Client Service Manager - Sr. Quantitative Analyst
Fulcrum Financial Inquiry LLP
Responsible for day-to-day administration of client engagements for financial and economic consulting cases, concentrating on damages calculations and other financial analysis for litigation, and valuations of businesses, assets and transactions in conformity with Uniform Standards of Professional Appraisal Practice (USPAP) and Statement on Standards for Valuation Services (SSVS).
Execute financial or economic consulting projects; successfully incorporate modifications to damages calculations or financial analyses; identify and communicate data, information, and/or inconsistencies; and analyze qualitative and quantitative data using statistical or financial modeling and spreadsheets.
Oversee collection of specific information (qualitative and quantitative) from identified sources for use in damages calculations and valuation assessments.
Attend client meetings to determine scope of engagement (e.g., damages calculations and valuation analysis) and client expectations. Create, organize, and maintain document lists and other methods for internal document management, and effectively document financial or economic research and analyses to facilitate communication of progress and preparation of final written work product.
Prepare and as appropriate oversee preparation of damages calculations for written discovery, document production, deposition, and trial, including serving as liaison between litigation teams and financial and/or economic consulting experts and/or designated expert witnesses. Utilize case-specific documents (e.g., depositions, trial transcripts, expert reports, documents produced in litigation discovery) to identify relevant damages and financial information to support economic arguments and, where necessary, to expand scope of research or investigation. Summarize information from relevant financial or economic consultant reports and industry research to aid information of damages calculations or economic expert opinions. Maintain day-to-day contact with and provide progress reports to clients; ensure billing of costs to clients. If working with other analysts, monitor progress on client assignments performed by other team members that are working on the relevant client assignments.
On team projects, coordinate multiple professional consultants.
Will not regularly supervise others; Will supervise others only in certain team projects.
Requirements: Master's in Accounting, Finance, Economics or rel. + CPA or ASA or CFA credential + 36 months relevant paid experience
Bachelor's in Accounting, Finance, Economics or related major + CPA or ASA or CFA credential + 5 yrs relevant post-degree paid experience.
Mail resumes and coverletters to: D. Nolte, Fulcrum Financial Inquiry LLP, 888 Figueroa Street, Suite 2000, Los Angeles, 90017