Forensic Accounting & Litigation Associate analyzing financial statements and assisting in legal cases. Engage with clients from start to finish in forensic accounting and litigation processes.
About the role
- Forensic Accounting Associate performing valuation analyses and appraisals at CBIZ. Creating forensic models and assisting in expert witness testimony preparation while adhering to professional standards.
Responsibilities
- Performance of preliminary valuation, forensic, and appraisal analyses, including development of comparative adjusted financial statements and data input for expert witness exhibits.
- Knowledgeable of the relevant statutory and family codes and their applicability to accounting principles in performance of forensic accounting.
- Participate in client assignments from beginning to end.
- Create forensic and economics models for presentation of forensic standard accounting system.
- Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements.
- Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients
- Assist in preparation of exhibits and background information for expert witness testimony
- Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct.
- They will participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to clients expectation
Requirements
- Bachelor's degree
- Must have completed at least one busy season
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
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