Analyst
J.S. Held LLC

Company Description

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. Phoenix Management is an operationally-focused advisory service that provides turnaround, crisis and interim management, investment banking and transaction advisory services to middle market companies (typically companies with $30 - $500 million in revenues) and their respective investors and lenders. Phoenix IB a registered broker-dealer and member of FINRA and SIPC, providing independent investment banking advisory solutions.

Phoenix is a high energy, growing and dynamic group that since 1985, the firm has been engaged in more than 1,600 client assignments nationwide across a variety of situations and industries. Phoenix is an expert in understanding and adding value to its clients, creating specialized solutions for both distressed and growth-oriented companies. The management team comprises hands-on leaders who act with a sense of urgency and advocate for their clients' needs. Regardless of the circumstances, Phoenix's mission is the same: to preserve and enhance the value of its clients by focusing on the operational and financial challenges they encounter.

Within Phoenix Management, we are leaders in the boardroom, C-suite, and on the shop floor. Together, we are "in the room" to regularly interact with our clients at all levels to assess and address the real challenges and to develop solutions that solve complex problems facing our clients. We identify areas of opportunity across the operations landscape, develop improvement strategies, and convert that strategy into action to optimize performance.

Phoenix is a part of J.S. Held's Strategic Advisory practice. Our practice is national in scope, with offices in Philadelphia, Atlanta, Boston, Cleveland, New York, Los Angeles, San Diego, Seattle and Arizona.

Job Description

POSITION SUMMARY and RESPONSIBILITIES

The ideal candidate will have a demonstrable record of academic and personal achievement, proven analytical ability, strict attention to detail, and the ability to work as part of a team in a fast-paced environment.

Working both independently and within a Phoenix team of Professionals, responsibilities include financial statement review and analysis, cash flow forecasts, construction and maintenance of detailed financial models, due diligence for client engagements, creation of financial and operational assessment reports and investment memoranda, industry research, supporting transaction advisory & investment banking assignments and interaction with senior level client personnel.

Excellent interpersonal, leadership, and communication skills are also a prerequisite. Prior experience in corporate finance, banking, consulting or accounting is preferred but not required.


Qualifications

PROFESSIONAL and EDUCATIONAL QUALIFICATIONS

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

•1-5 years of broad-based financial/analytic experience including cash flow forecasts, financial modeling, financial statement reviews and analysis

• Experience in corporate finance, banking, consulting or accounting preferred

• CFA, CTP, CIRA and FINRA credentials are a plus

PERSONAL QUALIFICATIONS

• 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

• 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 with other Phoenix Professionals

• Advanced Microsoft Excel, PowerPoint and Word skills

• Must be willing to travel as warranted by client service requirements

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 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 $65k - $90k. 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 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 to learn more about the personal information we collect and to learn about additional privacy rights that may be available.

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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.

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