Senior Associate, Disputes and Investigations (Forensic Valuation)

Valuation Consultant

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging workguided by A&M's core values of integrity, quality, objectivity, fun, personal reward, and inclusive diversityare why our people love working at A&M.

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.

Some of the main responsibilities are:

• 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 valuations frameworks, modeling templates, and analysis tools

Qualifications:

• 3 to 6 years of experience in valuation, public audit and/or a forensic and dispute consulting practice
• Valuation certification such as ASA/MRICS (or equivalent certification) desired
• CPA designation preferred
• 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
• Prior practical or analytical experience in the real estate industry or exposure to real estate appraisal is considered an asset
• 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

Demonstrated Management Skills:

• 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

Requirements:

• 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