Forensic and Valuation Services Manager
Dean Dorton, Louisville, KY, United States
Business ConsultingIndianapolis, IndianaLouisville, KentuckyRaleigh, North CarolinaCincinnati, Ohio
Dean Dorton is a leading professional services firm spanning certified public accounting, business advisory, and technology solutions. We are your partners in redefining success through innovation and data-driven strategies. Our experts provide an integrated suite of audit, tax, business management, consulting and technology solutions to companies both domestic and international. We help our clients strategize, adapt, and change in every stage of business, from startup and growth to succession planning and everything in between.
About the Team
Dean Dorton’s Forensic and Valuation Services (FVS) team helps clients navigate complex financial situations with confidence and clarity. Through forensic accounting, business valuation, and litigation support, our professionals provide trusted insight during investigations, disputes, and strategic decision-making events. Combining deep technical expertise with sound judgment, the team delivers credible analyses, defensible results, and objective guidance when the stakes are high.
About the Role
The Forensic and Valuation Services (FVS) Manager is a key member of our advisory leadership team, responsible for leading valuation and forensic engagements, managing client relationships, and developing team members. This role blends technical proficiency with leadership and client advisory skills—providing opportunities to manage complex projects, mentor professionals, and contribute to the ongoing growth of the FVS practice. You will collaborate closely with firm leadership and clients to deliver high-quality, defensible work while providing strategic insight that supports critical business and legal decisions. The ideal candidate thrives in an analytical, fast-paced environment, demonstrates strong attention to detail, and is motivated by both client impact and team development.
This role may not be for you:
If you prefer routine, behind-the-scenes work with minimal client interaction, are uncomfortable managing multiple projects under deadlines, or prefer to focus solely on analysis without team leadership or client communication.
This role may be for you:
If you enjoy leading projects, mentoring others, and solving complex financial challenges. If you thrive in a dynamic environment where you can combine technical expertise with client relationship management to deliver meaningful, defensible results, this role will be a great fit.
The essential duties & responsibilities of the FVS Manager role are outlined below in correlation with Dean Dorton’s performance management impact areas.
Technical
Definition: Your specialized knowledge and expertise associated with the work you perform for/with clients (note: clients may be internal to Dean Dorton).
Lead and manage forensic accounting and business valuation engagements from start to finish, ensuring projects are completed accurately, efficiently, and within budget.
Review workpapers, valuation models, and reports prepared by Associates and Senior Associates.
Conduct and oversee complex financial analyses including business valuations, lost profits, and economic damage calculations.
Perform forensic investigations and analyses involving financial irregularities, fraud, or disputes.
Research and interpret valuation standards, case law, and industry data, applying professional judgment to unique client situations.
Prepare clear, concise, and well-supported expert reports and presentations for clients, attorneys, and courts.
Maintain technical proficiency with applicable standards (AICPA, ASA, NACVA) and software tools used in valuation and forensic engagements.
Identify potential risk areas in engagements and ensure compliance with firm quality control standards.
Behavioral
Definition: The behaviors associated with performing your job (interpersonal and leadership skills).
Serve as the primary client contact for assigned engagements, managing relationships and ensuring client satisfaction.
Lead workflow for multiple engagements, ensuring client needs, quality expectations, and deadlines are consistently met.
Communicate complex findings effectively and translate technical results into actionable insights for clients and internal stakeholders.
Demonstrate confidence, independence, and professionalism in decision-making and client interactions.
Mentor and develop team members by providing feedback, coaching, and learning opportunities.
Build trusted advisor relationships with clients through responsiveness, reliability, and insight.
Collaborate with Directors and Associate Directors to evaluate new opportunities, prepare proposals, and plan engagements.
Manage multiple priorities and demonstrate flexibility in response to evolving client and team needs.
Non-Charge
Definition: The contribution you make to Dean Dorton outside of client work.
Participate in business development activities, including proposal preparation, networking, and thought leadership initiatives.
Serve as a mentor and Career Advisor, supporting the professional growth and engagement of FVS team members.
Lead or participate in internal initiatives focused on process improvement, methodology development, and training.
Support recruiting and onboarding of new team members within the FVS practice.
Specialize in an industry vertical or service line to provide subject matter expertise and internal education.
Contribute to the development of internal resources, templates, and best practices.
Promote firm culture by engaging in firm-wide events, committees, and community activities.
Commit to ongoing professional learning and credential attainment to enhance expertise and client service quality.
Experience & Qualifications
Bachelor’s degree in Accounting, Finance, Economics, or a related field required.
CPA, ASA, ABV, or CFE designation (or active pursuit) strongly preferred.
Minimum of six (6) years of experience in valuation, forensic accounting, or financial consulting, including supervisory experience.
Strong analytical and problem-solving skills with advanced Excel and financial modeling proficiency.
Excellent written and verbal communication skills, including experience drafting valuation and expert reports.
Proven ability to manage multiple projects and priorities in a deadline-driven environment.
Software & Tools
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
Business Valuation Resources (BVR), PitchBook, or Capital IQ
Power BI or other data visualization tools
CaseWare, Adobe Acrobat, and other forensic or litigation support tools
The Fun Stuff
Work isn’t all work! We want to make your experience at Dean Dorton a great one. From your health and happiness to your long-term satisfaction, we focus on YOU! A few highlights are listed below:
Flexible work schedules and environment
Unlimited Paid Time Off (PTO)
Paid family leave, medical leave, and maternity/paternity leave programs
Retirement benefits, including a best-in-class employer match and automatic profit sharing.
Telemedicine, mental health resources and wellness program reimbursement
This job description is intended to describe the general nature and level of work being performed by team members assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Additionally, responsibilities and duties may vary depending on business needs and individual circumstances. Dean Dorton is an equal opportunity employer.
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Dean Dorton is a leading professional services firm spanning certified public accounting, business advisory, and technology solutions. We are your partners in redefining success through innovation and data-driven strategies. Our experts provide an integrated suite of audit, tax, business management, consulting and technology solutions to companies both domestic and international. We help our clients strategize, adapt, and change in every stage of business, from startup and growth to succession planning and everything in between.
About the Team
Dean Dorton’s Forensic and Valuation Services (FVS) team helps clients navigate complex financial situations with confidence and clarity. Through forensic accounting, business valuation, and litigation support, our professionals provide trusted insight during investigations, disputes, and strategic decision-making events. Combining deep technical expertise with sound judgment, the team delivers credible analyses, defensible results, and objective guidance when the stakes are high.
About the Role
The Forensic and Valuation Services (FVS) Manager is a key member of our advisory leadership team, responsible for leading valuation and forensic engagements, managing client relationships, and developing team members. This role blends technical proficiency with leadership and client advisory skills—providing opportunities to manage complex projects, mentor professionals, and contribute to the ongoing growth of the FVS practice. You will collaborate closely with firm leadership and clients to deliver high-quality, defensible work while providing strategic insight that supports critical business and legal decisions. The ideal candidate thrives in an analytical, fast-paced environment, demonstrates strong attention to detail, and is motivated by both client impact and team development.
This role may not be for you:
If you prefer routine, behind-the-scenes work with minimal client interaction, are uncomfortable managing multiple projects under deadlines, or prefer to focus solely on analysis without team leadership or client communication.
This role may be for you:
If you enjoy leading projects, mentoring others, and solving complex financial challenges. If you thrive in a dynamic environment where you can combine technical expertise with client relationship management to deliver meaningful, defensible results, this role will be a great fit.
The essential duties & responsibilities of the FVS Manager role are outlined below in correlation with Dean Dorton’s performance management impact areas.
Technical
Definition: Your specialized knowledge and expertise associated with the work you perform for/with clients (note: clients may be internal to Dean Dorton).
Lead and manage forensic accounting and business valuation engagements from start to finish, ensuring projects are completed accurately, efficiently, and within budget.
Review workpapers, valuation models, and reports prepared by Associates and Senior Associates.
Conduct and oversee complex financial analyses including business valuations, lost profits, and economic damage calculations.
Perform forensic investigations and analyses involving financial irregularities, fraud, or disputes.
Research and interpret valuation standards, case law, and industry data, applying professional judgment to unique client situations.
Prepare clear, concise, and well-supported expert reports and presentations for clients, attorneys, and courts.
Maintain technical proficiency with applicable standards (AICPA, ASA, NACVA) and software tools used in valuation and forensic engagements.
Identify potential risk areas in engagements and ensure compliance with firm quality control standards.
Behavioral
Definition: The behaviors associated with performing your job (interpersonal and leadership skills).
Serve as the primary client contact for assigned engagements, managing relationships and ensuring client satisfaction.
Lead workflow for multiple engagements, ensuring client needs, quality expectations, and deadlines are consistently met.
Communicate complex findings effectively and translate technical results into actionable insights for clients and internal stakeholders.
Demonstrate confidence, independence, and professionalism in decision-making and client interactions.
Mentor and develop team members by providing feedback, coaching, and learning opportunities.
Build trusted advisor relationships with clients through responsiveness, reliability, and insight.
Collaborate with Directors and Associate Directors to evaluate new opportunities, prepare proposals, and plan engagements.
Manage multiple priorities and demonstrate flexibility in response to evolving client and team needs.
Non-Charge
Definition: The contribution you make to Dean Dorton outside of client work.
Participate in business development activities, including proposal preparation, networking, and thought leadership initiatives.
Serve as a mentor and Career Advisor, supporting the professional growth and engagement of FVS team members.
Lead or participate in internal initiatives focused on process improvement, methodology development, and training.
Support recruiting and onboarding of new team members within the FVS practice.
Specialize in an industry vertical or service line to provide subject matter expertise and internal education.
Contribute to the development of internal resources, templates, and best practices.
Promote firm culture by engaging in firm-wide events, committees, and community activities.
Commit to ongoing professional learning and credential attainment to enhance expertise and client service quality.
Experience & Qualifications
Bachelor’s degree in Accounting, Finance, Economics, or a related field required.
CPA, ASA, ABV, or CFE designation (or active pursuit) strongly preferred.
Minimum of six (6) years of experience in valuation, forensic accounting, or financial consulting, including supervisory experience.
Strong analytical and problem-solving skills with advanced Excel and financial modeling proficiency.
Excellent written and verbal communication skills, including experience drafting valuation and expert reports.
Proven ability to manage multiple projects and priorities in a deadline-driven environment.
Software & Tools
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
Business Valuation Resources (BVR), PitchBook, or Capital IQ
Power BI or other data visualization tools
CaseWare, Adobe Acrobat, and other forensic or litigation support tools
The Fun Stuff
Work isn’t all work! We want to make your experience at Dean Dorton a great one. From your health and happiness to your long-term satisfaction, we focus on YOU! A few highlights are listed below:
Flexible work schedules and environment
Unlimited Paid Time Off (PTO)
Paid family leave, medical leave, and maternity/paternity leave programs
Retirement benefits, including a best-in-class employer match and automatic profit sharing.
Telemedicine, mental health resources and wellness program reimbursement
This job description is intended to describe the general nature and level of work being performed by team members assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Additionally, responsibilities and duties may vary depending on business needs and individual circumstances. Dean Dorton is an equal opportunity employer.
#J-18808-Ljbffr