Job Description
$8/hour - Financial Litigation Support Analyst (Remote – Work for U.S. Law Firm)
Hours: 20–40 hours per week
Location: Fully Remote
Mandatory Sync Hours: 7:30 AM – 12:30 PM Pacific Time (Monday–Friday)
Time Tracking: All hours must be tracked using Upwork's automatic time tracker
Hourly Cap: Contractor must not exceed weekly hourly caps set on Upwork without prior approval
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About the Firm
We are a nationally recognized, innovation-driven U.S. law firm serving middle-market business owners and executives in high-stakes litigation and complex commercial disputes.
Our attorneys come from top-tier law schools including Harvard, Columbia, Georgetown, and the University of Chicago. The firm has been recognized as one of the Top 20 Most Admired Law Firms in Oregon and is led by a recipient of the Portland Business Journal’s 40 Under 40 award.
We represent sophisticated business clients in disputes involving shareholder conflicts, partnership breakdowns, commercial fraud, business divorces, asset tracing, real estate disputes, and corporate governance litigation.
We operate as a fully remote, high-performance team leveraging advanced legal technology and AI tools to deliver exceptional work product.
Our five core values—Integrity, Excellence, Ownership, Coachability, and Teamwork—guide everything we do.
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Role Overview
Our litigators handle complex disputes involving financial records, business valuation issues, forensic accounting questions, cash flow reconstruction, and asset tracing.
Many lawyers are strong legal strategists but not trained financial analysts. We are seeking a financially sophisticated professional who can bridge that gap.
You will serve as the internal financial engine supporting our litigation team—helping translate messy financial data into organized, intelligible, decision-ready analysis.
This is not a bookkeeping role.
This is a high-trust analytical position requiring structured thinking, financial fluency, and the ability to independently manage large volumes of data with precision.
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Core Responsibilities
Financial Data Organization & Reconstruction
- Analyze bank statements, credit card records, general ledgers, and transaction histories
- Track deposits and withdrawals across multiple accounts
- Reconstruct cash flows over multi-year periods
- Identify patterns, inconsistencies, or suspicious transactions
- Build clean, attorney-ready financial summaries from raw data
Asset Identification & Valuation Support
- Gather and organize financial information relevant to:
o Business valuation
o Real estate valuation
o Equity ownership analysis
o Capital account tracking
o Investment performance review
- Support attorneys in preparing financial exhibits for court filings
- Assist in calculating damages models and loss analyses
Litigation Financial Support
- Create clear Excel models that:
o Track financial movement
o Summarize transaction categories
o Identify net transfers
o Reconcile disputed amounts
- Prepare deposition-ready financial summaries
- Assist in organizing discovery productions involving financial records
- Work alongside attorneys to prepare expert witness data packets
Data Management & Visualization
- Convert raw financial records into structured spreadsheets
- Build pivot tables and dashboards for litigation strategy discussions
- Create visual summaries (charts, timelines, asset maps)
- Maintain clean, organized data repositories
Cross-Functional Collaboration
- Participate in litigation workflow meetings
- Coordinate with paralegals and attorneys
- Translate financial concepts into clear, non-technical explanations
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Qualifications
Required
- Degree in Finance, Accounting, Economics, or related field
- Minimum 3+ years experience in:
o Financial analysis
o Forensic accounting
o Investment analysis
o Valuation support
o Audit or transaction advisory
- Advanced Microsoft Excel proficiency (formulas, pivot tables, reconciliation, modeling)
- Strong English writing and communication skills
- Experience handling large data sets with high accuracy
Strongly Preferred
- Experience supporting litigation or disputes
- Familiarity with business valuation methodologies
- Experience reconstructing financial records from incomplete data
- Understanding of U.S. GAAP principles
- Exposure to forensic accounting or fraud investigations
- Experience building damages models
- Ability to review QuickBooks exports and general ledgers
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Technology Requirements
- Reliable high-speed internet connection
- Professional-grade microphone and camera
- Quiet, distraction-free workspace
- Ability to work comfortably with:
o Excel (advanced level)
o PDF financial records
o Cloud-based document management systems
o AI-assisted research and analytics tools
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What Success Looks Like
Within 60–90 days, you will:
- Independently organize multi-year financial records
- Deliver clean, accurate financial summaries without requiring constant correction
- Anticipate what attorneys need before being asked
- Improve litigation efficiency by reducing attorney time spent on math-heavy analysis
- Become the go-to internal resource for financial clarity in disputes
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Why This Role Is Unique
You will not be performing routine bookkeeping.
You will be embedded in high-level commercial litigation where financial clarity can determine case strategy, settlement leverage, and trial outcomes.
This is an opportunity to:
- Work directly with experienced U.S. litigators
- Contribute meaningfully to high-value disputes
- Apply financial expertise in complex, real-world legal contexts
- Grow into a long-term strategic support role
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How to Apply
Please submit:
1. Your CV
2. A brief explanation of:
o The most complex financial analysis you have performed
o Your experience with multi-account cash flow reconstruction
o Your Excel proficiency level
Applications will be reviewed on a rolling basis.
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