Director, Strategic Advisory

J.S. Held LLC

. Lead and manage financial and accounting controls for operating businesses and commercial real estate assets .

Posted 9/29/2026full-timeRemote • Texas • United StatesLead💰 $200,000 - $260,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modeling, cash flow forecasting, and project management while effectively communicating with C-suite executives and stakeholders. Proven ability to lead teams, manage complex projects, and drive operational excellence across various industries.

Highest-signal resume keywords

Financial ModelingCash Flow ForecastingProject ManagementClient Relationship DevelopmentLeadership Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisData SummarizationAccounting ControlsBankruptcy AdvisoryLiquidation AnalysisLoan NegotiationThree-Statement Financial ModelingOperational ExcellenceBusiness DevelopmentComplex Project Management

Soft Skills

Excellent CommunicationInterpersonal SkillsNegotiation SkillsOrganizational SkillsAnalytical Mindset

Tools & Technologies

ExcelPowerPointWordOutlook

Certifications & Qualifications

Certified Public Accountant (CPA)Certified Insolvency and Restructuring Advisor (CIRA)Chartered Financial Analyst (CFA)Certified Fraud Examiner (CFE)Certified Turnaround Professional (CTP)

Industry Keywords

Financial ServicesConsultingCommercial Real EstateRestructuringTurnaround ManagementBankruptcyDistressed AssetsReceivershipsSell-Side M&ABig 4 Accounting

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

7-12 years of progressive experience in finance, accounting, or consulting in a fast-paced environment
B.A. in finance or accounting
Certified Public Accountant (CPA), Certified Insolvency and Restructuring Advisor (CIRA), Chartered Financial Analyst (CFA), Certified Fraud Examiner (CFE), and/or Certified Turnaround Professional (CTP) is a plus
Highly organized with excellent written and oral presentation skills
Expert knowledge of Excel (V-Lookup / Pivot Tables), PowerPoint, Word, and Outlook
Strong analytical mindset and ability to summarize large data sets
Demonstrated leadership experience and ability to manage and mentor a team
Excellent communication and interpersonal skills, with ability to influence and negotiate
Proven track record managing complex projects and delivering superior results
Ability to independently develop and write superior quality work product with limited oversight
Ability to work independently and as a team member
Must be willing to travel as warranted by client service requirements
Big 4 accounting or consulting experience is a plus
Knowledge of various accounting systems is a plus
Familiarity with restructuring, turnaround management, bankruptcy, distressed assets, receiverships, and sell-side M&A is a plus
Must be able to sit for long periods of time
Must be comfortable working in a remote and/or hybrid environment
Must be flexible to work outside 8:30am–5:30pm business hours if needed
Must be flexible to travel

Benefits

Comp & perks

Generous FTO Policy
Medical, Dental, and Vision Insurance
401k Match
Commuter Benefit
Remote and/or hybrid work environment