Financial Analyst
Aperture, LLC•Costa Mesa, CA
•$65,000 - $95,000•Onsite
About The Position
The Financial Analyst oversee projects related to delivery of expert witness testimony and/or consulting services for valuation disputes, including complex intellectual property disputes, commercial litigation, and bankruptcy proceedings. Services include valuation of privately held companies, intangible assets including patents and trade secrets, and other assets; litigation support; participation in mediation/settlement discussions; and creation of presentations and reports in support of these services.
Requirements
- 4-year undergraduate degree with a concentration in economics or finance required
- 1-2 years of related experience preferred, including strong background in business valuation, corporate finance, or litigation support.
- Advanced skills in Microsoft Office Suite (Excel, Word, PowerPoint, Access)
- Self-motivated with a strong work ethic
- Team player and professional presence
- Excellent communication skills (written and oral)
- Significant attention to detail and high level of accuracy
Nice To Haves
- MBA or MS in economics or finance preferred.
- Designation or pursuit of designation preferred (CPA, CFA, ASA, CVA, CFE, etc.)
Responsibilities
- Ability to critically analyze financial statements, accounting records, tax returns, bank statements, and other financial documents
- Ability to analyze and research broad market sectors and write industry summaries
- Understanding of financial documents used in day-to-day business operations and transactions
- Intermediate understanding of financial theory and general accounting issues
- Demonstrated financial modeling experience
- Advanced skills in Microsoft Office Suite (Excel, Word, PowerPoint, Access)
- Ability to work with changing client-imposed and multiple deadlines
- Development of detailed financial models
- Review, organize and analyze case specific documents
- Preparing detailed schedules and analyses supporting expert opinions
- Ability to critically analyze large volumes of structured and unstructured data while documenting results in a clear and concise manner
- Assisting in drafting expert reports, including identifying evidence supporting opinions
- Ability to critique alternative arguments/opinions
- Reviewing and analyzing opposing expert reports and calculations
- Performing quality control of our calculations, reports and other work products
- Performing economic, industry, and other research as needed
- Identify patterns and relationships in large data sets through a combination of analysis and research.
- Participate in meetings and phone calls with counsel and client personnel.
Benefits
- Medical, dental, vision, and life insurance
- 401K with company discretionary contribution
- Company Paid Holidays, Paid time off and Floating Holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
