Senior Associate (Financial Restructuring or Distressed Real Estate Preferred)

J.S. Held•Solana Beach, CA

18h•Hybrid

About The Position

We are seeking a Senior Associate to join our dynamic team in San Diego, providing support across a wide range of projects and industries, with a primary focus on distressed real estate projects. This role offers a unique opportunity to engage in a variety of tasks, ranging from low-to-mid-level responsibilities to higher-level 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. Approximately 40% of the role involves on-site management of properties, requiring hands-on operational oversight. Our clients often find themselves in situations of distress that require expert advice swiftly. These situations, whether they present as a crisis or an opportunity, may necessitate restructuring, workout, turnaround, or even wind-down strategies. During these critical times, our clients look to us to provide a steadying hand for the best outcome. The position is based in the San Diego County area with expectations to work in the office 5 days per week full-time.

Requirements

3-5 years of experience in Audit, Big 4 Accounting, Banking, Finance and/or distressed asset consulting or restructuring, or related fields.
A degree in Business, Economics, Finance, or Accounting is preferred.
Deep understanding of financial modeling, Microsoft Excel, PowerPoint, and Word.
Strong interpersonal skills with the ability to communicate effectively at all levels.
Ability to work independently and as part of a collaborative team.
Highly organized, dynamic and possess the ability to pivot and shift focus without losing deadlines or priorities.
Must be able to sit for long periods 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.
Excellent financial, analytical, and interpersonal skills.
Excellent project management skills and proven capabilities to support project teams.
Ability to independently develop and write superior quality work product with limited oversight.
Ability to work both independently, as well as a team member.

Nice To Haves

Financial Restructuring or Distressed Real Estate Preferred
Background in real estate operations or finance preferred.
A Master's or specialty in Real Estate is a plus.
Experience in corporate finance, banking, consulting or accounting preferred.
CPA, CFA, CTP, and CIRA are a plus.
Should be motivated, demonstrate a high degree of energy, and be a self-starter; someone who is enthusiastic, proactive, and who takes initiative to get the job done.
Ability to multitask, often in a time-pressured, urgent environment.
A willingness to travel, up to 40%, as required by client service needs.

Responsibilities

Support the reporting manager in project management and financial analysis across a wide range of projects and industries, including real estate and operating companies.
Execute and review detailed financial modeling, build and analyze cash flow forecasts, and conduct comprehensive financial statement reviews.
Assist in the preparation of assessments and court reporting.
Conduct industry research and contribute to client engagements with due diligence.
Collaborate effectively within project teams and interact with senior-level client personnel.
Manage physical on-site property operations and ensure operational efficiencies.
Maintain strict adherence to project timelines and deliverables.
Contribute to the development and enhancement of internal processes and procedures.
Demonstrate proactive problem-solving and decision-making skills in a fast-paced environment.
Uphold the highest ethical standards and maintain credibility in all interactions.