Forensic Accounting Managing Director at Crowe Advisory LLC | CA, US | Rezi

Forensic Accounting Managing Director at Crowe Advisory LLC

Forensic Accounting Managing Director

Crowe Advisory LLC · CA, US

2 days ago

Forensic Accounting Managing Director

Crowe Advisory LLC · CA, US

3 days ago
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About the Role

Crowe offers a meaningful and rewarding career with flexibility to balance work and life. We foster an inclusive culture where employees are valued, supported, and have equitable access to growth opportunities. Join us to shape the future of our industry through innovation.

Responsibilities

  • Lead complex economic damages and financial analyses in commercial disputes, including lost profits, breach of contract, intellectual property, business interruption, and shareholder disputes.
  • Develop, review, and defend sophisticated damages, valuation, and financial models using financial statements, transaction-level data, forecasts, and market information.
  • Evaluate opposing expert analyses, damages theories, assumptions, and methodologies, identifying strengths, weaknesses, and alternative approaches.
  • Lead litigation support engagements from early case assessment through expert reports, depositions, arbitration, and trial, including preparation of expert exhibits and demonstratives.
  • Apply forensic accounting and investigative techniques for disputes involving fraud, accounting irregularities, or asset tracing.
  • Utilize quantitative analysis and data analytics to support damages calculations, forensic investigations, and post-acquisition disputes.
  • Conduct engagements in compliance with professional, legal, regulatory, and firm requirements.
  • Manage a broad spectrum of matters including investigations, litigation support, post-acquisition disputes, and insurance claims.
  • Position the team for successful engagement execution, quality results, and client satisfaction by managing resources, processes, and anticipating/resolving issues.
  • Serve as a senior advisor to clients and counsel, translating complex financial and accounting issues into clear, defensible analyses and litigation strategies.
  • Lead engagement execution, including scope, workplan, staffing, budgets, quality, risk management, expert-report development, and client satisfaction.
  • Manage engagement setup and completion activities, including conflicts, engagement letters, billing, and collections.
  • Develop and maintain trusted relationships with outside counsel, in-house legal teams, executives, and senior client stakeholders.
  • Recruit, mentor, and develop professionals within the damages and Disputes & Investigations team.
  • Originate and expand economic damages and litigation support engagements through an established network of law firms, corporate clients, and referral relationships.
  • Build Crowe’s market position in economic damages and litigation support, aiming to become a recognized testifying expert.
  • Identify opportunities to expand existing client relationships and cross-sell Crowe capabilities across forensic accounting, investigations, digital forensics, and other Advisory services.
  • Collaborate with Crowe partners and leaders across Advisory to identify disputes, litigation, and expert-services opportunities.
  • Maintain and expand an external network of attorneys, experts, corporate decision-makers, and industry contacts.
  • Represent Crowe through relevant legal, accounting, damages, and industry organizations, conferences, and thought-leadership activities.
  • Develop a recognized area of expertise within economic damages and litigation support and contribute to Crowe industry and market initiatives.
  • Draft, review, and support expert reports, rebuttal reports, declarations, presentations, and trial demonstratives.
  • Present complex financial concepts and conclusions to attorneys, executives, boards, arbitrators, judges, and juries.
  • Serve as a senior client and counsel contact and provide deposition, arbitration, and trial testimony as an expert witness.

Requirements

  • Bachelor’s degree in Accounting, Finance, Economics, Business, or a related quantitative field required.
  • CPA, CFA, CFF, ABV, CVA, CFE, or other relevant professional credential strongly preferred.
  • Minimum of ten (10) years of progressive experience in economic damages, litigation support, forensic accounting, valuation, dispute advisory, or related professional services, including significant responsibility for complex matters.
  • Significant professional-services experience with demonstrated responsibility for law-firm and client relationships, engagement leadership, team development, and financial performance.
  • Deep knowledge of economic damages methodologies and financial analysis, with experience in areas such as lost profits, breach of contract, intellectual property, business valuation, business interruption, shareholder disputes, or other complex commercial litigation.
  • Demonstrated experience developing or managing complex damages models and contributing substantially to expert reports, rebuttal analyses, deposition preparation, arbitration, and trial.
  • Proven ability to manage multiple complex engagements simultaneously, including scope, budgets, staffing, deliverables, expert deadlines, risk management, and client/counsel expectations.
  • Demonstrated business development success, including an established network of attorneys and/or corporate relationships, a track record of originating or expanding engagements, and the ability to build a sustainable book of business.
  • Strong leadership and people-management experience, including supervising, mentoring, developing, and evaluating professionals and building teams.
  • Exceptional analytical, problem-solving, organizational, and critical-thinking skills.
  • Excellent written and verbal communication skills, including experience communicating complex damages and financial analyses to legal counsel, senior executives, and other sophisticated stakeholders.
  • Experience analyzing large and complex financial and transactional data sets and using those analyses to support damages opinions, forensic conclusions, or litigation strategy.
  • Advanced proficiency with Microsoft Excel, Word, and PowerPoint.
  • Ability to travel and work additional hours as required by client needs, expert-report deadlines, depositions, arbitrations, and trials.
  • Uphold Crowe’s values of Care, Trust, Courage, and Stewardship.
  • Act ethically and with integrity at all times.
  • Verify identity and eligibility to work in the United States and complete employment eligibility verification.
  • Must be eligible to work in the United States; Crowe is not sponsoring for work authorization.

Skills

  • Economic damages methodologies
  • Financial analysis
  • Lost profits analysis
  • Breach of contract analysis
  • Intellectual property analysis
  • Business valuation
  • Business interruption analysis
  • Shareholder dispute analysis
  • Forensic accounting
  • Investigative techniques
  • Quantitative analysis
  • Data analytics
  • Financial modeling
  • Litigation support
  • Expert testimony preparation
  • Client relationship management
  • Engagement management
  • Team leadership
  • Mentoring
  • Business development
  • Network building
  • Cross-selling
  • Thought leadership
  • Report writing
  • Presentation skills
  • Deposition, arbitration, and trial testimony
  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint
  • Financial modeling tools
  • Data analytics tools
  • Litigation-support tools

Location

  • United States

Work Type

  • Full-time

Experience Level

  • Managing Director
  • Ten (10) years of progressive experience
  • Significant professional-services experience
  • Prior expert testimony strongly preferred
  • Substantial second-chair or supporting-expert experience

Education Level

  • Bachelor’s degree in Accounting, Finance, Economics, Business, or a related quantitative field
  • Advanced degree is a plus
  • CPA, CFA, CFF, ABV, CVA, CFE, or other relevant professional credential strongly preferred

Salary/Compensations

  • $180,500.00 - $380,500.00 per year

Benefits

  • Comprehensive total rewards package
  • Career Coach guidance

About the Company

  • Crowe provides professional services through Crowe LLP (audit and attest) and Crowe Advisory LLC (tax, advisory, consulting).
  • The Crowe Global network includes over 300 independent accounting and advisory firms in over 150 countries.
  • Crowe LLP and Crowe Advisory LLC are independent members of Crowe Global.
  • Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) do not accept unsolicited candidates from staffing agencies.

Equal Opportunity

  • Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.
  • Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.
  • We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role’s responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination.
  • If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation