Data Tracing Associate, Litigation & Forensic Accounting

Gursey•San Francisco, CA

1d•$65,000 - $70,000•Onsite

About The Position

Gursey | Schneider is looking for a dynamic and detail-oriented professional to contribute to the litigation department. G|S's litigation department position focuses on high-net-worth clients and business owners in all financial aspects of the marital dissolution process. This unique role will enable the associate to work with G|S' established tracing team and utilize G|S' proprietary tracing and marital lifestyle software. The tracing team collates, organizes, categorizes, analyzes, and characterizes high volumes of data from source documents such as bank, brokerage, and credit card accounts. This position allows for professional growth and career development.

Requirements

Meticulous attention to detail and accuracy
Ability to organize large volumes of detailed information
Basic bookkeeping skills and/or experience using accounting, bookkeeping, or finance software (e.g., QuickBooks, AgilLink/Datafaction, Sage) to categorize and reconcile transactions
Proficiency in Microsoft Excel; preferred candidates can demonstrate competency with logic, information, lookup-and-reference functions, and Excel tables
Basic competency in Microsoft Word and Outlook
Must live within commuting distance of the San Francisco office

Nice To Haves

Basic programming experience
Data-analytics abilities, including data mining, data management, statistical analysis, and presentation

Responsibilities

Extract and enter transactional data to trace separate-property assets in marital-dissolution engagements
Reformat transactional data and import it into G|Sâs proprietary programs
Generate reports from G|Sâs proprietary programs (e.g., Ceres Tracing, Lifestyler)
Reconcile data to source documents
Inventory source documents and identify any deficiencies needed to complete the work
Customize reports in Excel or Word for client-specific scenarios
Prepare and reference work-paper files for litigation managers and partners to use in marital-dissolution proceedings (court hearings, settlement conferences, depositions, etc.)