Job Description

• Review and measurement of large loss commercial insurance claims and other assignments. Claims include property damage, product recall, liability, theft/fidelity, and business interruption/lost profits. Businesses will consist of a wide range of industries and sizes.
• 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.
• Analyze Excel schedules using financial information provided which will be used in the measurement of business interruption, inventory, extra expense and/or property damage losses.
• Analyze revenue and expenses to create projection models.
• Communicating results of analysis to supervisors and/or clients.
• Preparation of written reports and written narratives to be sent to clients.
• Attend existing and new client meetings (telephone, online, or in-person) and communicate findings in meetings to clients and team members.

Qualifications

• Bachelor’s or Graduate Degree with a major in accounting, finance, or economics.
• 10+ years of public accounting experience or closely related field.
• CPA
• 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.

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
• Flexible Time Off policy
• Medical, Dental, and Vision Insurance
• 401k Match
• Commuter Benefit

A reasonable estimate of the salary range for this role is $140,000 - $180,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, client relationships, 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.

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 jobs@jsheld.com and include “Applicant Accommodation” within the subject line with your request and contact information.

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