[Remote] Managing Consultant - Forensic Accounting
Note: The job is a remote job and is open to candidates in USA. The Vertex Companies, LLC is a global professional services firm that provides integrated forensic consulting and other services. The Managing Consultant, Forensic Accounting will lead project management and people leadership efforts while ensuring high-quality deliverables and supporting business development initiatives.
Responsibilities
• Direct forensic investigations involving fraud, misappropriation, financial misstatements, and compliance violations
• Lead document reviews, data analytics efforts, and detailed quality control reviews
• Perform various analyses to assist in determining damages and to support other project objectives
• Prepare clear investigative reports for boards, counsel, regulators, and insurers
• Responsible for supporting assigned Director in meeting or exceeding the defined annual budget for the entire practice area/practice division (including proactive management of assigned resources to meet or exceed defined utilization targets, oversight of execution of profitable engagement work streams, and communication with clients as assigned or requested)
• Responsible for managing and leading the execution of any new accounts and supporting the retaining and expansion of existing engagements to achieve sales goals
• Effectively delegate assignments to assigned direct reports, instruct and monitor progress, and ensure work product is consistently high quality
• Support Director in proactive monitoring of all relevant data such as utilization, Accounts Receivable, discretionary spending, etc
• Meet or exceed defined individual average utilization goals (and incorporating consideration of individual revenue targets) as set forth by company leadership
• Directly manage, mentor and develop a team of assigned direct reports in a “lead by example” manner, with emphasis on creating a team and culture that is empowered to execute
• Responsible for learning business development methodology and for being proactive in supporting assigned Director with drafts of relevant work documents (reports, presentations) or client communications
• Travel as necessary to support client, employee, and leadership needs
• Establish quality control of service delivery, maintaining an excellent reputation of quality
• Lead and manage in a manner that assists with rapid identification and escalation to Director of any client, team member or operational challenges
• Perform detailed transaction testing, fund tracing, and financial reconstruction
• Manage large populations of financial and accounting data
• Evaluate internal controls and identify risk exposures
• Support insurance claims and post-acquisition disputes
• Lead and manage in support of strategic plans that align with the organization’s vision and defined business objectives
• Responsible for leading and managing in alignment with the development of the overall practice in achieving profit objectives
• Support construction of strong cross-functional teams to achieve success in shared goals, understanding that multiple perspectives and talents build stronger teams and results
• Manage assigned projects consistent with contracts and proactively alert assigned Director to any potential challenges or issues
• Ensure compliance of operations with all local, state and Federal (and International, if applicable) regulations, as well as compliance with company policy
• Ensure consistent high quality on deliverables for the practice
• Other duties as assigned
Skills
• Requires Bachelor's degree and 5 years of related experience, or a Master's degree and 3 years of related experience, or 8 years of related experience and no degree, and 3 years of supervisory experience
• Analytical mindset with strong organizational, problem-solving, and critical thinking skills
• Certified Public Accountant (CPA) or Certified Fraud Examiners (CFE) preferred
• Experience in providing reliable work product review for technical deliverables
• Able to communicate effectively (written and verbal) with co-workers, clients, subcontractors, and vendors
• Able to provide oversight and direction to assigned staff
• Strong leadership, communication and organizational skills
• Strong analytical and problem-solving skills
• Developing increased emotional intelligence to work effectively with a wide variety of individuals at all levels, both internally and externally
• Able to handle multiple priorities and perform consistently and positively under high stress conditions
• Knowledge of computer operations and standard software packages (word processing, spreadsheets, Adobe) required
• Certified Public Accountant (CPA) or Certified Fraud Examiners (CFE)
Benefits
• Multiple healthcare and dental plan options
• Company-paid Life Insurance
• Short-Term Disability
• Long-Term Disability coverage
• 401(k) plan with immediate matching and full vesting
• Flexible Spending Accounts
• Robust Employee Assistance Program
• Generous paid time off program, including vacation, sick time, and paid holidays
• Tuition reimbursement and personalized support for employees pursuing advanced education
Company Overview
• The Vertex Companies, LLC (VERTEX) is a global, multi-disciplined professional services firm that offers forensics, expert witness services, construction project advisory, compliance, and regulatory consulting to a broad array of clients and industries. It was founded in 1995, and is headquartered in Weymouth, Massachusetts, USA, with a workforce of 501-1000 employees. Its website is http://vertexeng.com.
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Responsibilities
• Direct forensic investigations involving fraud, misappropriation, financial misstatements, and compliance violations
• Lead document reviews, data analytics efforts, and detailed quality control reviews
• Perform various analyses to assist in determining damages and to support other project objectives
• Prepare clear investigative reports for boards, counsel, regulators, and insurers
• Responsible for supporting assigned Director in meeting or exceeding the defined annual budget for the entire practice area/practice division (including proactive management of assigned resources to meet or exceed defined utilization targets, oversight of execution of profitable engagement work streams, and communication with clients as assigned or requested)
• Responsible for managing and leading the execution of any new accounts and supporting the retaining and expansion of existing engagements to achieve sales goals
• Effectively delegate assignments to assigned direct reports, instruct and monitor progress, and ensure work product is consistently high quality
• Support Director in proactive monitoring of all relevant data such as utilization, Accounts Receivable, discretionary spending, etc
• Meet or exceed defined individual average utilization goals (and incorporating consideration of individual revenue targets) as set forth by company leadership
• Directly manage, mentor and develop a team of assigned direct reports in a “lead by example” manner, with emphasis on creating a team and culture that is empowered to execute
• Responsible for learning business development methodology and for being proactive in supporting assigned Director with drafts of relevant work documents (reports, presentations) or client communications
• Travel as necessary to support client, employee, and leadership needs
• Establish quality control of service delivery, maintaining an excellent reputation of quality
• Lead and manage in a manner that assists with rapid identification and escalation to Director of any client, team member or operational challenges
• Perform detailed transaction testing, fund tracing, and financial reconstruction
• Manage large populations of financial and accounting data
• Evaluate internal controls and identify risk exposures
• Support insurance claims and post-acquisition disputes
• Lead and manage in support of strategic plans that align with the organization’s vision and defined business objectives
• Responsible for leading and managing in alignment with the development of the overall practice in achieving profit objectives
• Support construction of strong cross-functional teams to achieve success in shared goals, understanding that multiple perspectives and talents build stronger teams and results
• Manage assigned projects consistent with contracts and proactively alert assigned Director to any potential challenges or issues
• Ensure compliance of operations with all local, state and Federal (and International, if applicable) regulations, as well as compliance with company policy
• Ensure consistent high quality on deliverables for the practice
• Other duties as assigned
Skills
• Requires Bachelor's degree and 5 years of related experience, or a Master's degree and 3 years of related experience, or 8 years of related experience and no degree, and 3 years of supervisory experience
• Analytical mindset with strong organizational, problem-solving, and critical thinking skills
• Certified Public Accountant (CPA) or Certified Fraud Examiners (CFE) preferred
• Experience in providing reliable work product review for technical deliverables
• Able to communicate effectively (written and verbal) with co-workers, clients, subcontractors, and vendors
• Able to provide oversight and direction to assigned staff
• Strong leadership, communication and organizational skills
• Strong analytical and problem-solving skills
• Developing increased emotional intelligence to work effectively with a wide variety of individuals at all levels, both internally and externally
• Able to handle multiple priorities and perform consistently and positively under high stress conditions
• Knowledge of computer operations and standard software packages (word processing, spreadsheets, Adobe) required
• Certified Public Accountant (CPA) or Certified Fraud Examiners (CFE)
Benefits
• Multiple healthcare and dental plan options
• Company-paid Life Insurance
• Short-Term Disability
• Long-Term Disability coverage
• 401(k) plan with immediate matching and full vesting
• Flexible Spending Accounts
• Robust Employee Assistance Program
• Generous paid time off program, including vacation, sick time, and paid holidays
• Tuition reimbursement and personalized support for employees pursuing advanced education
Company Overview
• The Vertex Companies, LLC (VERTEX) is a global, multi-disciplined professional services firm that offers forensics, expert witness services, construction project advisory, compliance, and regulatory consulting to a broad array of clients and industries. It was founded in 1995, and is headquartered in Weymouth, Massachusetts, USA, with a workforce of 501-1000 employees. Its website is http://vertexeng.com.
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