Financial Analyst II w CFE, CIRA or CPA cert

$95,000 - $100,000/Yr

Mcneal Professional Services - San Jose, CA

Full-time - Mid Level

San Jose, CA

Professional, Scientific, and Technical Services

About the position

The Financial Analyst II position at McNeal Professional Services, Inc. is a mid-level role focused on providing professional accounting and auditing analysis for bankruptcy cases. The analyst will work closely with attorneys and government officials, conducting investigative work and financial analysis to assess the viability of businesses undergoing bankruptcy. This role requires a strong understanding of accounting principles, financial analysis, and investigative techniques, particularly in complex bankruptcy cases.

Responsibilities

• Examine corporate structures, including assets, liabilities, and management competence to assess the feasibility of debtors' operating plans.
• Assist counsel in reviewing and analyzing bankruptcy cases submitted by individual debtors, ensuring the adequacy and accuracy of financial documents.
• Perform technical reviews of reports and assist counsel with the analysis of bankruptcy cases administered by trustees.
• Review audits of trustees conducted by Independent Public Accountants for thoroughness and identify weaknesses requiring corrective action.
• Regularly review trustee accounting statements to ensure compliance with bond level requirements and make recommendations to government officials.
• Provide reports and associated work products for each assignment to the appropriate government official.

Requirements

• Bachelor's Degree in Accounting (required)
• 5 years of experience in accounting, financial analysis, and investigative work (required)
• Certification as a Certified Fraud Examiner (CFE), Certified Insolvency and Restructuring Advisor (CIRA), or Certified Public Accountant (CPA) (required)
• Experience with bankruptcy cases, including Chapter 7 and Chapter 11 (required)

Nice-to-haves

• Graduate level degree (preferred)

Benefits

• Health savings account
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Employee assistance program
• Vision insurance
• 401(k) matching
• Professional development assistance
• Life insurance
• Retirement plan