Associate, Disputes and Investigations (Forensic Valuation)

Alvarez & Marsal is a global consulting firm known for its entrepreneurial and results-oriented professionals. The Associate role in the Disputes and Investigations practice involves resolving complex matters for clients through financial analysis, valuation, and litigation support.

Responsibilities

• You will be part of a team helping to resolve complex matters that pose a threat or disruption to normal operations for our clients
• You will perform directed research, conduct financial, valuation, and/or damages analysis, and provide litigation support
• You will be helping our clients and their counsel understand and resolve the financial impacts around their legal matters relating to complex accounting, valuation and financial issues across a wide range of projects involving economic disputes, claims, misunderstandings, investigations of white-collar crime, forensic accounting and consulting, and post-acquisition disputes
• You will develop an in-depth understanding of the client, the industry and the case to surface and address key issues, from the big picture to the smallest details
• You will help to develop presentations and reports to effectively communicate the analyses, findings, and insights to the client and/or Court
• Relying on your initiative and flexibility to deliver results in an agile and collaborative team environment, you will build strong relationships with clients, legal counsel, and expert witnesses
• Working on high profile and complex matters that incorporate valuation concepts and tools, including conducting data analysis and valuation modelling
• Working closely with Managing Directors, Senior Directors, Directors, and Managers to identify and provide any needed project support
• Providing support on complex accounting and valuation related matters and disputes (example project types include investigations, forensic accounting, damage calculations, solvency analysis, settlement models, post-acquisition disputes, and general litigation support)
• Conducting research, synthesizing information, and developing reports for high profile clients
• Assisting with researching technical and industry specific issues
• Ability to receive and act upon constructive feedback
• Developing and suggesting solutions to complex problems by thinking 'outside the box'
• Clearly presenting findings to internal team members
• Creating a learning environment by providing constructive 360-degree feedback
• Creating an inclusive team working environment with trust and respect, seeking different viewpoints that lead to continuous improvement and growth
• Cultivating and maintaining positive, productive, and professional relationships with colleagues
• Proactively communicating efficiently and effectively to all levels of the engagement team
• Balancing multiple client projects and other responsibilities
• Supporting internal development of valuation frameworks, modeling templates, and analysis tools

Skills

• 1 to 5 years of experience in valuation, public audit and/or a forensic and dispute consulting practice
• Knowledge of financial statement entry and analysis, KPI development and benchmarking, comparative analysis, and financial forecasting development (three-statement modeling)
• Experience working on various types of complex valuation matters including restructuring (e.g., solvency) and support conclusions for key assumptions
• Ability to demonstrate knowledge in valuation standards (fair market value, fair value, investment value, and liquidation value)
• Applied understanding of valuation approaches including market (guideline, transaction), income (DCF, capitalization of earnings), cost/asset, and premise of value (going concern and liquidation)
• Experience in performing financial statement analysis including the use of trend, common-size, and ratio analyses
• Experience in three-statement financial modeling, scenario stress modelling, and creating models from scratch
• Ability to create discount rates using BUM, CAPM, and WACC
• Practical working knowledge of control premia / minority interest discounts, as well as NAV and DLOM development via OPM frameworks
• Advanced proficiency with Microsoft Excel for purposes of extensive data analysis and valuation modeling
• Proficiency with Microsoft Word and PowerPoint
• Proficient in use of market intelligence platforms (S&P Capital IQ, Bloomberg etc.)
• Excellent written and oral communication skills
• Effective interpersonal and team management skills
• High level of attention to detail and accuracy
• Ability and willingness to maintain a flexible work schedule in order to meet client needs
• Hybrid - Ability to work in a flexible hybrid work arrangement, part time in physical office and remote
• Flexibility to travel
• Estimate time required for various project tasks and workstreams and deliver results
• Execute on and manage multiple workstreams
• Develop/implement solutions to complex problems; ability to 'think outside the box'
• Experience in supervising, developing and motivating staff by providing them with leadership, mentoring, performance feedback and career guidance
• Ability to build internal and external relationships, and assist with research for business development
• Bachelor's degree in accounting (preferred), finance, economics or other business related field
• Accounting, auditing and valuations experience gained at a Big 4 accounting firm and/or independent consulting firm
• Valuation certification such as ASA/MRICS (or equivalent certification) desired
• CPA designation preferred
• Prior practical or analytical experience in the real estate industry or exposure to real estate appraisal is considered an asset

Benefits

• Healthcare plans
• Flexible spending and savings accounts
• Life
• AD&D
• Disability coverages
• 401(k) retirement plan
• Discretionary contribution to their 401(k) from Alvarez & Marsal

Company Overview