Sr. Manager
13 hours ago
Seeking a Sr. Manager - Valuations and Litigation professional with Canadian CPA and CBV designation to lead a team in Richmond Hill, ON.
Key responsibilities include engagement planning, budgeting, and review, as well as detailed review of models and reports.
Requirements include 2-5 years of experience managing a team, 4-7 years of experience in valuations and litigation support, and expertise in financial modeling and valuation analysis.
Additional requirements include advanced Excel skills, excellent written and verbal communication skills, and ability to perform in a fast-paced environment.
Key skills include Canadian CPA and CBV designation, CFF or CFE designation, experience with matrimonial litigation, estate litigation, and personal injury reports.
Key responsibilities include:
- Engagement planning, including preparing and reviewing quotes/budgets, identifying primary and other issues, determining approach, assigning tasks to staff, etc.
- Reviewing budgets and timelines for each engagement throughout each month.
- Tracking file status and ensuring that progress is consistent with expectations.
- Liaising with clients to acquire information, manage expectations, and provide progress updates.
- Detailed review of models/schedules and reports, with a particular focus on litigation support engagements.
- Communication of constructive criticism to direct reports.
- Maintenance of Job Status List daily/weekly, and communication of file status to partners.
- Assistance with expected monthly billings, and review of actual invoices.
- Where necessary, update of schedules and reports, as well as other completion documents, in order to close-out files in an efficient manner.
- Developing business proposals and presentations communicated to current and prospective clients.
- Train and develop Associates, Junior Associates and interns.
- Conduct annual performance reviews with Associates and Interns.
- Meet target billable hours and engage in business development activities.
- Continuous improvement: Critically assess internal processes and templates and recommend improvements on an ongoing basis.
- Provide upward feedback to improve processes and communication.
- Create and implement division Standard Operating Procedures (SOPs).
- Deliver KPI results to the Managing Partners and Executive team.
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