Director of Financial Investigations and Dispute Analysis
Location:
San Francisco , California
Posted:
November 24, 2017
Reference:
RSM1135

We are looking to hire a Director of Litigation Consulting and Dispute Services to be part of  RSM's Financial Advisory Services Consulting practice in San Francisco, CA.  As a Litigation and Dispute Services Director in the West region, you will be asked to serve as a key member of the Litigation Consulting and Dispute Services team, taking substantial responsibility in performing analytical and investigative services to major law firms, corporations, corporate counsel, and management of companies involved in complex litigation, and dispute services.  You will also take responsibility in performing analytical and investigative services to legal counsel, audit committees, government agencies, regulators, corporate boards, insurance companies, law enforcement, and management of companies involved in financial and fraud investigations.

  • This executive will focus on and drive this service offering with the region.
  • Capabilities and expectations include
    • business development (e.g.; marketing, sales, thought leadership, webinars, white papers, proposals, and branding),
    • working on and leading projects (assessments, analysis, testifying, reporting)
    • expanding the team roster (recruiting experienced and college candidates, training, career development),
    • developing incremental forensic and litigation competencies (methodologies, tools, and capabilities that align with these service offerings),
    • maintaining operational excellence (billing, collections, personnel management, scheduling, and related administrative responsibilities), and
    • continuing our history of profitable growth
  • The Director will collaborate and represent The Firm's services Lines (Risk Advisory Services, Technology Services, other Financial Advisory Services, Audit, and Tax) to clients and prospects within the West Region
  • The Director will work across regions as a collaborator and leader within the integrated, national Litigation and Dispute Advisory & Forensic Accounting and Fraud Investigations team
  • He / she will have substantial responsibility in overseeing client service delivery of solutions of the stated forensic and litigation service offerings to clients that typically include law firms, insurance companies, banks, corporate counsel and management of companies, audit committees, government agencies, regulators, and corporate boards
  • This professional will use their industry knowledge, experience, depth of technical knowledge and strong collaborative expertise to add knowledge, value, and executive leadership. This successful, dynamic accomplished executive professional will assist in developing business plans, leading and performing tasks outlined in the plans and steps necessary to contract with clients in the marketplace
  • The Director will develop and execute their practice strategy aligned with regional and national expectations to drive growth for the Firm
  • To accomplish the national consulting expectations, the Director will support the National Consulting Services line of business as needed

  • Directly reporting to the National Leader of Financial Advisory Services 
  • Dotted line to the West Consulting Leader
  • Dotted line to the Financial Investigations and Dispute Advisory, National Leader

   CPA, ABV, CFA, ASA, MBA  

 

  • Must be recognized as an expert  and have testified on numerous matters at deposition, trial and arbitration
  • Significant experience in leading teams in a matrix organization
  • Proven success and track record in building a profitable practice
  • Proven business development and sales
  • Solid capabilities for practice management, marketing and thought leadership
  • Previous experience in managing and directing the analysis and forensic investigative efforts related to complex commercial litigation, lost profits, commercial damages, insurance coverage disputes, business disputes, and valuation disputes.  Additional experience with intellectual property infringement litigation, bankruptcy matters, and other related business matters are desired
  • The successful executive will have a track record of success in exceeding client expectations
  • Will have obtained recognition in professional organizations

  • Assist in building, developing, and managing a book of business to meet goals and objectives
  • Effectively manage client relationships to exceed client satisfaction
  • Will heighten The Firm's brand by demonstrating thought leadership
  • Provide consulting service to clients by working on and leading consulting projects
  • The Director will collaborate with Firm Leadership team to accomplish these goals
  • The Director will be responsible for maintaining quality standards of excellence and best practices
  • He/ she will demonstrate exceptional leadership skills and proven success in managing and motivating teams
  • Exercise the highest levels of leadership and mentorship
  • Successfully integrate strategies defined by the firm
  • Attract, develop and retain talent
  • Ensure the continuous professional development of staff is being met.
  • Travel as needed

  • Collaborative, trustworthy, and motivated
  • Achievements of financial goals and plans established by the Firm
  • Achievement of geographic and capabilities growth as defined by the Firm
  • Participation and leadership in National Consulting expectations of standardization, integration, and collaboration
  • Development of staff along with retention and satisfaction of team members.
  • Positive leadership culture

 

  • The successful candidate will have the strongest elements of executive leadership
  • A self starter who leads by example
  • Highly respected people leader
  • Exceptional executive presence and professionalism which commands the respect of colleagues and subordinates
  • Respected industry leader
  • High energy, highly motivated and empowers  others
  • Results oriented
  • Ability to inspire others to follow
  • A strong entrepreneurial spirit
  • An executive possessing the highest levels of professional, personal honestly, integrity and ethics


A little about us:
RSM US LLP is the nation’s leading provider of audit, tax and consulting services focused on the middle market.

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