Financial Data Analyst

Job Description

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

Full-time

Hybrid remote