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July 8th, 2020, Richmond Hill

CBV Manager/Senior Manager

Grewal Guyatt LLP

Overview

Reporting to the Business Valuation and Litigation Support Partner, the Senior 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. The ideal candidate will also have experience in forensic matters.

Grewal Guyatt offers a competitive salary and benefits package with opportunities for additional career advancement.

Key Responsibilities:

  • Assist in engagement planning including identification of key issues, methodology and budgeting
  • Oversight of information requests and productions
  • Analyze financial information
  • 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
  • Delegate work to team members and supervise to ensure accuracy and completeness
  • Management of team members to ensure quality of work product
  • Assist with internal training and external presentations

Candidate Profile:

  • Must possess CPA and CBV designations.
  • A designation in the area of forensics (CFE, CFF) is an asset, but not required.
  • A minimum of five years’ experience in the areas of business valuation and/or litigation support
  • 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

Firm Services:

We offer a wide range of valuation and related services, including:

  • Litigation support in the areas of estates and family law, shareholder disputes, general commercial litigation, insurance claims, and personal injury.
  • Valuations in the context of corporate reorganizations; estate planning assignments; management buy outs; going private transactions (fairness opinions); formal valuations; shareholder and employee share purchases, etc.,
  • Fair value for financial reporting.
  • Corporate finance – valuations in connection with the purchase and sale of business interests, due diligence services (quality of earnings reports), and assisting both purchasers and sellers in the negotiation of terms for the purchase.

Apply Now!

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