J.S. Held LLC

Financial Planning and Analysis

• Lead all local accounting activities, including month-end close, account reconciliations, journal entries, and financial reporting
• Ensure compliance with U.S. GAAP, company accounting policies, and internal control requirements
• Coordinate with corporate accounting teams to support consolidated reporting and audit requests
• Maintain accurate books and records and ensure timely completion of monthly, quarterly, and annual close processes
• Oversee end-to-end billing operations, including invoice generation, contractual billing compliance, work-in-process management, billing-cycle efficiency, and revenue realization
• Manage accounts receivable, collections, and cash application activities, monitoring DSO, aging receivables, collection performance, disputes, and working capital metrics
• Lead and supervise accounts payable, including vendor onboarding, invoice processing, payment approvals, cash disbursements, and vendor relationship management
• Serve as primary liaison with corporate FP&A and coordinate KPI and monthly reporting
• Ensure the company remains compliant with tax-related matters
• Serve as liaison to external professional service firms
• Support one of the company’s newly acquired businesses
• Travel as necessary for meaningful team meetings, approximately 5% of the time

Finance Manager – Controllership Function

Manager

• Assess J.S. Held’s alignment with internal and external compensation data
• Work with management to design, implement, and monitor compensation programs, including base pay, incentive pay, and total rewards
• Conduct job analysis and evaluation to determine appropriate salary bands and ranges
• Review and level new and existing job descriptions within the job hierarchy
• Partner with internal stakeholders to develop compensation plans that attract, reward, and retain talent
• Collaborate with Payroll and Finance on program administration
• Generate analytical compensation reports supporting budgets and strategic decision-making
• Provide reports, analysis, and policy clarification to HR teams and business leaders
• Support annual merit increase and bonus plan activities
• Provide market research as needed
• Monitor compensation management trends and compliance with compensation laws and regulations
• Collaborate on special projects and respond to ad hoc requests

Compensation Manager

Strategy

• Lead operational turnaround management and financial restructuring engagements
• Provide expertise and leadership in investment banking, valuation, litigation support, and asset disposition roles
• Manage and lead teams of J.S. Held personnel
• Lead interactions with client teams, shareholders, lenders, and other stakeholders
• Manage multiple projects simultaneously
• Work under stress in crisis situations with limited resources and tight deadlines
• Produce deliverables
• Lead business development efforts and cultivate referral source relationships within legal, lending, and investor communities
• Collaborate with internal stakeholders to develop and implement go-to-market strategies for revenue growth
• Provide support in other ad hoc tasks as requested

Managing Director, Strategic Advisory

• Lead and manage financial and accounting controls for operating businesses and commercial real estate assets
• Identify key performance drivers, perform cash flow forecasting, and support operational needs across industries
• Produce accurate work products for internal and external contacts
• Perform 13-week cash flow and three-statement financial modeling and forecasting
• Handle both detailed and executive-level work on client accounts
• Prepare extensive written and financial reports and presentations
• Advise clients on bankruptcy proceedings, working capital improvements, liquidation analyses, loan negotiations/modifications, and claims processes
• Present to C-suite executives, bankers, lawyers, and business owners
• Collaborate with senior management and client stakeholders to achieve project goals
• Identify business development opportunities and develop client relationships
• Manage deadlines and deliverables across multiple projects and industries
• Drive process improvements and operational excellence
• Manage project timelines, deliverables, and budgets
• Maintain high ethical standards and credibility in interactions
• Travel up to 40% to client sites, including across the western United States

Director, Strategic Advisory

• Lead operational turnaround management and financial restructuring engagements
• Provide expertise and leadership in investment banking, valuation, litigation support, and asset disposition roles
• Manage and lead teams of J.S. Held personnel
• Lead interactions with client teams, shareholders, lenders, and other stakeholders
• Manage multiple projects simultaneously
• Work under stress in crisis situations with limited resources and tight deadlines
• Produce deliverables
• Lead business development efforts and cultivate referral-source relationships within legal, lending, and investor communities
• Collaborate with internal stakeholders to develop and implement go-to-market strategies for revenue growth
• Provide support on other ad hoc tasks as requested

• Lead operational turnaround management and financial restructuring engagements
• Provide expertise and leadership in investment banking, valuation, litigation support, and asset disposition roles
• Manage and lead J.S. Held personnel
• Lead interactions with client teams, shareholders, lenders, and other stakeholders
• Manage multiple projects simultaneously
• Work under stress in crisis situations with limited resources and tight deadlines
• Produce deliverables
• Lead business development efforts and cultivate referral-source relationships within legal, lending, and investor communities
• Collaborate with internal stakeholders to develop and implement go-to-market strategies for revenue growth
• Provide support on other ad hoc tasks as requested

Senior Managing Director, Strategic Advisory

• Lead and manage financial and accounting controls for operating businesses and commercial real estate assets
• Identify key performance drivers, perform cash flow forecasting, and support operational needs across industries
• Produce accurate work products for internal and external contacts
• Perform 13-week cash flow and three-statement financial modeling and forecasting
• Handle both low-level and executive-level work on the same account
• Prepare extensive written and financial reports and presentations
• Advise clients on bankruptcy proceedings, working capital improvements, liquidation analyses, loan negotiations/modifications, and claims processes
• Present to C-suite executives, bankers, lawyers, and business owners
• Collaborate with senior management and client stakeholders to achieve project goals
• Identify business development opportunities and develop client and business relationships
• Manage deadlines and deliverables across multiple projects and industries
• Drive process improvements and operational excellence
• Manage project timelines, deliverables, and budgets
• Maintain ethical standards and credibility
• Travel up to 40% to client sites, including across the western United States

• Lead and shape real estate-focused project support initiatives
• Support real estate project management and financial analysis
• Develop and implement financial models, cash flow forecasts, and investment strategies
• Prepare investment memoranda, operational assessment reports, and client presentations
• Conduct due diligence for complex transactions and provide strategic recommendations
• Collaborate with senior management and client stakeholders to achieve project goals
• Manage on-site property operations and optimize operational efficiencies
• Drive process improvements and operational excellence across projects
• Track project timelines, deliverables, and budgets
• Contribute to developing and enhancing internal processes and procedures
• Provide proactive problem-solving and decision-making in a fast-paced environment
• Approximately 40% of the role involves on-site property management

Associate Director, Strategic Advisory Consulting

• Lead and shape real estate-focused project support initiatives
• Support real estate project management and financial analysis
• Develop and implement financial models, cash flow forecasts, and investment strategies
• Prepare investment memoranda, operational assessment reports, and client presentations
• Conduct due diligence for complex transactions and provide strategic recommendations
• Collaborate with senior management and client stakeholders to achieve project goals
• Manage on-site property operations and optimize operational efficiencies
• Drive process improvements and operational excellence across projects
• Manage project timelines, deliverables, and budgets
• Contribute to internal processes and procedures
• Provide proactive problem-solving and decision-making in a fast-paced environment
• Uphold high ethical standards and credibility in all interactions

Associate Director – Strategic Advisory Consulting

• Lead and shape real estate-focused project support initiatives
• Support real estate project management and financial analysis
• Develop and implement financial models, cash flow forecasts, and investment strategies
• Prepare investment memoranda, operational assessment reports, and client presentations
• Conduct due diligence for complex transactions and provide strategic recommendations
• Collaborate with senior management and client stakeholders to achieve project goals
• Manage on-site property operations and optimize operational efficiencies
• Drive process improvements and operational excellence across projects
• Manage project timelines, deliverables, and budgets
• Contribute to internal processes and procedures
• Provide proactive problem-solving and decision-making in a fast-paced environment
• Maintain ethical standards and credibility in all interactions
• Approximately 40% of the role involves on-site management of properties

Operations

• Coordinate J.S. Held's enterprise drone program
• Maintain visibility into drone assets, pilots, certifications, utilization, and flight activity
• Develop and maintain SOPs, training, policies, procedures, records, and controls
• Track program performance and report on utilization, compliance, billing, risks, and implementation progress
• Refine fleet management and identify new revenue opportunities
• Coordinate drone inventory, registration, assignment, maintenance, insurance, and retirement
• Monitor FAA requirements, pilot credentials, renewals, authorizations, and recordkeeping obligations
• Support risk assessments, incident reporting, corrective actions, and compliance reviews
• Establish consistent drone billing and documentation practices with Finance and practice operations
• Connect flight activity to projects or engagements and maintain invoicing, audit, and client-question records
• Monitor billing adoption and exceptions, and report on activity, billings, recoveries, costs, and program economics
• Lead requirements definition, RFP support, evaluation, and implementation of a drone fleet-management platform
• Administer platform data standards, user access, workflows, data quality, vendor performance, and enhancements
• Coordinate relationships with drone technology, equipment, training, and compliance vendors
• Partner with practice leaders, pilots, and corporate functions to support adoption and resolve issues
• Coordinate pilot onboarding, training, certification tracking, and program communications
• Serve as the central coordination point and route technical, legal, regulatory, safety, or accounting matters to subject matter experts
• Provide enterprise coordination without direct-report pilots

Flight Operations Manager

• Coordinate J.S. Held's enterprise drone program
• Maintain visibility into drone assets, pilots, certifications, utilization, and flight activity
• Develop and maintain SOPs, training, policies, procedures, records, and controls
• Track program performance and report on utilization, compliance, billing, risks, and implementation progress
• Refine fleet management and identify new revenue opportunities
• Coordinate drone inventory, registration, assignment, maintenance, insurance, and retirement
• Monitor FAA requirements, pilot credentials, renewals, authorizations, and recordkeeping obligations
• Support risk assessments, incident reporting, corrective actions, and compliance reviews
• Partner with Finance and practice operations on drone billing and documentation
• Connect flight activity to projects or engagements and maintain invoicing, audit, and client-question records
• Monitor billing adoption and exceptions, and report on activity, billings, recoveries, costs, and program economics
• Lead requirements definition, RFP support, evaluation, and implementation of a drone fleet-management platform
• Administer the selected platform, including data standards, user access, workflows, data quality, vendor performance, and enhancements
• Coordinate drone technology, equipment, training, and compliance vendors
• Partner with practice leaders, pilots, and corporate functions to support adoption and resolve issues
• Coordinate pilot onboarding, training, certification tracking, and program communications
• Serve as the central coordination point and route technical, legal, regulatory, safety, and accounting matters to subject matter experts
• Provide enterprise coordination without direct-report pilots

Accounting Manager

• Shape the strategic direction of the Complex Accounting & Litigation practice
• Lead, mentor, and grow junior team members on client work and business development
• Foster a collaborative, high-performance culture focused on quality, innovation, and client service
• Assist with internal knowledge sharing, training, and professional development initiatives
• Oversee and execute complex investigations involving regulatory inquiries, forensic accounting, litigation consulting, and expert witness services
• Guide development of client deliverables including reports, presentations, data visualizations, and testimony
• Serve as a senior point of contact for clients
• Expand the book of business and contribute to practice growth
• Develop and implement go-to-market strategies with internal stakeholders
• Build and maintain relationships with law firms, regulators, financial institutions, and corporate clients
• Represent J.S. Held at industry events, conferences, and client engagements

Managing Director, Complex Accounting, Litigation, Insurance Solvency Analysis

• Lead all local accounting activities, including month-end close, account reconciliations, journal entries, and financial reporting
• Ensure compliance with U.S. GAAP, company accounting policies, and internal control requirements
• Coordinate with corporate accounting teams to support consolidated reporting and audit requests
• Maintain accurate books and records and ensure timely completion of monthly, quarterly, and annual close processes
• Oversee end-to-end billing operations, including invoice generation, contractual billing compliance, work-in-process management, billing-cycle efficiency, and revenue realization
• Manage accounts receivable, collections, and cash application activities, including DSO, aging receivables, collection performance, dispute resolution, and working capital metrics
• Lead and supervise accounts payable, including vendor onboarding, invoice processing, payment approvals, cash disbursements, and vendor relationship management
• Serve as the primary liaison with corporate FP&A, coordinating KPI and other monthly reporting
• Ensure the company remains compliant with tax-related matters
• Serve as a liaison to external professional service firms
• Manage multiple tasks and prioritize effectively
• Support one of the company’s newly acquired businesses
• Travel as necessary for meaningful team meetings, approximately 5% of time

Consultant

• Participate in construction dispute resolution, claims preparation and analysis, forensic accounting, cost analysis, project controls, and contract administration support on live projects
• Perform damages quantification, including loss of productivity, prolongation costs, additional work, and contract assessments
• Contribute to expert report preparation
• Conduct advanced data research
• Manage client relations and deliver assignments under tight deadlines
• Prepare and deliver presentations to communicate results
• Support the management and/or control of construction projects, particularly in infrastructure and energy sectors
• Collaborate with the team and deliver assignments to client satisfaction