Financial Analyst
About The Position
The Financial Analyst oversees projects related to expert witness testimony and consulting services for valuation disputes, including complex intellectual property disputes, commercial litigation, and bankruptcy proceedings. Services include valuing privately held companies, intangible assets such as patents and trade secrets, and other assets; providing litigation support; participating in mediation and settlement discussions; and creating presentations and reports. The role analyzes financial and business records, conducts financial, economic, and industry research, develops detailed financial models and schedules, and supports expert opinions and reports. The analyst reviews opposing experts’ reports and calculations, critiques alternative arguments, performs quality control, identifies patterns in large datasets, and participates in meetings and calls with counsel and client personnel. Duties may change with or without notice. The position is based in Costa Mesa, California, with a stated annual salary range of $65,000 to $95,000. It is full-time, defined as five days and 40 hours per week; actual working hours are discussed with the hiring manager.
Requirements
- Four-year undergraduate degree with a concentration in economics or finance.
- Advanced skills in Microsoft Office Suite, including Excel, Word, PowerPoint, and Access.
- Self-motivation and a strong work ethic.
- Ability to work as a team member and maintain a professional presence.
- Excellent written and oral communication skills.
- Significant attention to detail and a high level of accuracy.
- Ability to work with changing client-imposed deadlines and multiple deadlines.
Nice To Haves
- MBA or MS in economics or finance.
- A professional designation or pursuit of a designation, such as CPA, CFA, ASA, CVA, or CFE.
- One to two years of related experience, including a strong background in business valuation, corporate finance, or litigation support.
- Intermediate understanding of financial theory and general accounting issues.
- Understanding of financial documents used in day-to-day business operations and transactions.
- Demonstrated financial modeling experience.
Responsibilities
- Oversee projects related to expert witness testimony and consulting services for valuation disputes.
- Critically analyze financial statements, accounting records, tax returns, bank statements, and other financial documents.
- Research broad market sectors and prepare industry summaries.
- Develop detailed financial models.
- Review, organize, and analyze case-specific documents.
- Prepare detailed schedules and analyses supporting expert opinions.
- Analyze large volumes of structured and unstructured data and document results clearly and concisely.
- Assist in drafting expert reports, including identifying evidence supporting opinions.
- Critique alternative arguments and opinions.
- Review and analyze opposing expert reports and calculations.
- Perform quality control of calculations, reports, and other work products.
- Conduct economic, industry, and other research as needed.
- Identify patterns and relationships in large datasets through analysis and research.
- Participate in meetings and phone calls with counsel and client personnel.
Benefits
- Medical, dental, vision, and life insurance.
- 401(k) with company discretionary contribution.
- Company-paid holidays.
- Paid time off.
- Floating holidays.
- Casual office environment.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
