Responsible for larger and more complex litigation engagements and oversee 2 or more engagements.

  • Supervise engagements and special assignments, review reports and financial analyses and communicate with clients.
    • Analyze complex matters.
    • Understand and apply proper and consistent application of formulas and methodology.
    • Prepare complex financial analyses and damage estimates.
    • Conduct Internet and other research.
    • Prepare internal reports and analyses.
    • Draft economic damage calculations and reports or other expert reports for partner review.
    • Resolve issues with client relating to report content or format.
    • Assist expert in preparation for deposition/trial.
    • Evaluate work product for compliance with professional standards and firm policy.
    • Obtain an understanding of client’s business, industry and economy.
    • Review and evaluate firm’s work product or work product of opposing experts.
    • Supervise preparation of summaries of financial statements, tax returns and other quantitative data.      
  • Supervise receipt and organization of new documents.
    • Ensure case documents are organized and prepared accurately.
    • Track documents against requests.
  • Keep Partner-In-Charge informed of any significant departures from goals or standards.
    • Communicate progress and problems to Partner.
    • Develop and monitor budgets on individual engagements.

Participate in administrative planning, including continuing education and personnel development.  

  • Establish workload priorities and perform assigned tasks on engagements or projects in a timely manner. Understands assignments and gives instructions.
    • Control engagement time and expenses.
    • Supervise operation of Database of Litigation Cases.
    • Perform administrative functions and responsibilities, including billing, collections, retainer, prepare engagement letters, generate fee estimates, assign work to staff based on their knowledge and capabilities, ensure timely completion of task sheets, time entry.
  • Stay current with new developments in Litigation and Business Valuation theory, methods, case law precedent.  
  • Train, develop, and supervise staff. Plan manpower and timing to meet engagement objectives and deadlines.      
    • Perform personnel responsibilities – staff evaluation reviews, candidate interviews, team building.
    • Responsible for the supervision of all entry level and middle level consultants and display innovative leadership.
  • Participate in professional associations to build local presence.
    • Prepare in-house CPE seminars and/or participate in conferences as expert speaker.
    • Assist in preparation of client proposals; participate in proposal meeting or conference call.      
  • Applies Firm’s mission statement to all aspects of service approach.  


REQUIREMENTS:   Master Degree in Accounting, Finance, Business Administration or International Business (or U.S. equivalent) or closely related discipline and two (2) years of management experience in the job offered. Certified in Financial Forensics or Certified Fraud Examiner required.