Manager, Forensics and Compliance

At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ®. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.

Stout’s professionals bring deep industry expertise to address complex legal, regulatory, and business challenges. Leveraging advanced analytics and extensive experience, we provide innovative, independent, and data-driven solutions to our clients. Our ability to analyze large healthcare datasets and transform them into actionable insights is core to our success

A Manager within our Disputes, Claims, and Investigations group will have consulting assignments across a variety of industries and receive significant client exposure. Assignments primarily consist of overseeing the completion of various types of economic damages calculations and/or related financial analyses in litigation, as well as fraud and forensic matters. These matters may include forensic investigations, intellectual property disputes, and economic damages in complex commercial litigation and other types of business disputes. Managers are assigned to project teams, working under the direction of engagement leaders while directing Analysts and/or Associates. 

Major Duties and Responsibilities:

• Lead or co-lead the day-to-day execution of engagements, with primary responsibility for coordinating and executing the engagement workplan. 

• Oversee the creation of engagement analyses, including financial analysis and modeling. 

• Manage document organization processes, including the review, organization, and analysis of case documentation, testimony, court filings, and identifying relevant information utilized for analysis. 

• Manage day-to-day activities of Analysts and Associates. 

• Work with engagement leaders to strategize engagement approach; develop engagement workplans; oversee and monitor engagement progress on a daily basis; and report to engagement leadership on engagement progress and critical path items. 

• Assist with the management of client relationships with and without supervision. 

• Perform and manage company, industry, and case-specific research functions, including technical, economic, accounting, and/or market research to support the basis for our analyses, assumptions, and conclusions. 

• Draft, review, and refine written reports, presentations, and visual exhibits.

• Prepare and evaluate expert reports and supporting materials for testimony.

• Develop and review demonstrative reports and exhibits for clarity and effectiveness.

• Recreate and analyze models and exhibits presented by opposing experts.

Analytics Responsibilities:

• Lead tailored approaches, methods, deliverables, and tools to support projects. 

• Plan and oversee all aspects of small to medium-sized client engagements and discrete segments of larger projects. 

• Conduct data analyses and develop financial or forecasting models using transactional and financial sales data. 

Knowledge, Skills, and Abilities:

• Ability to critically analyze financial statements, accounting records, tax returns, and other financial documents across multiple engagements. 

• Understanding of financial documents used in day-to-day business operations and transactions. 

• Proficient in using spreadsheet software (Excel), database software, and other data analysis tools to build detailed, complex financial models to trace actual transactions and/or create flexible and robust scenario analyses; statistical, economic, and/or population modeling are a plus. 

• Excellent communication skills, both verbal and written. 

• Ability to develop and critique alternative arguments and opinions. 

• Ability to conduct and/or direct others in thorough and relevant research. 

• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Access). 

• Strong organizational skills and the ability to work with changing, client-imposed deadlines. 

Education and/or Training:

• Bachelor’s degree with a concentration in accounting, finance, or economics. 

• At least 5 years of relevant professional experience in accounting, finance, or economic disciplines. Prior experience in litigation consulting, forensic accounting, fraud investigation, professional/public accounting, and/or assurance/audit is preferred. 

• CPA or other relevant designation is preferred. 

• Proficient technical skills, including the ability to independently perform complex data analyses using at least one programming language (e.g., SQL, SAS, Stata, R, etc.). SQL is required.

• Ability to support DOJ matters including the ability to obtain the appropriate level of clearance is required.

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Why Stout?

Our goal is to provide a comprehensive Total Rewards program that includes competitive compensation, benefits & wellness programs that allows employees to choose what’s most important to them at any life stage.  At Stout, we are committed to the personal and professional development of our employees while fostering a diverse and inclusive environment.

Stout Culture: We honor the fundamental value and dignity of all individuals. We are committed to representing and including the unique experiences, perspectives, and backgrounds of our people, partners, and the communities we serve.  Our core values embrace a culture of inclusion and the equitable treatment of all team members, starting with Stout’s leadership and spreading across the organization. We strive to recruit, develop, and retain individuals with an array of talents, ideas, and experiences that propel the entrepreneurial spirit and exceptionalism that drive our success.  To learn more about our commitment to diversity, equity, and inclusion, click here.

Professional Development: To foster employee development we offer ongoing training and learning opportunities, employee resources groups, mentorship programming, and professional designation reimbursement. We believe in timely and proactive performance excellence, ongoing 360 feedback, clear performance expectations at each level, and quarterly check-ins with your manager ensure you are supported and growing your career.

Stout Benefits : Stout offers a variety of benefits to meet the ever-changing needs of our employees throughout their career at Stout. View our Benefits page to see what this can look like for you.   

Flexible Work Schedules: Work-life balance is important to us and we want our employees to have balanced lives, which is why we have a discretionary time off policy for all salaried exempt employees. This gives you the ability to take time off as appropriate.

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.

Stout is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, creed, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, physical or mental disability, age, protected genetic information, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout values a diverse workforce and strongly encourages women, people of color, members of the LGBTQ+ communities, veterans, people with disabilities and members of other underrepresented communities to apply.

Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, diversity, and personal growth? Stout might just be the right place for you.

For individuals assigned to work in California, Colorado, New York City, or Washington, Stout is required by law to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

A reasonable estimate of the current range is $87,000.00 - $195,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.