Forensic and Valuation Services Manager
Listed on 2026-05-06
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Finance & Banking
Corporate Finance, Financial Consultant -
Management
Business Consulting Indianapolis, Indiana Louisville, Kentucky Raleigh, North Carolina Cincinnati, Ohio Fort Wright, Kentucky West Chester, Ohio
About the TeamDean 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 RoleThe 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- Lead and manage forensic accounting and business valuation engagements from start to finish, ensuring projects are completed accurately, efficiently, and within budget.
- Review work papers, 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.
- 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.
- Participate in business development activities, including proposal preparation, networking, and…
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