Manager, Business Valuations

Valuations – Toronto, Ontario
Department Valuations
Employment Type Full-Time
Minimum Experience Experienced

 Overview

Reporting to the Business Valuation and Litigation Support Partner, the Manager is responsible for management of each engagement including planning/methodology, communications with clients and counsel, financial research, review and analysis of documents, conducting and leading meetings with clients, supervision/oversight of junior staff, and supporting marketing initiatives of the practice.

 Major Responsibilities:

  • Assist in engagement planning including identification of key issues, methodology and budgeting
  • Oversight of information requests and management of documents / productions

  • Financial statement and document analysis

  • Prepare financial analysis and models

  • Conduct research for reports

  • Communicate with clients and counsel

  • Prepare expert reports for business valuation, damage claims or forensic accounting investigations

  • Management of client billings and collections

  • Monitor job hours for timely revision of fee budget

  • Delegate work to team members and supervise to ensure accuracy and completeness

  • Management of team members to ensure quality of work product

  • Market firm’s services

Qualifications/Experience:

  • CPA CA and a CBV

  • Truly “passionate” about a career in business valuations and litigation support services

  • A minimum of five years’ experience including a combination of litigation/family law/corporate law/corporate reorganizations/M&A/forensic work

  • Track record of well-written reports and correspondence prepared for litigation purposes

  • Ability to effectively present information and respond to questions from clients, counsel, or other parties

  • Ability to provide practical solutions to complex problems

  • Must be highly organized and detail oriented and possess well-developed project management skills

  • Exceptional communicator with an ability to think on his/her feet

  • Must possess a marketing sense and capability and is comfortable presenting to varying audiences

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  • Location
    Toronto, Ontario
  • Department
    Valuations
  • Employment Type
    Full-Time
  • Minimum Experience
    Experienced
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