Job Description

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 business interruption 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 continental U.S.
• 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

Required Qualifications:

• Bachelor’s or Graduate Degree with a major in accounting, finance or economics.
• 0 – 4 years of public accounting experience or closely related field.
• Strong Microsoft Excel skills with ability to do VLOOKUP, pivot tables, and advanced formulas.
• Proficient in written and spoken English.
• Valid driver’s license and good driving record

Physical and Mental Job Qualifications

• Ability to travel as needed.

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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
• Commuter Benefit

A reasonable estimate of the salary range for this role is $65,000 - $75,0000 per year. 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.

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.