Job Description

The Vertex Companies, LLC (VERTEX) is a global $150M professional services firm that offers integrated forensic consulting, expert witness services, construction project advisory, and compliance and regulatory consulting to a myriad of markets and industries. Our brand purpose is to better outcomes for our clients, colleagues, and communities. Join us if you are looking for a career that offers you a chance to love what you do, continuously learn, and take pride in your work.

Job Description

The Manager, Forensic Accounting will assist their assigned Director with leading and managing assigned resources in support of achieving the defined overall practice area/ practice division strategy, and in meeting or exceeding defined financial performance and revenue generation targets. They are responsible for project management, people leadership, oversight of production of work product, and appropriate levels of communication with client contacts as assigned or requested. They will support the success of their entire assigned practice area/practice division as the highest priority, regardless of any assigned subpractice area focus, or specific client engagement or relationship. They will lead and manage assigned assets in a manner that models the Company’s core values and inspires and encourages goal achievement through empowerment, learning, and creativity among the team.

Operations

• Lead and manage forensic accounting assignments, including business interruption, lost profits, financial disputes, litigation support, damage quantification, fraud, and surety matters.
• Conduct complex financial analysis and develop clear, well-supported conclusions and expert reports.
• Lead and manage in support of strategic plans that align with the organization’s vision and defined business objectives
• Assist in preparing expert witness testimony and may testify in depositions or court proceedings.
• Responsible for leading and managing in alignment with the development of the overall practice in achieving profit objectives
• Support construction of strong cross-functional teams to achieve success in shared goals, understanding that multiple perspectives and talents build stronger teams and results
• Manage assigned projects consistent with contracts and proactively alert assigned Director to any potential challenges or issues
• Ensure compliance of operations with all local, state and Federal (and International, if applicable) regulations, as well as compliance with company policy 
• Ensure consistent high quality on deliverables for the practice
• Other duties as assigned

Business Development, Leadership, Management

• Responsible for supporting assigned Director in meeting or exceeding the defined annual budget for the entire practice area/practice division (including proactive management of assigned resources to meet or exceed defined utilization targets, oversight of execution of profitable engagement work streams, and communication with clients as assigned or requested)
• Responsible for managing and leading the execution of any new accounts and supporting the retaining and expansion of existing engagements to achieve sales goals
• Effectively delegate assignments to assigned direct reports, instruct and monitor progress, and ensure work product is consistently high quality
• Support Director in proactive monitoring of all relevant data such as utilization, Accounts Receivable, discretionary spending, etc.
• Meet or exceed defined individual average utilization goals (and incorporating consideration of individual revenue targets) as set forth by company leadership
• Directly manage, mentor and develop a team of assigned direct reports in a “lead by example” manner, with emphasis on creating a team and culture that is empowered to execute
• Responsible for learning business development methodology and for being proactive in supporting assigned Director with drafts of relevant work documents (reports, presentations) or client communications
• Lead team of assigned staff members to establish and drive towards defined objectives and key results (OKRs).
• Travel as necessary to support client, employee, and leadership needs.
• Establish quality control of service delivery, maintaining an excellent reputation of quality
• Lead and manage in a manner that assists with rapid identification and escalation to Director of any client, team member or operational challenges

Qualifications

• Bachelor’s degree in Accounting, Economics, or Finance
• Minimum of 5 years’ industry experience
• CPA (Certified Public Accountant) strongly preferred but not required; CFE (Certified Fraud Examiner), CFF (Certified in Financial Forensics), or equivalent certification strongly preferred

Knowledge & Skills

• Experience with legal proceedings, depositions, and courtroom testimony is a plus.
• Proven track record of customer relationship management and staff management and development · Demonstrated leadership skills
• Experience in ability to communicate effectively (written and verbal) with co-workers, clients, subcontractors, and vendors
• Able to provide oversight and direction to assigned staff
• Strong leadership, communication and organizational skills
• Strong analytical and problem-solving skills
• Developing increased emotional intelligence to work effectively with a wide variety of individuals at all levels, both internally and externally
• Able to handle multiple priorities and perform consistently and positively under high stress conditions
• Knowledge of computer operations and standard software packages (word processing, spreadsheets, Adobe) is required
  • Advanced Excel skills are required
• Providing a reliable work product review for technical deliverables

Additional Information

All your information will be kept confidential according to EEO guidelines.

VERTEX offers a solid total compensation package including base salary and discretionary bonus plan. We also offer a robust benefits package including, healthcare (with multiple plan options) and dental; Company-paid Life Insurance, Short Term Disability, and Long-Term Disability. We offer a 401k plan with immediate match and vesting, Flex Spending Account, Employee Assistance Program, and other perks. We provide a generous paid time off plan for eligible employees including 15 days of vacation, 64 hours of sick time, and 9.5 paid holidays (prorated for eligible part-time employees). Our “Lifetime of Learning” program also offers tuition reimbursement and additional support for pursuing advanced education, to help employees grow their skills and careers.

VERTEX is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you require assistance to complete any part of the application process, please contact our Recruiting team at [email protected] .

NOTICE TO THIRD PARTY AGENCIES:

Please note that VERTEX does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, VERTEX will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, VERTEX explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of VERTEX.

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