Financial Analyst

Aperture, LLC; Costa Mesa (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision, and life insurance

401(k) with company discretionary contribution

Paid holidays and paid time off

Job summary

Aperture, LLC is seeking a Financial Analyst to oversee projects related to expert witness testimony and consulting services for valuation disputes in Costa Mesa, CA. The ideal candidate will have substantial expertise in financial analysis, business valuation, and strong communication skills.

The role includes developing detailed financial models, analyzing complex financial documents, and preparing expert reports. Benefits include medical coverage, 401(k), paid holidays, and more.

Qualifications

• 4 years degree in economics or finance is required; MBA preferred.
• 1-2 years of related experience in business valuation, corporate finance or litigation support.
• Advanced skills in financial modeling and Microsoft Office Suite.

Responsibilities

• Oversee projects related to expert witness testimony and consulting.
• Analyze financial statements and documents.
• Prepare detailed financial models and expert reports.

Skills

Financial analysis

Market research

Financial modeling

Microsoft Office Suite

Attention to detail

Education

4-year undergraduate degree in economics or finance

MBA or MS in economics or finance

Tools

Excel

PowerPoint

Job description

Job Details

Job Location: COSTA MESA - Costa Mesa, CA 92626

Salary Range: $65,000.00 - $95,000.00 Salary/year

Position: Financial 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 oversees 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

• Fun, energetic, casual office
• Medical, dental, vision, and life insurance
• 401(k) 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.