Advisory-Senior, NY



We are seeking a dedicated forensic accounting professional to join our team as a senior or senior associate. We expect our seniors to exhibit excellent technical skills and the ability to work independently as well as within a team.


Skills Required:


  • 5+ years’ experience in a public accounting firm
  • Experience in forensic accounting, business valuations and litigation support
  • CFF, CFE or ABV a plus, but not required;
  • The capability to supervise one or more staff assistants as necessary
  • The ability to manage multiple high-demand projects at once
  • Top-notch professionalism both with staff and with clients
  • Proficiency in Microsoft Excel, QuickBooks, and tax accounting software




  • Organizing large amounts of data as well as tracking data provided or pending from client
  • Using Microsoft Excel to create spreadsheets to quantify data, manipulate data and build modules\perform research
  • Reviewing concise and accurate drafts of forensic and valuation reports
  • Looking for root causes; understands the complexity that can lie behind the data
  • Scheduling projects/engagements based on priorities, due dates, etc. and completing them in a timely manner, avoiding last-minute rush jobs
  • Reviewing the work prepared by associates
  • Controlling the field work on engagements, making sure that they are done correctly
  • Communicating the status of their work to their team internally, and providing clear and timely instruction, to ensure efficient production and the limited need to rework
  • Utilizing technical knowledge and skills to submit self-reviewed work, requiring few changes to be made by a manager
  • Developing meaningful contact with clients and gaining their confidence
  • Participating in the firm’s business development activities by identifying leads for managers and partners to pursue
  • Adhering to and communicating firm policies and procedures
  • Performing other job-related duties as required

    E.C. Ortiz is now Roth&Co!

    We are pleased to announce our merger with Roth&Co, a leading accounting and financial services firm with locations in New York, New Jersey and Israel.

    Read the full statement by Ed Ortiz Explore the newly expanded Roth&Co