Job Details

Overview

Business Advisory Quality of Earnings Manager - Valuation, Financial Forensics, Litigation (VFL)

Reports To | Supervisor
BAS Senior Managers and above within the BAS Team

Summary of Job Function: At LGA, our primary focus is on our people. As a Manager in LGA's Business Advisory service line, you will work as both a quantitative and qualitative problem solver, a deep and critical thinker, be passionate about overseeing a portfolio of clients, providing high-level advisory and compliance services, and comfortable working on a wide array of complex business challenges and thrives in a fast-paced team environment.

Responsibilities

• Lead comprehensive quality of earnings analyses for clients involved in mergers, acquisitions, or investment transactions.
• Review and evaluate historical financial statements, including income statements, balance sheets, and cash flow statements.
• Identify key drivers of revenue, expenses, and EBITDA adjustments to ensure accurate representation of financial performance.
• Conduct detailed due diligence procedures on client financials, accounting policies, and internal controls.
• Collaborate with clients, attorneys, investment bankers, and other advisors during M&A transactions.
• Prepare reports and presentations summarizing findings and highlighting potential risks or opportunities.
• Manage multiple QoE engagements simultaneously, ensuring timelines, budgets, and client expectations are met.
• Coordinate team members' efforts, assign tasks, and review work for accuracy and completeness.
• Maintain project documentation and communicate progress to clients and internal stakeholders.
• Serve as a primary point of contact for clients during QoE engagements.
• Provide insights, recommendations, and strategic guidance based on financial analysis.
• Build and maintain strong relationships with clients to foster trust and future business opportunities.
• Communicate with clients, including preparing and conducting management interviews
• Researches valuation/accounting/tax issues and applies them to specific engagements
• Understands client/case issues from multiple angles, and opposing perspectives and develop credible conclusions
• Tracks statuses to identify and drive lagging cases/projects forward, additional staff work opportunities, etc.
• Maintains active communication with clients and participate in new business development initiatives
• Remains current with developments in accounting/finance theory and techniques
• Has a willingness and ability to serve as an Engagement Partner on accounts determined by client needs and/or Firm
• Demonstrates solid knowledge of Accounting, Tax, Financial Modelling and Analysis proficiencies and is sought out by peers as a resource in respective specialization(s)
• Demonstrates solid knowledge of Business Writing and Critical Analysis proficiencies and is sought out by peers as a resource in respective specialization(s)
• Demonstrates solid knowledge of Presentation and Oral Delivery Skills proficiencies and is sought out by peers as a resource in respective specialization(s)
• Initiates engagement plan to maximize efficiency and effectiveness on engagement executes engagement plan with limited assistance from Partner
• Provides guidance to client and staff regarding appropriate internal controls. Recognizes deficiencies in controls and recommends solutions to the Partner
• Proactively identifies and communicates issues to clients, provides value added advice; actively seeks specialized knowledge
• Researches and recommends solutions on high risk and complex technical issues. Uses Firm's technology platform to enhance engagement efficiency; develops technology strategy during engagement planning
• Able to master all BAS products and services vs. specializing in a given subset
• Commitment to understand and advance engagements within valuation, financial forensics and quality of earnings advisory services.

Education and Experience

• Bachelor's degree in Accountancy, Marketing, Finance, or a related field
• Master's degree in Accountancy, Marketing, Finance or a plan to pursue preferred
• One or more of the following credentials: certified public accountant (CPA), chartered financial analyst (CFA), preferred 5-10 years' experience in a related field
• 5+ years of experience preparing quality of earnings reports
• 3+ year of experience managing engagement workflow, overseeing and developing team members on valuation and financial forensic concepts and interacting with clients

Required Qualifications

• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.).
• Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus.
• Ability to review and troubleshoot BAS software issues and guide junior staff in usage.
• Comfortable working in a technology-driven, paperless environment.
• Strong organizational skills, detail oriented, and able to manage multiple deadlines.
• Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line.
• Excellent attention to detail with the ability to think outside the box
• Must have an understanding of corporate and personal income tax regulations
• Ability to work independently and as part of a team
• Demonstrated skill in reviewing work prepared by junior team members, identifying errors, and ensuring compliance.
• Ability to mentor and train junior team members, providing constructive feedback.
• Acts as a culture carrier, ensuring alignment with the firm's vision and values.
• Respect for compliance and confidentiality.

Work Environment and Physical Demands

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• This job is performed in an office setting, indoors, and at times travel to one of the other firm offices may be required.
• Dexterity of hands and fingers to operate a computer keyboard, mouse, and other machines.
• While performing the duties of this Job, the employee is regularly required to stand and walk.
• Talk or hear.
• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
• Overtime may be required to meet project deadlines and support the team during traditional peak seasons.

LGA is committed to providing an equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please email us at ...@lga.cpa.

Service Line: Internal, BAS Team

Function: Billable

FLSA Status: Exempt

Location: Any LGA Office (Woburn, MA, Chestnut Hill, MA or Salem, NH) or remote

Employment Type: Experienced

Degree Required: Yes

Direct Reports/Supervisory Responsibility: Yes

Travel: Occasionally between LGA offices and client sites