Senior Associate – Forensic & Valuation Services - Smolin - Parsippany, NJ
(2026-03 - 2026-07)
Led forensic accounting and business valuation engagements supporting litigation, matrimonial disputes, and commercial damages matters.
- Performed lost profits and business interruption analyses, developing multi-scenario damages models for use by testifying experts and legal counsel.
- Conducted financial statement analysis, cash flow normalization, and income approach valuations for closely held businesses.
- Prepared client-ready reports, financial schedules, and supporting workpapers in accordance with engagement standards.
- Coordinated with attorneys, experts, and clients to deliver timely and accurate findings across active matters.
Senior Forensic Accountant – Insurance & Investigations - Matson Driscoll & Damico [Davies] - Parsippany, NJ
(2024-11 - 2026-03)
Led forensic accounting engagements supporting financial loss calculations and fraud investigations for complex, multi-million-dollar client matters.
- Conducted in-depth analysis of financial statements, accounting records, and transactional data to identify discrepancies, assessed fraud risk, and validated claims.
- Designed and implemented customized engagement work plans, defining project scope, deliverables, team responsibilities, and timelines.
- Executed field review procedures, gathered and preserved supporting documentation, and ensured evidentiary integrity throughout the investigation lifecycle.
- Prepared detailed narrative reports and financial schedules for client and internal review, communicating findings with clarity and precision.
- Provided mentorship and technical guidance to junior staff, promoting quality control and consistency across project deliverables.
Forensic Accountant – Insurance Services Consultant - J.S. Held - New York, NY
(2022-08 - 2024-09)
- Investigated and analyzed business interruption claims to quantify the financial impact of operational disruptions on revenue and expenses for large, multinational clients.
- Performed forensic evaluations of builder's risk insurance claims, including construction cost analysis, project delay assessments, and damage quantification.
- Conducted detailed financial analysis to support fraud detection efforts, examining transaction patterns and verifying the legitimacy of claims.
- Investigated stock loss claims by analyzing inventory records, purchase orders, and financial data; identified discrepancies to support accurate loss assessments.
- Utilized data analysis tools to surface anomalies in financial transactions and extract information of evidentiary value.
- Maintained organized records of all investigative activities and evidence; prepared investigative reports and presentations for internal stakeholders and external authorities.
- Collaborated with legal counsel and external parties to support document review and discovery needs across active matters.
Audit Intern - KPMG - New York, NY
(2022-01 - 2022-03)
- Assisted in conducting financial audits for a range of clients, ensuring compliance with GAAP and internal control policies.
- Performed substantive testing and analytical procedures on financial statements to identify discrepancies and control inconsistencies.
- Supported audit planning and execution, including risk assessments, control evaluations, and preparation of working papers.
