Valuation Manager Resume Samples

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T Dickinson

Tristin

Dickinson

38673 Hagenes Pass

Chicago

+1 (555) 413 3559

38673 Hagenes Pass

Chicago

Phone

p +1 (555) 413 3559

Experience Experience

Philadelphia, PA

Valuation Manager

Philadelphia, PA

Ondricka LLC

Philadelphia, PA

Valuation Manager

Perform valuation techniques and methods and develop financial models
To create and capture opportunities to advance your career and fulfill your potential. To learn more, visit us at www.pwc.com/careers
Develop general financial, economic, and industry research
Develop and maintain the Prophet valuation systems
Perform in-depth forensic accounting procedures
Provide periodic reporting to and support of Valuation Committee,
Perform the financial reporting on local statutory, IFRS, MCEV, RBC and Solvency II

New York, NY

Manager, Valuation

New York, NY

Ziemann-Moore

New York, NY

Manager, Valuation

Manage and deliver business and intangible valuations for mergers and acquisitions, financial reporting, tax and regulatory compliance, restructuring and reorganization, corporate services and management planning purposes
Build, maintain, and enhance client relationships
Perform reviews of third party appraisals for audit support purposes
Supervise and mentor staff; provide timely and effective performance feedback and training
Assist in business development efforts; collaborate with other KPMG practices to build cross-functional relationships
Manage and deliver transfer pricing services
Develop and maintain client relationships

present

Philadelphia, PA

Valuation Control Group Senior Manager

Philadelphia, PA

Senger-Wisoky

present

Philadelphia, PA

Valuation Control Group Senior Manager

present

Ongoing review and development, standardization and simplification of current processes
Manage a team of 30+ people
Maintenance and further development of key controls & reports including monthly IPV reporting
Ensuring compliance with internal Citi policies
Participating in additional process migration activities from London Hub to the Budapest CSC
Ensuring the timely and accurate completion & monitoring of the reporting and control activites across the teams
Coaching supervisors of individual teams

Education Education

Bachelor’s Degree in Accounting

Belmont University

Bachelor’s Degree in Accounting

Skills Skills

Good mix of Financial Product and general Financial Accounting knowledge
Strong mix of financial product and general financial accounting knowledge
Attention to details and able to work independently and under pressure
Strong attention to detail
Good interpersonal, communication, planning & organizing skills
Highly organized
Strong analytical
Able to multitask efficiently and effectively
Knowledge in methodology and principles in IFRS, MCEV & ALM reporting
Excellent communication skills (written and verbal)

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15 Valuation Manager resume templates

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Valuation Manager Resume Examples & Samples

7 years + Valuation
In-depth knowledge of vanilla and structured credit products and their valuations including ABS, CDO, CLO, TRUPS, mortgage back pass-through and mortgage back derivatives, CMBS, RMBS and other structured mortgage back products, vanilla and complex credit default swaps and options
Candidates must have a solid understanding of both credit derivatives and cash credit instruments (both Agency MBS and structured credit)
Support the current and planned MBS trading activity. Perform in-depth IPV analysis. Determine appropriate pricing sources. Calculate potential adjustments and prepare reports supporting the results
Implement the new IPV phase 2 reports being developed b other areas. Analyze the new proposed reports in relation to the current process and suggest changes, improvements as necessary
Working with the Paris Valuation team, provide greater transparency for the valuation of equity products and fixed income exotic portfolio traded Americas
Perform the CDS IPV process for positions originating iAmericas. Provide in-depth analysis of the results
Perform the IPV for interest rate caps/floor and swaptions
Prepare some or all of the schedules for the MARK Valuation Committee presentation
Participate in special projects as requested by management
Provide backup support for th month-end close process and the preparation of the Valuation Committee presentation
The candidate will work cooperatively with individuals from the Risk department, trading staff and other members of the finance group
He/she should be comfortable working in a global environment with multiple local and international aspects
The ideal candidate should have a working knowledge of credit and interest rate derivatives with an emphasis on valuation of CDS and interest rate swaps
The individual should have previous working experience valuating, MBS CMOs, MBS Pools, MBS Pass-through, CLOs, TRUPS, ABS securities and credit structured assets

Valuation Manager Resume Examples & Samples

Bachelors in Engineering/computer Science, Masters in Financial Engineering preferred
3 - 5 years of experience
Understanding of fixed income and credit derivatives desirable - swaps, caps/floors, swaptions
C++ programming skills or strong VBA programming skills
Ability to debug/support existing libraries and code new software in C++ as required
Understanding of FinCad Developer or similar software
Experience in any of the following product area preferred: Fixed income, Credit, FX, Derivatives

Valuation Manager Resume Examples & Samples

Review and analyze financial information / accounting records
Perform valuation techniques and methods and develop financial models
Develop general financial, economic, and industry research
Perform in-depth forensic accounting procedures
Prepare detailed schedules, worksheets, and exhibits, including detailed and accurate report writing
Communicate with clients to ensure a understanding of requirements and expectations
Bachelor Degree in Accounting or Finance required
CPA Certification required
One of Accredited Business Valuation (ABV), Certified Valuation Analyst (CVA) or Certified Financial Forensic (CFF) Certification required
10+ years of related experience in valuation and litigation support

Valuation Manager Resume Examples & Samples

Demonstrate proactive client contact; viewed as a trusted business partner
Expand busienss practice; cultivate new clients; increase services to existing clients including cross serving opportunities
Coach staff on business development strategies
Participate in various administrative aspects of managing business unit
Establish team environment and a positive culture
Ensure quality control standards are met
6 years of valuation experience required; 8-10 preferred
ASA, MTS designation preferred
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Proven high level of business integrity, client service and leadership skills

Valuation Manager Resume Examples & Samples

Responsible for the actuarial valuation assignments
Perform the financial reporting on local statutory, IFRS, MCEV, RBC and Solvency II
Review, design and strengthen the controls on valuation process
Develop and maintain the Prophet valuation systems
Degree holder with minimum 3 years of relevant experience, preferably in life insurance industry
Nearly Fellow or Fellow of a recognized actuarial institute
Knowledge in methodology and principles in IFRS, MCEV & ALM reporting
Familiar with Prophet software
Good interpersonal, communication, planning & organizing skills
Open and proactive attitude
Attention to details and able to work independently and under pressure

Valuation Manager Resume Examples & Samples

Undergraduate Degree in Accounting, Finance, or a hard science
7-10 years in an R&D or a valuation analyst position dealing with structured credit products including ABS, CDO, CLO, TRUPS, mortgage back pass-through and mortgage back derivatives, CMBS, RMBS and other structured mortgage back products
Strong mix of financial product and general financial accounting knowledge
Familiar with current accounting principles affecting valuation in US GAAP and IFRS
Proficiency in computer platforms and applications
Understanding, prior working experience, and interest in valuation of other types of assets
CFA, MBA or Advanced Graduate Degree in math or hard science

Valuation Manager Resume Examples & Samples

7+ years of experience in Research & Development or as a Valuation Analyst
Previous working experience valuating MBS CMOs, MBS Pools, MBS Pass-through, CLOs, TRUPS, ABS securities and credit structured assets
Good mix of Financial Product and general Financial Accounting knowledge
Familiar with current Accounting principles affecting valuation in US GAAP and IFRS
Solid quantitative skills

Valuation Manager Resume Examples & Samples

Expand business practice; cultivate new clients; increase services to existing clients including cross serving opportunities
Manage on site business engagements
Bachelor’s degree preferred or High School Diploma and 7 years of relevant experience
Working toward ASA / MTS designation

Manager, Valuation Services Resume Examples & Samples

Creating business valuation reports and summarizing financial information to support clients on issues such as allocation of purchase price, valuation of intangible assets, legal entities and real estate
Drafting reports on impairment of assets i.e. valuation of goodwill and indefinite and long-lived asset impairment testing for financial reporting purposes
Conducting valuation for tax purposes, including international and personal tax
Providing advisory consulting to assist clients with their business plan development, strategic investment decisions, or other financial objectives
Assisting with other financial reporting aspects including valuation of derivative securities, debt instruments, and employee stock option plans
Performing benchmark analyses for client files and assisting with analytical tasks and projects
University degree in business or accounting
3+ years’ experience working in a Valuations role with a focus on financial reporting, purchase price allocations and impairment testing preferably at a public accounting firm
CBV and CA, CPA designation
Strong financial and accounting skills
Proficient in Microsoft Office specifically MS Word, MS Excel and MS Powerpoint
Excellent inter-personal skills as well as client service skills
Ability to mutli task in a fast paced environment
Ability to work independently as well as in teams.12… 6 seek to 10%, 20% … 60%

Valuation Manager Resume Examples & Samples

Bachelor's degree in finance, accounting or economics
5 years of experience in valuation of complex and hard-to-value assets
Strong financial modeling skills
Experience using Bloomberg, IDC and other pricing/valuation softwares
Travel may be required for this role

Manager, Valuation Resume Examples & Samples

Design the scope of work for engagements, oversee day-to-day activities, assume responsibility for quality control and accuracy of client deliverables, and effectively manage risk associated with engagements
Build, maintain, and enhance client relationships
Perform reviews of third party appraisals for audit support purposes
Supervise and mentor staff; provide timely and effective performance feedback and training
Assist in business development efforts; collaborate with other KPMG practices to build cross-functional relationships
Five years of financial advisory and valuation experience within a business valuation firm or valuation practice of an audit, tax and advisory firm with a strong finance and/or accounting background
Bachelor’s degree in Accounting, Finance, Economics, or Business from an accredited college/university; CFA, ASA, and/or CPA is a plus
Completion of fifty percent or more of the coursework and testing requirements toward a relevant advanced degree from an accredited college/university and/or professional designation such as CFA or ASA
Significant experience with valuations of business entities and intangible assets, purchase price allocations, analyzing goodwill and long lived asset impairment, supporting a company’s value for bidding or asking price plans, litigation support, and financial analysis and research
Excellent written and verbal communication skills, solid analytical and financial modeling skills, the ability to work well in a team environment and a commitment to mentoring and developing staff
Demonstrated ability to oversee multiple valuation engagements and manage client relationships

Senior Manager, Valuation Resume Examples & Samples

Responsible for business development efforts related to complex securities valuation & manage multiple client relationships and supervise and mentor managers and staff
Deliver valuation services related to a variety of financial instruments, including asset-backed securities, collateralized debt obligations (CDOs), collateralized loan obligations (CLOs), convertible instruments, corporate derivatives, and OTC derivatives
Provide insight and experience with the purpose of constantly improving various pricing and cash flow models in the securitized products space
Value financial derivatives and complex corporate securities
Analyze equity and debt financial market data and history using time series analysis, Monte Carlo simulation, multivariate statistics, and other quantitative techniques
Oversee modeling efforts using a variety of platforms, including: STATA, Excel, @Risk and FINCAD
Eight years of experience with the issuance, origination, or valuation of CMOs, CDOs, and/or other structured products
Strong background in quantitative finance with a Master's degree in Financial Engineering or Quantitative Finance from an accredited college/university is preferred
A broad, cross industry network and the willingness and ability to leverage those relationships for the purposes of business development
Strong analytical and computer skills including experience with quantitative analysis technical tools and techniques such as Bloomberg, VBA, STATA, and FINCAD
In depth understanding of global capital markets, and ability to accurately foresee potential clients’ valuation needs based on the current and expected regulatory environment; ability to explain difficult financial modeling/valuation concepts to diverse audiences and to experts at various clients

Manager, Valuation Resume Examples & Samples

Five years of experience with advisory related projects
Completion of fifty percent or more of coursework and testing requirements toward a relevant advanced degree from an accredited college/university and/or professional designation (Please note that any candidate hired by KPMG into this position that doesn’t currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment)
Effective written and verbal communication skills, solid analytical skills, and the ability to work well in a team environment

District Manager Valuation Solutions Resume Examples & Samples

High School Diploma or equivalent; College degree is preferred
6 or more years’ experience as a State Licensed or Certified Residential Real Estate Appraiser preferred
3 or more years’ experience working in/for a National Appraisal Management Company, National Appraisal Company, or a Regional/National Lender’s Appraisal Department strongly preferred
Previous management/leadership experience that includes recruiting, team-building, customer (internal and external) support, and coaching
Demonstrated success of recruiting and leading teams
Working knowledge of appraisal ordering, tracking and follow up process in a highly automated environment is preferred
Familiarity with the various appraisal report formats that are used by the appraisal community in support of the lending industry
Working knowledge of the secondary market and FHA appraisal guidelines
Demonstrated course work (Continuing Education) history for the last two renewal cycles
Enjoy and thrive in a fast paced position
Possession of a current state issued Certified Appraisal License is preferred
P&L management experience is preferred
Proficiency with the Microsoft Office Suite of programs (Outlook, Excel, Word, etc.), internet search skills, math skills and the ability to operate standard office equipment
Ability to prioritize workload and handle multiple tasks simultaneously
Must be detail orientated and self-motivated with the ability to work with minimal supervision
Ability to successfully interact with various levels of employees including senior level managers

Manager, Valuation & Corp Dev Resume Examples & Samples

Bachelor's degree in Finance, Business, Economics, Accounting, Engineering or related field
Five or more years of progressive experience in valuation, investment banking, venture capital, private equity or consulting
Working knowledge of US Generally Accepted Accounting Principles (GAAP), International Financial Reporting Standards (IFRS), IRC preferred
Certification/Licenses/Credentials, including CFA preferred
Capital IQ Factset, Thompson experience preferred
Ability to lead valuation effort and supervise BD staff and others in the field. Ability to engage constructively with business leadership to test assumptions and gain full understanding of strategy and business/operational implications of key valuation drivers (strong team player)
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment with frequent interaction with CEO and CFO, VP of Global M&A and SBG teams
Proficiency in Microsoft Excel and PowerPoint, strong Internet research skills

Valuation Control Group Senior Manager Resume Examples & Samples

Ensuring the timely and accurate completion & monitoring of the reporting and control activites across the teams
Oversee the preparation of the daily, weekly, monthly & quarterly reporting
Maintenance and further development of key controls & reports including monthly IPV reporting
Ongoing review and development, standardization and simplification of current processes
Liaising with multiple departments and close interaction with the VCG product heads in London Hub
Ensuring procedure notes and flowcharts are maintained at a high quality
Ensuring compliance with internal Citi policies
Participating in additional process migration activities from London Hub to the Budapest CSC
Ensure the required quality standards are kept
Manage a team of 30+ people
Coaching supervisors of individual teams
Hire and retain talent
10+ year of Relevant experience in valuation, risk or product control related discipline
Financial products and valuation related knowledge
Evidence of strong control focus & reporting experience
Advanced MS Excel and Access knowledge
Strong planning & organizational skills
Should be creative, proactive and flexible
Ability to meet reporting and project deadlines
A self-starter who proactively seeks to improve existing controls and streamline processes both from a tactical short term viewpoint, and also from a strategic long-term perspective, and implement these initiatives to completion
Hands-on. Must have a good eye for detail, but also be able to communicate to seniors in a succinct/clear fashion
Ability to communicate effectively, both written and verbal

Senior Valuation Manager Resume Examples & Samples

Perform and review all types of general equipment appraisals for current and future values to be utilized by marketing and credit staff. 　
Monitor and report on portfolio booked residual values and quality on a continuing basis to industry regulators.　
Manage the equipment portfolio to ensure compliance with policies and procedures. Continually evaluate the asset management program 　
Manage and develop quality appraisal 　
Develops, reviews and implements procedures relating to Equipment

Manager, Valuation & Structuring Resume Examples & Samples

Preferred degree would be in a business or technical field including finance/accounting, engineering, economics, mathematics, or sciences 
Extensive direct experience (5+ years) in pricing, valuing, and structuring natural gas transactions in North America within the wholesale space with at least 1-2 years spent leading teams 
Excellent capability in the development, modification, and use of financial models, derivative valuation models, and simulation methods 
Experience with conventional natural gas product structures with experience pricing exotic products and structures a plus
Market knowledge and familiarity with pricing asset management agreements, gas storage and long haul transport in at least one of the organized natural gas markets 
Extensive familiarity with the physical gas market
Providing direction to team members on modeling and valuing non-standard transaction opportunities 
Supporting gas products and transactions for M&T regional desks – primarily through origination efforts fitting M&T’s commercial strategies 
Structuring gas transactions fitting criteria provided by M&T regional desks, originators, business developers, management, in support of profit and growth objectives 
Facilitating, guiding, and overseeing deal and initiatives through effective project management
Developing and maintaining repeatable, auditable, and sustainable valuation processes 
Developing, maintaining, and operating valuation and pricing models through advanced statistical analysis of market data and the collection and interpretation of transaction efforts and market intelligence 
Participating in and supporting business development opportunities from due diligence through execution 
Maintaining effective working relationships across the company including related partner groups including Trading Desks, Credit, Finance, Risk Management, and Settlements 
This role will primarily support the natural gas desk and be located in the Iselin, NJ office

Manager Hydrocarbon Valuation Resume Examples & Samples

Monitor and review day-to-day operations in accordance with service level agreements, management goals and processes to ensure delivery meets customer expectations
Manage risk by monitoring, identifying, quantifying and reporting on risk and opportunities
Manage and supervise operational activities of the team
Support a control framework within the areas of FIFO, COSA, and Hydrocarbon BSI which avoids material errors and sustained integrity of external reporting
Ensure that the financial results are properly reported in accordance with the Group's accounting policy and all gaps in internal controls are reported and remediated in a timely fashion
Investigate and resolve differences or anomalies
Have overall accountability for the accounting and control activities in supporting the validity, accuracy and completeness of inventory and related balances
Bachelor’s degree in accounting, finance, or business is required
Minimum of 8 – 10 years of accounting/business experience in related area
Demonstrated leadership capability with a track record of success and the ability to develop people and cultivate a talented and diverse team
Strong impact, interpersonal, networking and communication
Balanced business judgment and experience handling sensitive business issues
Experience in successfully managing multiple and conflicting priorities across diverse teams and operations
Ability to motivate and influence others at multiple levels in the organization
Strong process, analytical, control, and financial accounting skills including a robust understanding of control processes
Excellent Microsoft Office Skills especially Excel

Manager Hydrocarbon Valuation Resume Examples & Samples

Previous experience in Refinery and Supply Accounting
Previous experience and knowledge of SAP
Previous experience in Inventory Valuation, COSA and NRV accounting,
Process improvement and change management experience desirable

Manager, Valuation Resume Examples & Samples

Utilizes complex mathematical models and applies sound actuarial principles to all financial analysis and to all aspects of decision-making processes. Performs high level analyses for the ConnectiCare business
Provides business planning guidance through the use of actuarially sound data/analysis to promote information-based decision-making throughout the organization in support of growth and profitability goals
Establish valuation and reserve estimates for proper financial accounting, and ensure appropriate entries are booked
Establish appropriate reserve methodologies, and perform other analysis as required, including monthly variance analysis
Comply with all Model Audit controls and standards of practice
Provide support to audits, statutory exams, and regulatory inquiries as needed
Complete regulatory reporting as assigned
Establish appropriate methods to calculate, and develop monthly accruals, for all actuarial liabilities, including but not limited to IBNR, PDR, Risk Adjustment, Reinsurance, Risk Corridors, CSR, MLR Rebates, provider liabilities, and arrangements such as CSEHRP and HRA
Support annual renegotiation of reinsurance treaties
Analyze key product performance measures including, but not limited to, medical cost trends, premium yields, book-of-business loss ratios
Build strong inter-dependent relationships within the organization as appropriate, including finance, network pricing, product pricing, underwriting, and clinical operations functional areas
Collaborate with Operations and Claim to understand impact on reserves of claim processing, emerging large claim activity, and project work
Develop/model “what if” analysis that will predict financial outcomes of various business decisions. Participate as required with Chief Actuary and other areas (CFO and Controller) in the financial management of CCI
Support annual Plan and quarterly forecast as needed, supplying assumptions and reviewing financials for reasonableness
Performs other related projects as assigned
A.S.A. or F.S.A. desired. Bachelor’s degree required, preferably in Actuarial Science, Mathematics, Statistics, Finance, or related field, or an equivalent combination of education and experience
At least 5 years of previous experience in actuarial work in health insurance. Includes at least 3 years of valuation experience, including reserve setting
Excellent quantitative, problem solving, and analytical skills
Proficient with personal computers. Strong spreadsheet skills required; experience with Microsoft Access or similar query and report development software preferred

Senior Manager Variable Annuity Valuation Resume Examples & Samples

Ensure actuarial models and projections are proper for purpose, meet actuarial standards of practice, produce valid and accurate results, are fully documented, and are securely maintained
Develop/acquire/maintain ALM/pricing/valuation systems and components to perform modeling/calculations in a controlled environment meeting regulatory standards
Prepare reports relative to department work and present to Senior Management
Hire, train, and develop departmental staff. Responsible for performance reviews and other supervisory related tasks
Perform actuarial studies to develop assumptions for mortality, persistency, expense, etc. Calculate data on interest rates and other risks
Support other departments in response to actuarial related issues. Respond to External Audit, Rating Agency, and Insurance Department requests

Valuation Manager Resume Examples & Samples

Validating price movements
Compliance price tolerance check based on threshold deviation
Stale or unchanged prices
ASC820 leveling determination
Broker or vendor pricing comparison; primary/ secondary sourcing
Price reconciliations
Illiquid securities
Fair value determination communication
Price override monitoring
Participation in due diligence meetings
Provide periodic reporting to and support of Valuation Committee,
Coordinate and lead Committee discussions as Secretary of Valuation Committee
Support of internal KPIs and other metrics
Quarterly Board of Trustees/Directors materials
Review of financial statements, monthly/quarterly Schedules of Investments, prospectuses and statements of additional information
BA/BS degree preferably in Accounting, Finance or business related field
5-7 years valuation, fund accounting or fund administration experience
Advanced Microsoft Excel and Access skilled required
Adaptable/flexible; open to change
Organizational and analytical skills
Must be willing to work effectively independently, as well as in a team, in an open floor environment
Support team leader/manager on team projects

Project Valuation Manager Resume Examples & Samples

A wide range of international career opportunities
Working with partners, shareholders, authorities and other stake holders
Support BDV in identifying business value drivers and valuating business development projects
Advise BDV on project financing and capital structure for larger deals
Drive the project review process with relevant APMT and APMM Group functions and develop investment proposals with the relevant BDV project manager
Advise APMT SMT on project attractiveness, risks and sensitivities
Support the deliverables of the Financial Planning and Projects team, and assist the team in maintaining an overview over APMT ongoing and future business development projects including the impact on APMT overall financial performance
Help develop and improve APMT standard financial project model in terms of business scope, flexibility and application to different kinds of projects

Manager, Complex Securities Valuation Resume Examples & Samples

In-depth understanding of financial and valuation principles, especially valuation of complex instruments such as options, warrants, fixed income securities etc
Experience in valuing the above complex securities. Developing models to value a variety of financial instruments and to analyze various business situations, using option pricing theory, fixed income and structured finance models, Monte Carlo simulation, statistical analysis, optimization, decision analysis and other techniques from the financial engineering or decision sciences literature
Well-versed with various valuation techniques and methodologies, including DCF, Purchase Price Allocation, Market Comparables etc
Knowledge of accounting standards, including US GAAP and IFRS, mainly in respect of their relevance to valuation
PC proficiency, including financial engineering or statistical software package , in particular Matlab, Bloomberg, MS Excel/VBA, Word, and PowerPoint
Bachelor’s in Engineering combined with an advanced degree (Masters or PGDM) in a quantitative discipline (Finance/Economic/Statistics), preferably for a top-ranked Indian or foreign institution
Minimum 6-7 years relevant experience in quantitative analytics/financial advisory/consulting/valuation space (preferably with one of the leading consulting firms or Big 4s)
Experience in valuing complex securities like options, warrants and fixed income securities, together with ability to analyze complex business situations using quantitative analytics
Excellent analytical, project-management, communication, interpersonal, and teaming skills

Forensic & Valuation Services Manager Resume Examples & Samples

Identify technical problems and offer potential solutions to those problems
Apply technical research skills needed to gather, organize, summarize and interpret data to arrive at a conclusion
Investigate information to complete projects, such as analysis of fraudulent transactions, reconstruction of financial statements, analysis of complex transactions, etc
Perform complex and detailed analysis of financial documents for use in lost profits, economic damages, and similar analyses
Assist in business valuation analysis and research
Draft sections and/or entire expert reports and other communications required in litigation support projects
Assist in review and supervision of work performed by less experienced team members
Review work papers, expert reports, and other communications for accuracy, completeness, and compliance with firm and professional standards and applicable judicial requirements
Build and develop relationships, and over time build and manage a book of business that meet goals and objectives of the practice unit
Bachelor’s degree in Accounting/Finance; CPA required
2-7 years of experience in forensic accounting, auditing, or internal auditing required
Experience in public accounting or extensive internal audit experience is required
Proficient in Microsoft Excel; proficiency in ACL a plus
Ability to work independently and manage project timeliness
Writes clearly, concisely and effectively. Edits work prepared by others quickly and efficiently. Communicates in a timely, clear, relevant, and accurate manner; writing experience preferred
Ability to propose innovative, alternative approaches and procedures
Thinks “outside the box”
Is relentless in search for the answer
Willingness to adapt to urgent situations