Staff Forensic Accountant

J.S. Held LLC; Alpharetta (GA); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Remote work flexibility

Generous PTO policy

Health, Dental, and Vision Insurance

401k Match

Job summary

J.S. Held LLC in Alpharetta, GA is seeking a Staff Forensic Accountant to assist in loss measurement across diverse industries. The role emphasizes critical analysis and collaboration in a dynamic environment.

Responsibilities include creating Excel schedules, reviewing financial statements, and communicating findings to clients; travel to loss sites in North America is anticipated. Requires a Bachelor's or higher in accounting/finance, 3+ years public accounting, and strong Excel skills; CPA

Qualifications

• Bachelor’s or Graduate Degree in accounting, finance, or economics.
• 3+ years of public accounting experience or related field.
• Strong Excel skills including VLOOKUP, pivot tables, and formulas.

Responsibilities

• Review and evaluate detailed financial statements to create analyses.
• Create Excel schedules for measuring losses.
• Review invoices and organize documentation for cost tracking.
• Analyze revenue and expenses to build projection models.
• Prepare written reports and client communications.
• Attend client meetings and present findings.
• Assist with other assignments related to insurance claims and litigation.
• Travel as needed; majority day trips with some overnight travel in North America.

Skills

Public accounting

Excel advanced

Education

Bachelor’s or Graduate Degree in accounting, finance, or economics

Tools

Microsoft Excel

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 that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

Job Description

The Forensic Accounting group champions team members to utilize their unique skillsets within our diverse portfolio of work ranging from accident benefits, economic losses, business interruption / lost profits, and commercial litigation. We understand that every one of our projects are distinctive, therefore we inspire our team members to be inquisitive and think critically while working in a collaborative environment. Our group encourages continuous learning that allows everyone to grow and develop an autonomous mindset in a supportive environment.

The Staff Forensic Accountant will assist in the review and measurement of losses. Businesses will consist of a wide range of industries and sizes.

Job Responsibilities

• Review and evaluate detailed financial statements and financial data (statements of revenue and expense, forecasts & budgets, production reports, etc.) in order to create a comprehensive analysis.
• Create Excel schedules using financial information provided which will be used in the measurement of losses.
• Review detailed invoices and purchase orders, organize supporting documentation, and input data to track costs incurred.
• Analyze revenue and expenses to create projection models.
• Assist in inputting financial data and organize large amounts of financial data – both paper and electronic to be used in review.
• Communicating results of analysis to supervisors and/or clients.
• Assist in the preparation of written reports and written narratives to be sent to clients.
• Attend client meetings (telephone, online, or in-person) and communicate findings in meetings to clients and team members. In-person meetings can require travel to loss location sites and client offices. Majority of travel will be day-travel in local region, however some overnight travel can be required throughout North America.
• Respond and travel to large-loss catastrophic event locations when safe to do so.
• Assist with other assignments ranging from unusual insurance claim-related matters to various litigation projects.

Qualifications

RequiredQualifications

• Bachelor’s or Graduate Degree with a major in accounting, finance, or economics.
• 3+ years of public accounting experience or closely related field.
• Strong Microsoft Excel skills with ability to do VLOOKUP, pivot tables, and advanced formulas.

Preferred Qualifications

• Experience in forensic accounting and/or measuring commercial insurance claim losses.
• CPA

Physical and Mental Job Qualifications

• Must be able to travel as necessary.

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.

• Our flexible work environment allows employees to work remotely, when needed
• Generous PTO Policy
• Medical, Dental, and Vision Insurance
• 401k Match

A reasonable estimate of the salary range for this role is $65,000 - $70,000.Any offered salary range is based on a wide array of factors including but not limitedto 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.

All your information will be kept confidential according to EEO guidelines.