What are the responsibilities and job description for the Financial Data Analyst position at Level Financial Group, LLC?
As a Financial Data Analyst at Level Financial Group, LLC, you will play a critical role in the analysis, organization, and interpretation of large and complex financial datasets in support of forensic accounting engagements, litigation, and financial investigations performed by forensic accountants. This role is central to transforming raw financial data into clear, defensible analyses that support expert opinions and legal proceedings. Qualifying individuals will work directly with forensic accountants in support of forensic accounting engagements.
Key Responsibilities
- Maintain strict compliance with professional, ethical, and confidentiality standards
- Work collaboratively with forensic accountants on multiple matters with evolving deadlines and priorities
- Acquire, clean, normalize, and validate large financial datasets from diverse sources
- Perform detailed data analysis related to forensic accounting engagements
- Identify trends, anomalies, inconsistencies, and irregular patterns through quantitative and qualitative analysis
- Assist in reconstructing accounting records and transactional histories from incomplete or disorganized data
- Develop clear analytical schedules, summaries, and visualizations to support expert reports and affidavits
- Support the preparation of expert reports, exhibits, demonstratives, and other litigation-related materials
- Apply new analytical techniques, tools, and methodologies to increasingly complex datasets
Qualifications
- High ethical standards and professional integrity
- Exceptional attention to detail and data accuracy
- Strong analytical mindset with the ability to think critically and logically
- Ability to accept and apply feedback in a collaborative environment
- Advanced proficiency in Excel (including pivot tables, formulas, and data validation); experience with similar analytical tools is a plus
- Familiarity with financial transactions, bank activity, and general ledger data
- Ability to interpret financial data and understand transactional workflows
- Strong written and verbal communication skills, with the ability to explain analytical findings clearly
- Ability to manage multiple assignments in a deadline-driven, litigation-focused environment
Preferred (but Not Required)
- Experience supporting forensic accounting, litigation support, audit, or investigative engagements
- Exposure to visualization or reporting tools used in professional or legal settings
- 1–3 years of experience in data analysis, accounting, bookkeeping, or a related discipline preferred
Benefits
- Competitive salary commensurate with experience
- Health, dental, and vision insurance
- 401(k) retirement plan with company match
- Professional development and certification support
- Flexible work environment
Salary : $50,000 - $75,000