Provide advanced financial research and analysis to support expert testimony, evaluate transactions and securities, and deliver clear, data-driven insights for litigation and investment decisions.
Job Duties:
Analyze public company financial statements and footnotes to assess accounting policies, revenue recognition, asset impairment, and potential misstatements under U.S. GAAP/IFRS.
Prepare detailed accounting and financial analyses for testifying experts, including identification of earnings management, revenue issues, and internal control weaknesses.
Build financial models and reports for legal proceedings, applying DCF valuation, comparable analyses, and cost of capital estimation to quantify damages or assess value.
Conduct research on IPOs, M&A transactions, and securities fraud cases (10(b), 11, 12), summarizing offering documents and related materials in a clear, organized manner.
Quantify economic damages and losses using forensic accounting and financial modeling, including out-of-pocket loss and event study methods.
Use Bloomberg, EDGAR, Morningstar, and Capital IQ to extract and organize data; apply Excel, PowerPoint, and Python for modeling and visualization.
Support asset allocation and investment analyses using performance metrics, risk-adjusted returns, and scenario projections.
Prepare financial exhibits and documentation for expert testimony, ensuring accuracy, transparency, and compliance with accounting and litigation standards.
Requirements:
Master's Degree in Finance, Accounting, or Economics related field.
