Associate Director, Business Valuations & Damages at Secretariat Advisors LLC in Houston, Texas

Job Description:

Job Description:

THE COMPANY

Secretariat is your source for independent expert advisory services. Secretariat specializes in international arbitration, general commercial arbitration/litigation, forensic accounting, economic damages, construction, and government contracting. Secretariat's experts maintain integrity, quality, and objectivity when solving complex disputes, delivering detailed analyses, and articulating meaningful results in a clear and concise manner.

Secretariat was recently ranked as one of the top 4 firms in Global Arbitration Review's prestigious GAR 100 Expert Witness Firms' Power Index, and 90% of Secretariat's experts are recognized as leading experts in their field by the independent Who's Who Legal.

We are currently seeking talented financial professionals to join our growing office in Chicago in the role of Associate Director.

RESPONSIBILITIES

Exceptional analytical skills, solid quantitative training, remarkable communication skills, and creativity are the foundation for successful associates at Secretariat. Successful candidates will join an expanding domestic and international business valuation and damages quantification practice. Our Chicago-based group works on large and complex commercial damages matters involving misappropriations of assets, business valuations, post-acquisition disputes, forensic accounting investigations, financial reporting, and myriad of other domestic and international disputes. These cases will give the successful candidate exposure to unique, complex, interesting issues, often integrating valuation, finance, accounting, economics, and legal principles.

We offer competitive compensation and benefits, and we support the continuing professional development of our employees.

• Manage the assignment from "cradle to grave" including designing and implementing the work plan, allocating and managing the team members, reporting and presenting findings, and maintaining responsibility for the budget and administrative aspects. Above all, you will be responsible for maintain the highest quality of client service throughout the assignment.


• Be the operational client-facing member of the assignment team. This will require the ability to develop and maintain client relationships and manage expectations.


• Actively participate in business development by identifying potential new clients and business leads, as well as developing your own professional network through attendance at relevant conferences and events.


• Engage in marketing activities including the drafting of articles, participation in webinars/seminars, and supporting and promoting Secretariat events.


• Prepare, and present as part of a team, pitches, and commercial/technical proposals for prospective clients.


• Demonstrate appropriate judgment when considering risks - both to the client and to Secretariat - arising from the assignment. This includes taking responsibility for compliance with internal risk processes and policies throughout the assignment.


• Coach and develop junior members of the team including providing feedback, both on an ad hoc basis and as part of the appraisal process, and actively supporting their development needs.

QUALIFICATIONS

• Requisite professional designations and work experience:
  
  
  • Fully qualified holder of the CPA and/or CFA designation
  
  
  • Holder of or pursuing a credential in valuation (ABV, CVA, ASA or equivalent)
  
  
  • 6+ years of prior experience in economic damages and/or business valuation
  
  
  • Prior experience at one of the 'Big Four' accounting firms would be an asset
  
  
  
  


• Strong expert report writing skills to complement analytics


• Able to quickly assimilate relevant information in unfamiliar situations and develop creative approaches and solutions necessary to resolve complex problems


• The ability to manage and prioritize your time and your team's time, potentially against a backdrop of competing deadlines


• The ability to manage team members, both junior and senior, as well as external stakeholders


• The ability to work independently whilst knowing which issues and risks need to be highlighted to senior staff, ideally accompanied by suggested viable solutions


• Excellent analytical and problem resolution abilities


• Excellent listening, verbal, written, technical, and presentation skills


• The desire to join in with, and/or lead, auxiliary tasks associated with a growing practice within a rapidly growing firm


• Proficient with Microsoft Office products, including Excel and PowerPoint


• The ability to travel

Secretariat is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.