Associate, Disputes and Investigations (Forensic Valuation)

Description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. 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 work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

The Team

Our talent drives our success, resulting in our growing Disputes and Investigations practice becoming one of the most respected in the industry. From the boardroom to the courtroom, the firm delivers a wide array of solutions to contentious situations by drawing on the deep skills, diverse disciplines and experiences of its professionals. We are recognized by Global Arbitration Review as one of the leading firms of independent experts for arbitration and considered a top three firm by Who’s Who Legal based on the number of experts across the globe. Our clients include major banks, leading law firms, private equity firms and well-known corporations and upper-mid-sized companies.

How you will contribute

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 contructive 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

Qualifications

• 1 to 5 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 detailand 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

Your journey at A&M

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.

The salary range is $65,000 - $90,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.