Job Details

ID #54805223
State Arizona
City Phoenix
Job type Full-time
Salary USD TBD TBD
Source J.S. Held LLC
Showed 2025-11-10
Date 2025-11-10
Deadline 2026-01-09
Category Et cetera
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Director - Strategic Advisory Expert Witness

Arizona, Phoenix, 85001 Phoenix USA
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We are seeking an experienced Director to lead and shape our project support initiatives involving financial expert witness testimony and preparation. This role combines strategic leadership with hands-on involvement in financial consulting we are looking for someone with an Expert Witness background. The candidate will join a skilled and closely-knit team of turnaround & restructuring professionals, with deep experience in leading, planning, and solving the most complex client situations. The role offers a unique opportunity to engage in a variety of tasks. The ideal candidate will demonstrate a strong understanding or quick ability to grasp our work, with a strong background in quantitative roles.Travel could include up to 70% on-site at client engagements, requiring hands-on operational oversight. Ideally, the candidate should reside in Phoenix, AZ; San Diego, CA; Chicago, IL and be able to report into one of these office locations.Job ResponsibilitiesThe ideal candidate will possess a demonstrated track record in the Financial Expert Witness world, with significant experience building a file and/or testifying in economic damage situations. While the bulk of our expert witness roles are focused on Financial Fraud and Bankruptcies, additional experience in turnaround and/or workout restructuring experience, including interim/crisis management, complex cash flow projections, and operational restructuring would be an added value for this role and provide opportunity to get involved in similar matters. Ideally the candidate would not only be able to perform the work, but also generate work either from new business or an existing book. Responsibilities include, but are not limited to:Provide Expert Testimony: Offer independent, objective, and reliable opinions of data that can be identified and substantiated in a legal setting under rigorous scrutiny. Investigating financial records for money laundering, embezzlement, or Ponzi schemes while providing an impartial and independent analysis of data and facts related to financial data and feel confident in delivery.Evaluating historical financial statements, transactions and activity to determine the possibility of hidden assets and/or added value.Prepare detailed reports and statements that present and explain complex information in a clear, concise manner that is understandable to non-experts.Attend pre-trial meetings and conferences to discuss the findings.Present oral testimonies during both out-of-court and in-court proceedings.Respond to cross-examination questions during court proceedings.Remain up to date with the latest advancements and changes in their field of expertise.May be asked to provide a professional opinion on a hypothetical situation based on the facts provided.Ensure all work is conducted with the highest level of professional integrity and ethics.Financial Analysis and Modeling: Conduct detailed financial modeling, review and analyze large amounts of financial data, and develop comprehensive deliverables.Creating and maintaining complex financial models to trace funds, project economic impact, valuation of claims and asset values, identify fraud and other similar scenarios.Review and develop market data.Developing comprehensive financial reports and presentations for stakeholders.Operational Restructuring: Assess business plans, conduct due diligence, and develop and implement various business strategies to drive turnaround and profitability improvements. Analyzing operational processes to identify inefficiencies and areas for cost reduction.Designing and implementing restructuring plans to optimize operational performance.Collaborating with management teams to develop and execute strategic initiatives.Monitoring and reporting on the progress of restructuring efforts to ensure alignment with business goals.Client and Network Development: Expand and exploit our existing referral network, and integrate the successful candidate’s referral network with the firm’s existing platform.Leadership and Presentation: Lead presentations to referral sources, potential clients, and existing clients, demonstrating expertise and building trust.

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