Financial Analyst

Company 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.

We are seeking a Financial Analyst to join our Economic Damages & Valuations team. This is a unique opportunity for a highly driven person with a well-rounded skill set to apply their economics, finance and accounting knowledge across a variety of different projects.

As a Financial Analyst on the Economic Damages & Valuations Team, your responsibilities will extend beyond those of traditional Financial Analysts. The ideal person for this role will need to not only have a strong grasp of economics, accounting, and finance concepts but also be flexible and a strategic thinker able to take on a variety of tasks. In this role, you'll work on high‑impact litigation matters across a wide range of industries, applying your expertise in evaluating economic damages. You’ll assist with day‑to‑day project management and client communications across multiple engagements, offering variety, pace, and exposure to challenging cases. This is a great opportunity for someone who enjoys analytical work and wants to deepen their expertise in economic damages methodologies.

Job Responsibilities

• Attends orientation training.
• Conducts tasks assigned by Forensic Economists, including:
  • Basic entry of financial statement, tax return, and transactional data into firm templates.
  • Basic input financial statement, tax return, and transactional data.
  • Reviewing and summarizing: Discovery responses, deposition transcripts, and employment and earnings records.
  • Review and analyze reports of opposing damages experts.
  • Managing damages analyses, including determining appropriate methodologies and building and reviewing financial models
  • In depth research across various industries and topics.
  • Basic report drafting.
  • Preparation of data for demonstrative tables, charts, and graphs.
  • Document organization.
  • Working with experts in other disciplines.
• Attends internal training events.
• Performs other related duties as assigned by managers or others.
• Utilizes technology and internal resources to drive efficiency in daily workflows and support broader team initiatives.
• Acts as a shared resource, demonstrating strong curiosity and willingness to expand knowledge in areas such as business valuations.

Qualifications

Required Qualifications

• Bachelor's Degree in Business, Accounting, Finance, Economics, or related field with 3+ years of experience
• Internet Software; Proficient in Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook); and Presentation software (PowerPoint).
• Outstanding interpersonal communication, organizational, and analytical skills.
• Strong project management skills.
• Strong analysis and critical thinking skills.
• Able to meet deadlines while being detail oriented.
• Strong independent work ethic and leadership skills and qualities.
• Exceptional communication skills to support and solve our client’s questions and requests.

Preferred Qualifications

• None

Physical and Mental Job Qualifications

• Occasionally required to stand.
• Frequently required to walk.
• Continually required to sit.
• Continually required to utilize hand and finger dexterity.
• Continually required to talk or hear.
• Occasionally exposed to outside weather conditions.
• While performing the duties of this job, the noise level in the work environment is usually quiet.
• Specific vision abilities required by this job include: Close vision; Distance vision; Color vision; Peripheral vision; Depth perception and ability to adjust focus.

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 $75,000 - $85,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, 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

EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering.

J.S. Held is an equal opportunity employer. Qualified applicants are considered 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 a reasonable accommodation during the recruitment process, please email [email protected] . Include "Applicant Accommodation" in the subject line, along with your request and contact information.

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

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