Associate, Forensic Investigations & Disputes - Secretariat Advisors LLC
San Francisco, CA 94102
About the Job
ABOUT THE FIRM
Secretariat professionals are trusted in the highest-stakes legal, risk, and regulatory matters around the world.
When you join Secretariat, you become part of a rapidly growing elite team of bright minds and passionate problem-solvers. Your skills and expertise will be utilized on day one - working with the world's most renowned law firms, leading corporations, and influential institutions to address complex issues that shape critical financial, accounting, economic, and strategic business decisions.
Our globally integrated teams are united by the ambition, energy, and commitment they bring to every challenge. We inspire and empower an open, collaborative culture that embraces ongoing professional development, recognition, diversity, and - most importantly - you.
Make your impact at Secretariat.
ABOUT Our Forensic Investigations team
As part of our expanding Forensic Investigations & Disputes team, you will join a select group of the world's foremost experts and advisors. The facts prove it. We are ranked #1 in Global Arbitration Review's prestigious Expert Witness Firm Power Index in 2024, and over 90% of our testifying experts are recognized as leading experts by Who's Who Legal .
We are a collaborative team of experienced accountants, certified fraud examiners, finance professionals, data analysts, economists, PhDs, certified business valuators, investment analysts, and industry specialists - all working together to address the most complex investigations and litigation issues no matter the industry or global location.
RESPONSIBILITIES
Exceptional analytical skills, solid quantitative training, excellent communication skills, and creativity are the foundation for successful professionals at Secretariat. Successful candidates will join an expanding global forensic investigations practice. Our practice works on a variety of complex and interesting investigative matters involving a variety of subjects, including allegations of financial reporting fraud, bribery and corruption, misappropriations of assets, business intelligence and asset tracing, post-acquisition disputes, securities fraud, and a myriad of domestic and international disputes. These cases will give successful candidates exposure to unique, complex, interesting issues, often integrating, finance, accounting, economics, and legal principles.
We offer competitive compensation and benefits, and we support the continuing professional development of our employees.
Principal responsibilities include the following:
- Conduct financial, accounting, and industry research
- Analyze accounting, financial and other business records, and report findings to other team members
- Assist with e-discovery reviews and analysis
- Assist with the preparation of damages and other forensic accounting reports and client presentations
- Assist with the preparation of reports examining the conclusions of other experts
- Communicate with clients and counsel
- Prepare for and attend client meetings, hearings, trials and mediations
- Manage the day-to-day requirements of multiple engagements
QUALIFICATIONS
- Requisite professional designations and work experience:
- Bachelor's degree in Accounting, Finance, or similar, from an accredited university or college
- 2 + years of prior experience in Forensic Investigations, Disputes or Audit
- Prior experience at one of the 'Big Four' accounting firms would be an asset
- Pursuing CPA, CFF, CFA, CFE, a plus
- Strong 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 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
- Highly proficient with Microsoft Office products, particularly Excel and PowerPoint
- The ability to travel as needed
- Working proficiency in a second non-English language is a plus
Salary Range
- $75,000 - $105,000
Secretariat is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.