Chicago, IL, USA
5 days ago
Managing Director, Valuation & Transaction Disputes

Ankura is a team of excellence founded on innovation and growth.

The Opportunity – Managing Director – (Finance/Accounting - CPA preferred)

Ankura’s Valuation and Transaction Advisory (VTA) practice helps companies and counsel address complex financial issues, including navigating challenging and high stakes legal and regulatory matters, as well as provide in-depth advisory services on transaction, restructuring, strategic, tax and financial reporting issues. Our testifying experts have delivered expert witness testimony on some of the most complex valuation, accounting, solvency, and damages matters in U.S. Tax Court, U.S. Bankruptcy Court, and U.S. District Court, as well as in state courts, arbitrations, mediations, and international settings. We also regularly advise companies and creditors on restructuring matters, including assessing solvency related to fraudulent conveyance allegations and conducting liquidation and forensic accounting analyses.

Our team is built with highly experienced senior professionals with multi-disciplinary and diverse backgrounds and perspectives. We are driven to innovate, to stay ahead of the curve, and see opportunities where industries, technologies, and trends overlap. We provide empirically based analyses, backed up with evidence and data, and we place enormous value on collaborative lateral thinking to tackle problems and provide clarity and expertise to our clients.

We value companies, business interests, intangible assets, and illiquid and complex financial assets. We also perform forensic accounting analyses, work with debtors and creditors in restructuring transactions, perform solvency reports in contentious matters, prepare economic damages assessments, and provide testimony to government regulators.

Role and Responsibilities

Ankura’s VTA practice is a diverse, tight-knit team of finance and accounting professionals. We currently have an opening for a qualified finance/accounting professional to join our VTA community as a Managing Director based out of our New York or Chicago offices. We look for candidates with strong valuation experience, financial statement analysis, detailed fact finding and research, and technical GAAP accounting skills. The individual will have the opportunity to work collaboratively with our senior consulting professionals (and directly with our testifying experts on a regular basis) on engagements across a broad range of industries and subject matters.

Responsibilities include:

Develop complex financial analyses

Lead, develop and provide oversight to team members

Analyze historical financial information and cash flow projections

Perform detailed GL and trial balance analyses and reconstruct books and records

Research and analyze accounting and auditing standards, such as under GAAP, GAAS, and IFRS regarding technical accounting issues, including revenue recognition, fair value accounting, business combinations, and deferred tax assets and liabilities, among other issues

Contribute to the development of comprehensive, detailed valuation and other financial models

Provide detailed review and analysis of large volumes of document production

Prepare clear, concise, and compelling written reports, memos, and presentations

We seek smart, driven people to join our team who have

Strong intellectual curiosity and problem-solving skills

Ability to synthesize complex unstructured information rapidly and develop compelling insights and analysis for expert reports prepared for litigation, arbitrations, restructurings, fraudulent transfer matters, tax controversies, transaction disputes, and other high stakes matters

10+ years of experience at a:

Big-4 or other national public accounting firm or equivalent experience in audit, tax, or consulting, or

Leading expert services, global valuation, or economics consulting firm

Strong aptitude for report writing, valuation assignments, and performing complex financial and accounting analyses

Dedication to taking personal ownership of work product and consistently meeting internal and external client deadlines and high-performance expectations

Excellent collaboration and proactive communication skills: ability to work with client, colleagues, and other stakeholders to define, influence, and drive complex analytical work

Proficiency in Microsoft product suite (particularly Microsoft Word and Excel)

Willingness to travel pending health and safety concerns

Demonstrate the highest degree of professionalism, ethics, quality, and integrity

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Qualification Requirements

Expert witness testimony exposure for complex valuation and solvency, forensic accounting, financial advisory, and tax controversy matters  

Exposure to financial evaluation of various types of transactions and business arrangements, including mergers and acquisitions, contracts, financing arrangements, and joint ventures.

Post-transaction disputes experience including determination of damages, analysis and calculation of pre- and post-transaction financial measures, application of U.S. GAAP including fair value and business combination accounting, and assessment of solvency and reasonably equivalent value

Bachelor’s degree from a 4-year accredited public or private college or university

MS or other advanced degree in accounting, finance, economics, or a related field is a plus

Certified Public Accountant (CPA) (or progress towards a CPA with at least 1 exam passed and meeting the 150-credit hour requirement) and/or progress made towards obtaining the Accredited Senior Appraiser (ASA), Accredited Business Valuation (ABV), Chartered Financial Analyst (CFA), or Certified Valuation Analyst (CVA) professional certifications

Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email accommodations@ankura.com or call toll-free +1.312-583-2122. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.

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