Financial Analyst

Location
Costa Mesa
Workplace
On-site
Compensation
$65k – $95k

About this role

Job DetailsJob Location: COSTA MESA - Costa Mesa, CA 92626Salary Range: $65,000.00 - $95,000.00 Salary/yearFinancial Analyst

About Aperture

Aperture brings together leading forensic specialists and technical consultants who clarify complex events, strengthen business decisions, and deliver answers grounded in science and extensive industry experience.

Description

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.

Essential Functions

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.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Requirements

4-year undergraduate degree with a concentration in economics or finance required, MBA or MS in economics or finance preferred.
Designation or pursuit of designation preferred (CPA, CFA, ASA, CVA, CFE, etc.)
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

Physical Requirements

The ability to sit at a desk up to 80% of the time
The ability to stand and walk up to 20% of the time
The ability to be confined in a small area, such as a cubicle
The ability to operate phones and computers

Benefits

We strive to offer an environment that provides our employees with the right balance between work and family. We offer a comprehensive benefits package including:

Fun, energetic, casual office
Medical, dental, vision, and life insurance
401K with company discretionary contribution
Company Paid Holidays, Paid time off and Floating Holidays

Hours of Work

Fulltime: Defined as 5 days a week for 40 hours per week. Actual working hours will be discussed with the hiring manager.

AAP/EEO Statement

Aperture is committed to a firm policy in favor of equal employment opportunity and will abide by all applicable state and federal regulations by not discriminating against any applicant or employee on the basis of race, religion, color, creed, sex, age, national origin, citizenship status, marital status, sexual orientation, gender identity and expression, disability or veteran status. Our commitment to equal employment opportunities shall include employment, upgrading, promotion, demotion, transfer, leaves or other absences from work, layoffs, compensation and benefits, selection for training or other education, professional opportunities and conflict resolution.

It is also the policy of Aperture to take affirmative action to employ and to advance in employment, all persons regardless of their status as woman, minority or individuals with disabilities or protected veterans, and to base all employment decisions only on valid job requirements.

Aperture is committed to adhering to its obligations to reasonably accommodate both employees and applicants under the Americans with Disabilities Act.

Qualifications

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Top Benefits

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • 401K With Company Discretionary Contribution
  • Company Paid Holidays
  • Paid Time Off
  • Floating Holidays