Forensic Accounting & Business Valuation Senior Manager

Forensic Accounting & Business Valuation Senior Manager

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• Job Identification 4384
• Posting Date 11/11/2025, 11:39 PM
• Locations 555 Long Wharf Dr, 8th Floor, New Haven, CT, 06511, US
• Base Range $150,000 - $175,000
• Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the “About Us” section.

• Perform, oversee and execute all aspects of business valuation engagements, including development of financial analysis, valuation models, exhibits and reports.
• Review, analyze and compare valuations of opposing experts.
• Communicate and work with a broad client base consisting of private equity firms, publicly‑traded companies, venture‑backed companies, etc.
• Ability to learn and perform business and derivative valuations using option pricing models and Monte‑Carlo analysis.
• Participate in client assignments from beginning to end.
• Identify and communicate case issues, findings, and improvement opportunities with managers and partners to resolve client issues discovered during engagements.
• Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients.
• Assist in preparation of exhibits and background information for expert witness testimony.
• Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct.
• Participate in training and developing staff and building a team‑centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to client expectation.

• Master’s degree in Finance, Accounting or related field.
• Experience valuing alternative asset managers such as hedge funds and private equity.
• Knowledgeable of the relevant statutory and family codes, and their applicability to valuation standards and accounting principles in performance of forensic accounting.
• Must have active ASA, CFA, CPA or equivalent certification.

• Bachelor's degree required.
• 8 years of experience in public accounting or related field.
• 5 years supervisory experience.
• Must have active CPA or equivalent certification.
• Ability to manage all aspects of client engagements.
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
• Proficient use of applicable technology.
• Must be able to travel based on business needs.

At this time, CBIZ is not engaging with applicants who require sponsorship.

The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter.

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.