Associate, Disputes and Investigations (Forensic Valuation)
Alvarez & Marsal is a global consulting firm known for its entrepreneurial and results-oriented professionals. The Associate role in the Disputes and Investigations practice involves resolving complex matters for clients through financial analysis, valuation, and litigation support. Responsibilities You will be part of a team helping to resolve complex matters that pose a threat or disruption to normal operations for our clients You will perform directed research, conduct financial, valuation, and/or damages analysis, and provide litigation support You will be helping our clients and their counsel understand and resolve the financial impacts around their legal matters relating to complex accounting, valuation and financial issues across a wide range of projects involving economic disputes, claims, misunderstandings, investigations of white-collar crime, forensic accounting and consulting, and post-acquisition disputes You will develop an in-depth understanding of the client, the industry and the case to surface and address key issues, from the big picture to the smallest details You will help to develop presentations and reports to effectively communicate the analyses, findings, and insights to the client and/or Court Relying on your initiative and flexibility to deliver results in an agile and collaborative team environment, you will build strong relationships with clients, legal counsel, and expert witnesses Working on high profile and complex matters that incorporate valuation concepts and tools, including conducting data analysis and valuation modelling Working closely with Managing Directors, Senior Directors, Directors, and Managers to identify and provide any needed project support Providing support on complex accounting and valuation related matters and disputes (example project types include investigations, forensic accounting, damage calculations, solvency analysis, settlement models, post-acquisition disputes, and general litigation support) Conducting research, synthesizing information, and developing reports for high profile clients Assisting with researching technical and industry specific issues Ability to receive and act upon constructive feedback Developing and suggesting solutions to complex problems by thinking 'outside the box' Clearly presenting findings to internal team members Creating a learning environment by providing constructive 360-degree feedback Creating an inclusive team working environment with trust and respect, seeking different viewpoints that lead to continuous improvement and growth Cultivating and maintaining positive, productive, and professional relationships with colleagues Proactively communicating efficiently and effectively to all levels of the engagement team Balancing multiple client projects and other responsibilities Supporting internal development of valuation frameworks, modeling templates, and analysis tools Skills 1 to 5 years of experience in valuation, public audit and/or a forensic and dispute consulting practice Knowledge of financial statement entry and analysis, KPI development and benchmarking, comparative analysis, and financial forecasting development (three-statement modeling) Experience working on various types of complex valuation matters including restructuring (e.g., solvency) and support conclusions for key assumptions Ability to demonstrate knowledge in valuation standards (fair market value, fair value, investment value, and liquidation value) Applied understanding of valuation approaches including market (guideline, transaction), income (DCF, capitalization of earnings), cost/asset, and premise of value (going concern and liquidation) Experience in performing financial statement analysis including the use of trend, common-size, and ratio analyses Experience in three-statement financial modeling, scenario stress modelling, and creating models from scratch Ability to create discount rates using BUM, CAPM, and WACC Practical working knowledge of control premia / minority interest discounts, as well as NAV and DLOM development via OPM frameworks Advanced proficiency with Microsoft Excel for purposes of extensive data analysis and valuation modeling Proficiency with Microsoft Word and PowerPoint Proficient in use of market intelligence platforms (S&P Capital IQ, Bloomberg etc.) Excellent written and oral communication skills Effective interpersonal and team management skills High level of attention to detail and accuracy Ability and willingness to maintain a flexible work schedule in order to meet client needs Hybrid - Ability to work in a flexible hybrid work arrangement, part time in physical office and remote Flexibility to travel Estimate time required for various project tasks and workstreams and deliver results Execute on and manage multiple workstreams Develop/implement solutions to complex problems; ability to 'think outside the box' Experience in supervising, developing and motivating staff by providing them with leadership, mentoring, performance feedback and career guidance Ability to build internal and external relationships, and assist with research for business development Bachelor's degree in accounting (preferred), finance, economics or other business related field Accounting, auditing and valuations experience gained at a Big 4 accounting firm and/or independent consulting firm Valuation certification such as ASA/MRICS (or equivalent certification) desired CPA designation preferred Prior practical or analytical experience in the real estate industry or exposure to real estate appraisal is considered an asset Benefits Healthcare plans Flexible spending and savings accounts Life AD&D Disability coverages 401(k) retirement plan Discretionary contribution to their 401(k) from Alvarez & Marsal Company Overview Alvarez & Marsal provides advisory services related to turnaround management and performance improvement. It was founded in 2003, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is