Sr. 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, Vision Insurance

401k Match

Job summary

J.S. Held LLC seeks a Senior Associate to join our San Diego-area team, focusing on distressed real estate projects.

The role involves on-site property oversight (≈40%), rigorous financial modeling, and collaboration with senior client personnel on complex engagements across real estate and operating companies. The ideal candidate has 3–5 years' experience in finance/restructuring, with a strong Excel/PowerPoint background, and the ability to travel up to 40%.

Qualifications

• 3-5 years of experience in Audit, Big 4 Accounting, Banking, Finance and/or distressed asset consulting or restructuring, or related fields.
• Degree in Business, Economics, Finance, or Accounting preferred; Master’s or Real Estate specialty a plus.
• CPA, CFA, CTP, and CIRA are a plus.

Responsibilities

• Support the reporting manager in project management and financial analysis across a wide range of projects and industries, including real estate and operating companies.
• 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.

Skills

Financial modeling

Interpersonal skills

Independent working

Project management

Time management

Education

Bachelor's degree in Business/Economics/Finance/Accounting

Master's or Real Estate specialization (plus)

Tools

Microsoft Excel

PowerPoint

Word

Job description

Company 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.

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 real estate operations or 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.

JobResponsibilities

• Support the reporting manager in project management and financial analysis across a wide range of projects and industries, including real estate and operating companies.
• 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

The desired candidate will possess the following professional abilities and work experience:

• 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 offinancial 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‑pressed, 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

A reasonable estimate of the salary range for this role is $100,000 - $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, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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.

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