Senior Associate

J.S. Held LLC; Solana Beach (CA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Generous FTO Policy

Medical, Dental, and Vision Insurance

401k Match

Commuter Benefit

Job summary

J.S. Held LLC in San Diego seeks a Senior Associate to support distressed real estate and finance projects across industries, with 40% on-site property oversight and a five-day in-office schedule.

The role blends financial modeling, project management, and due diligence with interaction with senior client personnel, aiming to drive restructuring and turnaround initiatives while maintaining high ethical standards.

Qualifications

• 3-5 years of experience in Audit, Big 4 Accounting, Banking, Finance and/or distressed asset consulting or restructuring, or related fields.
• A degree in Business, Economics, Finance, or Accounting is preferred.
• A Master's or specialty in Real Estate is a plus.

Responsibilities

• Support the reporting manager in project management and financial analysis across a wide range of projects and industries, including distressed operational and real estate engagements.
• Execute and review detailed financial modeling, build and analyze cash flow forecasts, and conduct comprehensive financial statement reviews.
• Assist in the preparation of assessments and court reporting.
• Conduct industry research and contribute to client engagements with due diligence.
• Collaborate effectively within project teams and interact with senior-level client personnel.
• Manage physical on-site property operations and ensure operational efficiencies.
• Maintain strict adherence to project timelines and deliverables.
• Contribute to the development and enhancement of internal processes and procedures.
• Demonstrate proactive problem‑solving and decision‑making skills in a fast‑paced environment.

Skills

Financial modeling

Excel

PowerPoint

Word

Interpersonal skills

Team collaboration

Communication

Time management

Education

Bachelor's in Business/Finance/Accounting

Master's or Real Estate specialization

Tools

Microsoft Excel

PowerPoint

Word

Job description

Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work?

J.S. Held is a global consulting firm providing technical, scientific, and financial expertise. Our professionals serve as trusted advisors to organizations facing high-stakes events demanding urgent attention, staunch integrity, and clear-cut analysis. The firm provides a comprehensive suite of services enabling clients to navigate complex, contentious, and often catastrophic situations. We have over 100 locations worldwide. We are highly committed to all members of our community, both employees and clients. Our organization focuses on promoting a sense of community and inspiring our people to achieve results that exceed goals.

Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work?

J.S. Held is a global consulting firm providing technical, scientific, and financial expertise. Our professionals serve as trusted advisors to organizations facing high-stakes events demanding urgent attention, staunch integrity, and clear-cut analysis. The firm provides a comprehensive suite of services enabling clients to navigate complex, contentious, and often catastrophic situations. We have over 100 locations worldwide. We are highly committed to all members of our community, both employees and clients. Our organization focuses on promoting a sense of community and inspiring our people to achieve results that exceed goals.

Job Description

We are seeking a Senior Associate to join our dynamic team in San Diego, providing support across a wide range of projects and industries, with a primary focus on distressed real estate projects. This role offers a unique opportunity to engage in a variety of tasks, ranging from low-to-mid-level responsibilities to higher-level strategic initiatives within our firm. The ideal candidate will demonstrate a strong understanding or quick ability to grasp our work, with a background in finance preferred. Approximately 40% of the role involves on-site management of properties, requiring hands‑on operational oversight.

Our clients often find themselves in situations of distress that require expert advice swiftly. These situations, whether they present as a crisis or an opportunity, may necessitate restructuring, workout, turnaround, or even wind-down strategies. During these critical times, our clients look to us to provide a steadying hand for the best outcome. The position is based in the San Diego County area with expectations to work in the office 5 days per week full-time.

Job Responsibilities

• Support the reporting manager in project management and financial analysis across a wide range of projects and industries, including distressed operational and real estate engagements.
• Execute and review detailed financial modeling, build and analyze cash flow forecasts, and conduct comprehensive financial statement reviews.
• Assist in the preparation of assessments and court reporting.
• Conduct industry research and contribute to client engagements with due diligence.
• Collaborate effectively within project teams and interact with senior-level client personnel.
• Manage physical on-site property operations and ensure operational efficiencies.
• Maintain strict adherence to project timelines and deliverables.
• Contribute to the development and enhancement of internal processes and procedures.
• Demonstrate proactive problem‑solving and decision‑making skills in a fast‑paced environment.
• Uphold the highest ethical standards and maintain credibility in all interactions.

Qualifications

Required Qualifications

• 3-5 years of experience in Audit, Big 4 Accounting, Banking, Finance and/or distressed asset consulting or restructuring, or related fields. A degree in Business, Economics, Finance, or Accounting is preferred. A Master's or specialty in Real Estate is a plus.
• Deep understanding of financial modeling, Microsoft Excel, PowerPoint, and Word.
• Strong interpersonal skills with the ability to communicate effectively at all levels.
• Ability to work independently and as part of a collaborative team.
• Highly organized, dynamic and possess the ability to pivot and shift focus without losing deadlines or priorities.
• A willingness to travel, up to 40%, as required by client service needs.
• Experience in corporate finance, banking, consulting or accounting preferred.
• CPA, CFA, CTP, and CIRA are a plus.
• Should be motivated, demonstrate a high degree of energy, and be a self‑starter; someone who is enthusiastic, proactive, and who takes initiative to get the job done.
• Must have the ability to multitask, often in a time‑pressured, urgent environment.
• Excellent financial, analytical, and interpersonal skills. Excellent project management skills and proven capabilities to support project teams.
• Ability to independently develop and write superior quality work product with limited oversight.
• Ability to work both independently, as well as a team member.

Additional Information

Some of the Benefits We Have Include

J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team’s needs.

• Generous FTO Policy
• Medical, Dental, and Vision Insurance
• 401k Match
• Commuter Benefit

A reasonable estimate of the salary range for this role is $100,00 - $120,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available.

Please explore what we’re all about at www.jsheld.com.

EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!

J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

If you are an individual with a disability and would like to request for a reasonable accommodation, please email [e-mail] and include "Applicant Accommodation" within the subject line with your request and contact information.