Law Firm
Berkeley, CA
Legal Staff Accounting/Finance in Berkeley, CA
Legal Staff
3-5 yrs required
No
Job Title: Financial Analyst Specialist
Job Responsibilities:
- Extract and analyze trade data from brokerage statements.
- Input trade information into spreadsheets for further analysis.
- Verify trade data accuracy by comparing with historical stock prices.
- Calculate investor losses using various methods including net losses, LIFO, and FIFO.
- Assist lawyers in evaluating potential cases involving financial analysis and accounting issues.
- Prepare clear and concise reports on financial findings.
- Collaborate with legal teams to provide financial expertise on cases.
- Be available during off hours due to the nature of late-hour legal filings.
Education and Experience Information:
- Bachelor’s degree in accounting, finance, or a related field.
- 3-5 years of experience in finance, accounting, investment or wealth services, or a related analytical role.
- Strong proficiency in Microsoft Excel, including advanced functions and formulas.
- Familiarity with brokerage statements, stocks, options, bonds, financial markets, and LIFO and FIFO accounting methods.
- Understanding of accounting principles and financial analysis techniques.
- Attention to detail and ability to work with complex data sets.
- Excellent analytical and problem-solving skills.
- Strong written and verbal communication skills.
- Ability to advance into case analysis merits.
Preferred Qualifications:
- Experience working with legal teams or in a law firm environment.
- Knowledge of securities and investor fraud laws.
Salary Information:
The text does not provide specific salary information for this position.
Jun 09, 2025
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