Manager - Litigation Valuation

Overview

Why Work With Us At Marshall & Stevens, we are building something special. As a growing financial services firm with 200+ employees across the United States, we believe in collaboration, innovation, and the impact every individual can make. You’ll be part of a team that values transparency, career growth, and building a culture of ONE.

As a Litigation Valuation Manager, you will play a key leadership role in overseeing litigation valuation engagements, managing teams, and working directly with attorneys and corporate clients. You will be responsible for ensuring the accuracy, credibility, and defensibility of financial analyses presented in expert witness reports and legal proceedings.

• Lead and manage litigation valuation engagements, ensuring quality, technical compliance, and timely project delivery.
• Conduct business valuations, economic damages calculations, and forensic financial analysis for litigation matters.
• Prepare and review expert witness reports, financial models, and damages assessments for court proceedings.
• Work directly with attorneys, corporate executives, and expert witnesses to develop financial strategies for legal disputes.
• Perform in-depth analysis of financial statements, tax records, contracts, and industry benchmarks to support litigation claims.
• Oversee and mentor a team of associates and analysts, providing training and development in litigation valuation methodologies.
• Assist in business development efforts, including preparing proposals and engaging with law firms, accounting firms, and corporate clients.
• Collaborate with internal real estate and machinery & equipment valuation teams for multi-disciplinary litigation cases.

• Bachelor’s degree in Accounting or Finance. Master’s degree, CFA, CPA, ASA, or ABV certification preferred.
• 5+ years of progressive experience in litigation valuation, forensic accounting, or economic damages analysis.
• Technical Skills
  • Experience in preparing expert reports and rebuttal reports.
  • Expertise in business valuation methodologies (income, market, asset-based approaches).
  • Strong proficiency in financial modeling, damages calculations, and forensic accounting techniques.
• Industry Knowledge
  • Strong understanding of litigation proceedings, expert witness testimony, and financial disputes.
  • Familiarity with shareholder disputes, marital dissolutions, and lost profits analysis.
• Communication
  • Ability to present complex financial concepts clearly and persuasively to attorneys, clients, and courts.
  • Exceptional analytical writing skills for preparing expert witness reports and legal financial documentation.
• Leadership & Collaboration
  • Proven ability to lead engagement teams, manage projects, and mentor junior professionals.
  • Experience working with law firms, corporate executives, and dispute resolution teams.
• Work Ethic & Professionalism
  • Detail-oriented, strategic thinker with the ability to analyze complex financial data in high-stakes cases.
  • Ability to thrive in a fast-paced, deadline-driven litigation environment.

We’ve been around for nearly 100 years, yet we’re transforming faster than ever. Our team is entrepreneurial, collaborative, and focused on building something bigger together.