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Senior Staff Forensic Accountant, Forensic Accounting - Insurance Services (Business Interruption)

J.S. Held LLC
Phoenix, AZ Full Time
POSTED ON 1/29/2025
AVAILABLE BEFORE 3/29/2025

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.

Job Description

We are seeking a Senior Forensic Accountant to join our Insurance Services and Economic Damages & Valuations team.  This is a unique opportunity for a highly driven person with a well-rounded skill set to apply their accounting knowledge across a variety of different projects.  You will be responsible for performing various forensic accounting procedures, including constructing sophisticated analyses, performing calculations, and developing work product for insurance and litigation engagements.

Job Responsibilities

  • Review and evaluate detailed financial statements and financial data to create a comprehensive analysis.       
  • Create Excel schedules using financial information provided which will be used in the measurement of business interruption losses, inventory claims, extra expense analyses, and various litigation matters. 
  • Analyze revenue and expenses to create projection models.       
  • Assist in inputting financial data and organize large amounts of financial data.
  • Draft requests for documentation to be used in our analysis (in the form of discovery requests and document request lists).
  • 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.
  • Assist with other assignments ranging from unusual insurance claim-related matters to various litigation projects.

Qualifications

Preferred Qualifications

  • Bachelor's Degree from four-year college or university
  • CPA candidate
  • 3 to 5 years of accounting, auditing, and/or forensic accounting experience
  • Strong computer skills required: Microsoft office suite, particularly basic and advanced Excel functions. Working knowledge of Power Pivot is a plus.
  • Strong analytical, critical thinking, and problem-solving skills
  • Outstanding interpersonal communication, organizational, and writing skills

Physical and Mental Job Qualifications

  • Ability to travel as needed, depending on project assignments.
  • Ability to maneuver in and around an accident site. 
  • Ability to lift up to 50 lbs. 
  • Ability to drive to site locations. 
  • Ability to wear personal protective equipment as required by the work site. 
  • Must be able to commute and work in person on a hybrid schedule to our Phoenix, AZ, office.  

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 $85,000 - $100,000 a 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 [email protected] and include “Applicant Accommodation” within the subject line with your request and contact information.

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Salary : $85,000 - $100,000

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