisor to VCMA staff, as appropriate

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor’s degree in Accounting, Finance, or Economics, required
• Master’s in Business Administration, preferred

Experience:

• Fifteen (15) or more years of experience in business valuation, with ten (10) or more years in litigation support, required
• Direct testifying experience – hearings, depositions, and trials, required

License/Certifications:

• CPA, CFA, ASA, or other valuation industry credential, required 

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required
• Experience with Capital IQ and Bloomberg, preferred

Languages:

• N/A

Other Knowledge, Skills, & Abilities:

• Superior verbal and written communication skills
• Superior analytical and research skills 
• Solid organizational skills, especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Ability to work in a deadline-driven environment and handle multiple projects simultaneously 
• Ability to effectively manage a team of valuation professionals and delegate work assignments as needed
• Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to successfully interact with professionals at all levels
• Ability to  travel within the US and internationally, required