SCOPE OF WORK

As a member of the Litigation & Valuation practice, this individual will primarily work with our family law team conducting valuations for martial dissolution as well as gift and estate tax planning
Act as client consultant throughout the determination of services needed, engagement timeline planning, delegation of tasks to additional team members, resolution of project roadblocks, and presentation of all findings
Perform diversified FVS assignments utilizing customized financial models or pre-prepared templates to present findings from historical financial statements and comparable company financial analysis compilations
Collect appropriate data from internal and external sources (client documents, FactSet, government data, etc.) and perform research on economic, industry and market trends impacting the entity being analyzed
Continue to develop technical skills in business valuation as work experience increases and apply those skills to work performed for clients
Sees training and development of Staff Analysts as important part of job and necessary in order to progress to a manager level position with the firm
Works diligently building relationships with referral sources (e.g., attorneys and bankers) to continue to foster a long-term partnership between the Litigation and Business Valuation Department and external clients. High-performing individuals will be alert to client needs for the possible expansion of services to other service lines