Forensics & Litigation Services at Forvis Mazars provides critical support to clients navigating investigations, complex disputes, and legal proceedings. The team combines deep financial expertise with advanced forensic technology to uncover facts, investigate potential financial irregularities, assess damages, and deliver defensible insights. Services include fraud investigations, litigation consulting, expert witness testimony, and dispute resolution. Professionals in this practice work closely with legal counsel, corporate leadership, and regulatory bodies to address issues such as financial misconduct, business disputes, and economic damages.
What You Will Do:
- Participate in complex forensic accounting and litigation engagements from planning through delivery, including defining scope, developing workplans, managing budgets and timelines, coordinating multidisciplinary resources, and communicating progress and findings to clients and counsel.
- Perform large-scale internal company investigations involving potential fraud, whistleblower complaints, and other areas of suspected financial misconduct, misappropriation, corruption, or control failures, including records analysis, transaction tracing, investigative interviews, and synthesis of evidence.
- Manage SEC, governmental, and other regulatory related matters, working with legal counsel, corporate leadership, audit and special committees, and other stakeholders to respond to inquiries and develop clear, well supported findings.
- Perform financial reporting and accounting investigations involving alleged misstatements, restatements, earnings management, revenue recognition, reserves, related-party transactions, technical accounting issues, and internal control deficiencies.
- Advise clients and counsel on post-closing disputes and M&A related litigation, including working capital and purchase price adjustments, earnouts, indemnification claims, accounting interpretation disputes, and damages analyses.
- Provide complex commercial litigation support by analyzing financial, accounting, and operational records; developing damages and lost-profits models; assessing claims and counterclaims; and preparing defensible analyses for mediation, arbitration, or trial.
- Apply advanced forensic accounting, data analytics, and critical-thinking techniques to identify patterns, anomalies, and relevant evidence across large and complex data sets.
- Prepare and review workpapers, investigative reports, expert reports, exhibits, and client communications, maintaining rigorous quality control and compliance with professional, legal, and regulatory standards.
- Serve as a primary client contact and trusted advisor, translating complex financial findings into clear, practical insights for legal counsel, boards, executives, and other decision makers.
- Assist with preparing for and participating in meetings and presentations with regulators, including presenting investigative findings.
- Support expert witnesses and counsel through discovery, deposition, mediation, arbitration, and trial preparation; provide expert testimony when appropriate based on experience and credentials.
- Mentor and develop team members, delegate work based on experience and skill, provide timely feedback, contribute to performance evaluations, and foster a collaborative and inclusive team environment.
- Develop and deepen relationships with law firms, corporate counsel, financial executives, and referral sources to identify new opportunities and expand services with existing clients.
- Contribute to practice-building initiatives by leading or supporting proposals, developing thought leadership, participating in industry and professional events, and collaborating across service lines and markets to bring the firm’s capabilities to clients.
Minimum Qualifications:
- Bachelor’s Degree in Accounting, Finance, Economics, or a related field
- 5+ years of experience in Audit or Forensics & Litigation consulting services
- Proficiency in Microsoft Office Suite
Preferred Qualifications:
- Master’s Degree in Accounting, Finance, Economics, Business, or a related field
- Experience providing expert testimony, supporting a testifying expert, or preparing matters for deposition, mediation, arbitration, or trial.
- Current and valid professional business credentials, including one or more of the following: CPA, CFA, ABV, ASA, MAFF, CFE, AVA, or CFF.
- Experience with business valuation disputes