BAS Principal - Valuation, Financial Forensics, Litigation (VFL)
LitmanGerson Associates, Woburn, MA, United States
Business Advisory Principal – Valuation, Financial Forensics, Litigation (VFL)
Reports To | Supervisor
Managing Director of Business Advisory
Summary of Job Function At LGA, our primary focus is on our people. As a Principal in LGA's BAS service line, you will play an integral role in driving the continued growth of our dynamic firm. This is a leadership position for a highly experienced BAS professional who is passionate about client impact, thrives on building trusted client relationships, and is committed to developing and mentoring the team.
Essential Job Duties
Commitment to understand and advance engagements within valuation, financial forensics and quality of earnings advisory services.
Acts as the firm's preeminent resource in specific technical areas
Provides advice and council to clients, partners, and staff
Manages client expectations, develop solutions, and champions the implementation of client needs and ideas
Consistently meets client deadlines timely and adheres to delivering specific client scopes
Identifies and recommends additional services that would be beneficial to clients
Provides exceptional customer service, ensuring client understands services, processes, etc.
Provides high-level oversight of work performed on clients
Provides technical support to generate leads, contacts, and revenue
Continues to develop and maintain contact with existing clients
Attends Leadership meetings as needed and provide input on firm initiatives, strategies, etc.
Adheres to applicable laws, financial regulations and industry standards
Is a technical resource for partners and staff to resolve issues within practice segments and/or industry specialization(s); resolves issues and risks with client senior management. Considers a broad range of perspectives when developing new approaches or solutions
Demonstrates innovation and creativity to maximize efficiency and effectiveness on complex engagements; effectively executes plan; proactively updates partner on progress (good and bad), delivers issues with recommendations
Is becoming an expert in broader products and services and is recognized by others as a source for solutions; requires little or no partner involvement
Proactively identifies and communicates issues to clients, provides value added advice; is viewed as a qualitative and quantitative resource for partners and staff to resolve issues within practice segments and/or industry specialization(s)
Identifies best practices in utilizing the Firm's technology platform, keeps abreast of advanced & new technologies, to enhance engagement profitability and client service
Ensures overall quality in Firm procedures and in applying professional standards
Commitment to master all BAS products and services vs. specializing in a given subset
Education and Experience
Bachelor's degree in Accountancy, Marketing, Finance, or a related field
Master's degree in Accountancy, Marketing, Finance or a plan to pursue preferred
One or more of the following credentials: certified public accountant (CPA), certified valuation analyst (CVA), accredited in business valuation (ABV), chartered financial analyst (CFA), certified business appraiser (CBA), accredited senior appraiser (ASA), certified divorce financial analyst (CDFA) CPA, CVA, ABV, CBA, or ASA certification is required 10+ years' of recent experience in a related field, with a proven ability to lead and develop client relationships.
Required Qualifications
Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.).
Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus.
Ability to oversee and troubleshoot BAS software issues, ensuring the firm maximizes efficiency through technology.
Comfortable working in a technology-driven, paperless environment.
Strong organizational skills, detail oriented, and able to manage multiple deadlines.
Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line.
Demonstrated skill in reviewing work prepared by junior team members, identifying errors, and ensuring compliance.
Coaches and mentors senior managers, managers, and junior staff to ensure talent development.
Recognized as a technical resource and thought leader, providing guidance on complex BAS matters.
Excellent attention to detail with the ability to think outside the box
Must have an understanding of corporate and personal income tax regulations
Ability to work independently and as part of a team
Actively involved in bringing in new business and expanding existing client relationships.
Acts as a culture carrier, ensuring alignment with the firm's vision and values.
Respect for compliance and confidentiality.
The compensation range for this position is $140,000 – $230,000 annually. Actual pay will depend on various factors, including the scope and responsibilities of the role, the candidate's qualifications, skills, experience, and relevant certifications.
Work Environment and Special Physical Demands The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This job is performed in an office setting, indoors, and at times travel to one of the other firm locations is required.
Dexterity of hands and fingers to operate a computer keyboard, mouse, and other machines.
While performing the duties of this Job, the employee is regularly required to stand and walk.
Talk or hear.
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Overtime may be required to meet project deadlines and support the team during traditional peak seasons.
LGA is committed to providing an equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please email us at careers@lga.cpa.
Service Line:
Internal, BAS Team
Function:
Billable
FLSA Status:
Exempt
Location:
Any LGA Office (Woburn, MA, Chestnut Hill, MA or Salem, NH) or remote
Employment Type:
Experienced
Degree Required:
Yes
Direct Reports/Supervisory Responsibility:
Yes
Travel:
Occasionally between LGA offices and client sites
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Reports To | Supervisor
Managing Director of Business Advisory
Summary of Job Function At LGA, our primary focus is on our people. As a Principal in LGA's BAS service line, you will play an integral role in driving the continued growth of our dynamic firm. This is a leadership position for a highly experienced BAS professional who is passionate about client impact, thrives on building trusted client relationships, and is committed to developing and mentoring the team.
Essential Job Duties
Commitment to understand and advance engagements within valuation, financial forensics and quality of earnings advisory services.
Acts as the firm's preeminent resource in specific technical areas
Provides advice and council to clients, partners, and staff
Manages client expectations, develop solutions, and champions the implementation of client needs and ideas
Consistently meets client deadlines timely and adheres to delivering specific client scopes
Identifies and recommends additional services that would be beneficial to clients
Provides exceptional customer service, ensuring client understands services, processes, etc.
Provides high-level oversight of work performed on clients
Provides technical support to generate leads, contacts, and revenue
Continues to develop and maintain contact with existing clients
Attends Leadership meetings as needed and provide input on firm initiatives, strategies, etc.
Adheres to applicable laws, financial regulations and industry standards
Is a technical resource for partners and staff to resolve issues within practice segments and/or industry specialization(s); resolves issues and risks with client senior management. Considers a broad range of perspectives when developing new approaches or solutions
Demonstrates innovation and creativity to maximize efficiency and effectiveness on complex engagements; effectively executes plan; proactively updates partner on progress (good and bad), delivers issues with recommendations
Is becoming an expert in broader products and services and is recognized by others as a source for solutions; requires little or no partner involvement
Proactively identifies and communicates issues to clients, provides value added advice; is viewed as a qualitative and quantitative resource for partners and staff to resolve issues within practice segments and/or industry specialization(s)
Identifies best practices in utilizing the Firm's technology platform, keeps abreast of advanced & new technologies, to enhance engagement profitability and client service
Ensures overall quality in Firm procedures and in applying professional standards
Commitment to master all BAS products and services vs. specializing in a given subset
Education and Experience
Bachelor's degree in Accountancy, Marketing, Finance, or a related field
Master's degree in Accountancy, Marketing, Finance or a plan to pursue preferred
One or more of the following credentials: certified public accountant (CPA), certified valuation analyst (CVA), accredited in business valuation (ABV), chartered financial analyst (CFA), certified business appraiser (CBA), accredited senior appraiser (ASA), certified divorce financial analyst (CDFA) CPA, CVA, ABV, CBA, or ASA certification is required 10+ years' of recent experience in a related field, with a proven ability to lead and develop client relationships.
Required Qualifications
Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.).
Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus.
Ability to oversee and troubleshoot BAS software issues, ensuring the firm maximizes efficiency through technology.
Comfortable working in a technology-driven, paperless environment.
Strong organizational skills, detail oriented, and able to manage multiple deadlines.
Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line.
Demonstrated skill in reviewing work prepared by junior team members, identifying errors, and ensuring compliance.
Coaches and mentors senior managers, managers, and junior staff to ensure talent development.
Recognized as a technical resource and thought leader, providing guidance on complex BAS matters.
Excellent attention to detail with the ability to think outside the box
Must have an understanding of corporate and personal income tax regulations
Ability to work independently and as part of a team
Actively involved in bringing in new business and expanding existing client relationships.
Acts as a culture carrier, ensuring alignment with the firm's vision and values.
Respect for compliance and confidentiality.
The compensation range for this position is $140,000 – $230,000 annually. Actual pay will depend on various factors, including the scope and responsibilities of the role, the candidate's qualifications, skills, experience, and relevant certifications.
Work Environment and Special Physical Demands The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This job is performed in an office setting, indoors, and at times travel to one of the other firm locations is required.
Dexterity of hands and fingers to operate a computer keyboard, mouse, and other machines.
While performing the duties of this Job, the employee is regularly required to stand and walk.
Talk or hear.
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Overtime may be required to meet project deadlines and support the team during traditional peak seasons.
LGA is committed to providing an equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please email us at careers@lga.cpa.
Service Line:
Internal, BAS Team
Function:
Billable
FLSA Status:
Exempt
Location:
Any LGA Office (Woburn, MA, Chestnut Hill, MA or Salem, NH) or remote
Employment Type:
Experienced
Degree Required:
Yes
Direct Reports/Supervisory Responsibility:
Yes
Travel:
Occasionally between LGA offices and client sites
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