ABOUT THE FIRM

Secretariat professionals are trusted in the highest-stakes legal, risk, and regulatory matters around the world.

When you join Secretariat, you become part of a rapidly growing elite team of bright minds and passionate problem-solvers. Your skills and expertise will be utilized on day one – working with the world’s most renowned law firms, leading corporations, and influential institutions to answer complex questions that shape critical financial, economic, and strategic business decisions.

Our globally integrated teams are united by the ambition, energy, and commitment they bring to every challenge. We inspire and empower an open, collaborative culture that embraces ongoing professional development, recognition, diversity, and – most importantly – you.

Make your impact at Secretariat.

ABOUT OUR DAMAGES & VALUATIONS TEAM 

As part of our expanding Damages & Valuations team, you will join a select group of the world's foremost experts and advisors. The facts prove it. We are ranked #1 in Global Arbitration Review's prestigious Expert Witness Firm Power Index in 2024 and 2025, and over 90% of our testifying experts are recognized as leading experts by Who's Who Legal.

We are a collaborative team of experienced accountants, economists, PhDs, certified business valuators, investment analysts, and industry specialists – all working together to address the most complex litigation and strategic commercial questions no matter the industry or global location.

RESPONSIBILITIES

Exceptional analytical skills, solid quantitative training, remarkable communication skills, and creativity are the foundation for successful professionals at Secretariat. Successful candidates will join an expanding domestic and international business valuation and damages quantification practice. Our Houston-based group works on large and complex commercial damages matters involving misappropriations of assets, post-acquisition disputes, forensic accounting investigations, and a myriad of other domestic and international disputes. These cases will give successful candidates exposure to unique, complex, interesting issues, often integrating finance, accounting, economics, and legal principles. 

We offer competitive compensation and benefits, and we support the continuing professional development of our employees.

• Conduct economic, financial, accounting, and industry research
• Analyze financial and non-financial information, and report findings to other team members
• Assist with the preparation of damages, forensic accounting, and construction quantum reports
• Assist with the preparation of critique reports examining the conclusions of other experts
• Communicate with clients and counsel
• Prepare for and attend hearings, trials and mediations
• Manage the day-to-day requirements of multiple engagements

QUALIFICATIONS

• Requisite professional designations and work experience:
  • Bachelor’s degree in Accounting, Finance, Economics, or similar, from an accredited university or college
  • 4+ years of prior experience in economic damages and/or forensic accounting
  • Prior experience at one of the ‘Big Four’ accounting firms would be an asset
  • Holder of or pursuing CPA, CFF, CFA, CFE, or ABV credentials is a plus
• Strong expert report writing skills to complement analytics
• Able to quickly assimilate relevant information in unfamiliar situations and develop creative approaches and solutions necessary to resolve complex problems
• The ability to manage and prioritize your time and your team’s time, potentially against a backdrop of competing deadlines
• The ability to manage team members, both junior and senior, as well as external stakeholders
• The ability to work independently whilst knowing which issues and risks need to be highlighted to senior staff, ideally accompanied by suggested viable solutions
• Excellent analytical and problem resolution abilities
• Excellent listening, verbal, written, technical, and presentation skills
• The desire to join in with, and/or lead, auxiliary tasks associated with a growing practice within a rapidly growing firm
• Highly proficient with Microsoft Office products, including Excel and PowerPoint
• The ability to travel as needed
• Working proficiency in a second non-English language is a plus
• Must be authorized to work in the US without the need for sponsorship in the future

ABOUT THE FIRM

Secretariat professionals are trusted in the highest-stakes legal, risk, and regulatory matters around the world.

When you join Secretariat, you become part of a rapidly growing elite team of bright minds and passionate problem-solvers. Your skills and expertise will be utilized on day one – working with the world’s most renowned law firms, leading corporations, and influential institutions to answer complex questions that shape critical financial, economic, and strategic business decisions.

Our globally integrated teams are united by the ambition, energy, and commitment they bring to every challenge. We inspire and empower an open, collaborative culture that embraces ongoing professional development, recognition, diversity, and – most importantly – you.

Make your impact at Secretariat.

ABOUT OUR DAMAGES & VALUATIONS TEAM 

As part of our expanding Damages & Valuations team, you will join a select group of the world's foremost experts and advisors. The facts prove it. We are ranked #1 in Global Arbitration Review's prestigious Expert Witness Firm Power Index in 2025, and over 90% of our testifying experts are recognized as leading experts by Who's Who Legal.

We are a collaborative team of experienced accountants, economists, PhDs, certified business valuators, investment analysts, and industry specialists – all working together to address the most complex litigation and strategic commercial questions no matter the industry or global location.

RESPONSIBILITIES

Exceptional analytical skills, solid quantitative training, remarkable communication skills, and creativity are the foundation for successful associates at Secretariat. Successful candidates will join an expanding domestic and international business valuation and damages quantification practice. Our Chicago-based group works on large and complex commercial damages matters involving misappropriations of assets, business valuations, post-acquisition disputes, forensic accounting investigations, financial reporting, and myriad of other domestic and international disputes. These cases will give the successful candidate exposure to unique, complex, interesting issues, often integrating valuation, finance, accounting, economics, and legal principles. 

We offer competitive compensation and benefits, and we support the continuing professional development of our employees.

• Manage the assignment from “cradle to grave” including designing and implementing the work plan, allocating and managing the team members, reporting and presenting findings, and maintaining responsibility for the budget and administrative aspects. Above all, you will be responsible for maintain the highest quality of client service throughout the assignment.
• Be the operational client-facing member of the assignment team. This will require the ability to develop and maintain client relationships and manage expectations.
• Actively participate in business development by identifying potential new clients and business leads, as well as developing your own professional network through attendance at relevant conferences and events.
• Engage in marketing activities including the drafting of articles, participation in webinars/seminars, and supporting and promoting Secretariat events.
• Prepare, and present as part of a team, pitches, and commercial/technical proposals for prospective clients.
• Demonstrate appropriate judgment when considering risks – both to the client and to Secretariat – arising from the assignment. This includes taking responsibility for compliance with internal risk processes and policies throughout the assignment.
• Coach and develop junior members of the team including providing feedback, both on an ad hoc basis and as part of the appraisal process, and actively supporting their development needs.

QUALIFICATIONS

• Requisite professional designations and work experience:
  • Fully qualified holder of the CPA and/or CFA designation
  • Holder of or pursuing a credential in valuation (ABV, CVA, ASA or equivalent)
  • 6+ years of prior experience in economic damages and/or business valuation
  • Prior experience at one of the ‘Big Four’ accounting firms would be an asset
• Strong expert report writing skills to complement analytics
• Able to quickly assimilate relevant information in unfamiliar situations and develop creative approaches and solutions necessary to resolve complex problems
• The ability to manage and prioritize your time and your team’s time, potentially against a backdrop of competing deadlines
• The ability to manage team members, both junior and senior, as well as external stakeholders
• The ability to work independently whilst knowing which issues and risks need to be highlighted to senior staff, ideally accompanied by suggested viable solutions
• Excellent analytical and problem resolution abilities
• Excellent listening, verbal, written, technical, and presentation skills
• The desire to join in with, and/or lead, auxiliary tasks associated with a growing practice within a rapidly growing firm
• Proficient with Microsoft Office products, including Excel and PowerPoint
• The ability to travel
• Authorized to work in the US without the need for sponsorship in the future

ABOUT THE FIRM

Secretariat professionals are trusted in the highest-stakes legal, risk, and regulatory matters around the world.

When you join Secretariat, you become part of a rapidly growing elite team of bright minds and passionate problem-solvers. Your skills and expertise will be utilized on day one – working with the world’s most renowned law firms, leading corporations, and influential institutions to answer complex questions that shape critical financial, economic, and strategic business decisions.

Our globally integrated teams are united by the ambition, energy, and commitment they bring to every challenge. We inspire and empower an open, collaborative culture that embraces ongoing professional development, recognition, diversity, and – most importantly – you.

Make your impact at Secretariat.

ABOUT Our Business Valuation & Damages Team 

As part of our expanding Damages & Valuations team, you will join a select group of the world's foremost experts and advisors. The facts prove it. We are ranked #4 in Global Arbitration Review's prestigious Expert Witness Firm Power Index in 2023, and over 90% of our testifying experts are recognized as leading experts by Who's Who Legal.

We are a collaborative team of experienced accountants, economists, PhDs, certified business valuators, investment analysts, and industry specialists – all working together to address the most complex litigation and strategic commercial questions no matter the industry or global location.

RESPONSIBILITIES

Exceptional analytical skills, solid quantitative training, remarkable communication skills, and creativity are the foundation for successful Senior Associates at Secretariat. Successful candidates will join an expanding domestic and international business valuation and economic damages quantification practice. Our team works on large and complex high profile cases involving business valuations, post-acquisition disputes, shareholder disputes, breach of contract disputes, and myriad of other domestic and international disputes in a wide variety of industries. These cases will give the successful candidate exposure to unique, complex and interesting issues, which often integrate valuation, finance, accounting, economics, and legal principles. 

• Assist with the preparation of expert reports (damages and valuation reports)
• Conduct economic and industry research
• Analyze financial and non-financial information, and summarize and report findings to team members and to clients
• Develop valuation parameters (i.e. discount rate, forecasts, etc.) and prepare financial models
• Assist with the preparation of rebuttal expert reports evaluating the conclusions of other experts
• Communicate with clients and counsel
• Prepare for and attend hearings, trials and mediations

QUALIFICATONS

• Bachelor’s degree in Accounting from an accredited university or college;
• Holder of or pursing a credential in at least one of the following:
• CPA
• CBV
• ACA/ACCA
• Equivalent international accountancy qualification
• 2-4 years of prior experience in economic damages and/or business valuation preferred; prior experience at one of the ‘Big Four’ accounting firms preferred in audit
• Able to develop creative approaches and solutions necessary to resolve complex problems
• Able to quickly assimilate relevant information in unfamiliar situations
• Able to meet tight deadlines and work under pressure
• Excellent listening, verbal, written, and presentation skills (ability to speak, write and conduct business in English is required)
• Language skills are advantageous given the international focus of our practice
• Willing to occasionally travel internationally (subject to safety concerns)
• Ability to work in US without the need for sponsorship now or in the future
• We offer competitive compensation and benefits and we have a hybrid work arrangement policy.
• We support the continuing professional development of our employees.