Education/Experience:

• Bachelors degree in Accounting or related field.
• Active CPA license required.
• 3-5 years accounting experience in a consulting, financial services or public accounting company.
• Minimum 2 years business valuation experience with a public accounting or consulting environment.
• Expertise in broad based business and financial valuations, multi-discipline appraisals, and fairness opinions, especially those of closely held companies, focusing on federal and state tax, financial report, and estate planning, as well as for tangible and intangible assets including purchase price allocations, intellectual property, ESOPs, and estate and gift and other non litigation valuations.
• Understanding of financial theory, general accounting issues, and GAAP.
• Experience in corporate and individual income taxes. 

Litigation Support:

• Consult on large and complex litigated disputes and provide financial insight and clarity to counsel during all stages of a business dispute, from case theory development and discovery to expert witness testimony.
• Serve as consultant to attorneys, assist in preparing questions for discovery and deposition of potential witnesses, serve as an expert witness, assist in reviewing and refuting the testimony and analysis of other expert witnesses, design court exhibits, and participate in depositions and court as necessary. 

Valuation Support:

• Manage and apply business valuation approaches and methods to a variety of tangible and non tangible assets, including equity valuations, option analysis, and purchase allocations.
• Manage the assembly, maintenance, and finalization of working papers that support valuations.
• Perform valuations for privately held companies and/or high wealth individuals for purposes of damages litigation, marital dissolution, estate and gift taxes, stockholder disputes and other business dispute cases.
• Help companies and individuals define, measure and articulate the value of their assets by providing independent and well-supported valuation reports based on economic and industry research and financial appraisal analysis and modeling. 

Other:

• Manage and perform data and document intensive financial analysis and modeling / projections, strategic analysis, economic and statistical analysis, due diligence, valuation analysis, damage calculations and analysis, GAAP, litigation support, industry research, and related investigative assignments.
• Assist in selling a business pursuant to a settlement.
• Assist in compiling “Tax Affected” marital estates.
• Financial analysis to determine separate property interests.
• Write business valuation and litigation support reports.
• Perform company, industry and economic research.
• Assess operational profitability and financial condition.
• Develop and review cash flow forecasts.
• Navigate public company databases and filings.
• Write narrative reports to support valuation appraisal analysis.