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Financial District

Financial Analyst

Forensic Accounting, Business Valuation, and Litigation Support

Edison, NJ & Bala Cynwyd, PA Offices

The Financial Analyst will work on forensic accounting and business valuation client engagements that are headed by a Managing Director (MD) with the assistance of a Manager or Senior Financial Analyst.


A Financial Analyst’s work is primarily task-driven and may include the following:

  • Analyze corporate financial statements and tax returns;

  • Research and analyze executive compensation;

  • Industry and company research;

  • Monitor the discovery process and information received on various cases;

  • Analyze/review income per federal individual tax returns;

  • Analyze bank account activity, income and expenditures;

  • Analyze public companies including review of 10K’s, proxy statements and other filings;

  • Attend meetings and interviews with the Managing Directors, attorneys, and clients.


The Financial Analyst should have the ability to delegate and manage tasks assigned to Research Analysts and Financial Assistants as needed. Financial Analysts should communicate effectively to the MD, Manager and/or Senior Financial Analyst about questions, progress and issues that arise in completing assignments. The Financial Analyst is expected to complete tasks in a detailed manner and on a timely basis.


While the Financial Analyst is not expected to have a strong knowledge of business valuation and forensic accounting, he/she should be developing a base of such knowledge with each assignment and with the professional development that the firm offers. Financial Analysts are expected to have, or to be developing, good analytical/research skills and case management skills. Analysts may also be expected to pursue professional training that is relevant to the field, and may be expected to help train staff. Good written and verbal communication skills are required.

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