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Associate Director Financial Consulting

J.S. Held LLC
Solana Beach, CA Full Time
POSTED ON 1/24/2025
AVAILABLE BEFORE 4/11/2025

We are seeking an experienced Associate Director to lead and shape our project support initiatives in San Diego. This role combines strategic leadership with handson involvement in real estate operations and financial consulting. The role offers a unique opportunity to engage in a variety of tasks ranging from lowtomidlevel responsibilities to higherlevel strategic initiatives within our firm. The ideal candidate will demonstrate a strong understanding or quick ability to grasp our work with a background in real estate operations or finance preferred. Travel could include up to 40% onsite at client engagements requiring handson operational oversight.  The position is based in the San Diego County area with expectations to work in the office 5 days per week fulltime.

Job Responsibilities

  • Support in real estate operational project management and financial analysis.
  • Develop and implement comprehensive financial models and cash flow forecasts. Play an active role in restructuring turnaround winddown processes and sellside M&A..
  • Prepare highquality operational assessment reports court reporting and client presentations.
  • Conduct due diligence for complex transactions and provide strategic recommendations.
  • Collaborate closely with senior management and client stakeholders to achieve project goals.
  • Manage deadlines and deliverables across multiple projects and industries with varying levels of involvement.
  • Drive process improvements and operational excellence across projects.
  • Maintain a strong focus on project timelines deliverables and budget management.
  • Contribute to the development and enhancement of internal processes and procedures.
  • Demonstrate proactive problemsolving and decisionmaking skills in a fastpaced environment.
  • Uphold the highest ethical standards and maintain credibility in all interactions.

Qualifications :

The desired candidate will possess the following professional abilities and work experience :

  • 58 years of progressive experience in financial analysis Audit Big 4 Accounting Banking Finance and / or distressed asset consulting or restructuring or related fields.
  • Demonstrated leadership experience and ability to manage and mentor a team.
  • Strong proficiency in financial modeling Microsoft Excel PowerPoint and Word.
  • Excellent communication and interpersonal skills with the ability to influence and negotiate.
  • Proven track record in managing complex projects and delivering superior results.
  • Willingness to travel occasionally as required by client engagements.
  • Experience in corporate finance banking consulting or accounting preferred
  • CPA CFA CTP and CIRA credentials are a plus
  • Should be motivated demonstrate a high degree of energy and be a selfstarter; someone who is enthusiastic proactive and who takes initiative to get the job done
  • Must have the ability to multi task often in a time pressured urgent environment
  • Excellent financial analytical and interpersonal skills. Excellent project management skills and proven capabilities to support project teams
  • Highest ethical standards and credibility. Someone who demonstrates exceptional business judgment and character traits
  • Ability to independently develop and write superior quality work product with limited oversight
  • Ability to work both independently as well as a team member
  • Must be willing to travel as warranted by client service requirement
  • Additional Information :

    Physical and Mental Job Qualifications

  • Must be able to sit for long period of time
  • Must be comfortable to work in a remote and / or hybrid environment
  • Must be flexible to work outside of the 8 : 30am 5 : 30pm business hours if needed
  • Must be flexible to travel
  • 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 teams needs.

  • Generous FTO Policy
  • Medical Dental and Vision Insurance
  • 401k Match
  • Commuter Benefit
  • A reasonable estimate of the salary range for this role is $100000 $125000. 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 were 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. 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    and include Applicant Accommodation within the subject line with your request and contact information.

    LIRC1

    Remote Work : Employment Type :

    Fulltime

    Salary : $100,000 - $125,000

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