Consultant, Economic Damages & Valuations - Summer 2027 (New Grad)

J.S. Held LLC

$90K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a quantitative discipline (Business, Economics, Mathematics, Finance, Accounting) with minimum GPA of 3.0.
  • Experience analyzing financial statements, tax returns, and general ledger data.
  • Proficiency in Microsoft Office, especially Excel, with strong communication skills for expert report writing.
  • Strong project management and organizational skills essential for handling multiple tasks.
  • Detail-oriented with the ability to work independently while maintaining accuracy.
  • Excellent interpersonal skills to engage effectively with clients.

Responsibilities

  • Perform comprehensive analysis of financial statements and transactional data.
  • Conduct in-depth research on companies, industries, and products.
  • Assist in drafting expert reports for litigation purposes.
  • Review and analyze damages reports from opposing experts.
  • Prepare data for visual representations like tables and charts.
  • Organize documents and maintain accurate records of financial data.
  • Coordinate client communications to ensure effective service and understanding of analytical findings.

Benefits

  • Flexible work environment allowing remote work when needed.
  • Flexible Time Off policy to support work-life balance.
  • Comprehensive Medical, Dental, and Vision Insurance.
  • 401k plan with matching contributions.
  • Commuter Benefit to assist with travel expenses.
Full Job Description
Job Description

We are seeking a Consultant to join our Economic Damages and Valuations team. In this role, you will support a wide range of litigation-focused engagements, including economic damages assessments, business valuation analyses, and forensic accounting. Typical assignments may involve commercial damages, business interruption claims, fraud investigations, partnership and trust disputes, family law matters, shareholder disputes, and other specialized projects.

This is a unique opportunity for a highly driven candidate with strong analytical and organizational skills to work closely with testifying experts and leadership. The role involves analyzing complex financial information, preparing schedules and exhibits, reviewing discovery materials, and assisting in the preparation of materials used in depositions, mediations, hearings, and trial.

The ideal candidate will be detail-oriented, adaptable, and able to manage multiple matters and deadlines while maintaining a high level of accuracy.

Job Responsibilities:
  • Perform comprehensive analysis of financial statements, tax returns, and transactional data to develop financial models and support data driven decision making.
  • Conduct in depth company, industry, and product research.
  • Input financial statement, tax return, and transactional data.
  • Assist with drafting expert reports.
  • Review and analyze reports of opposing damages experts.
  • Prepare data for demonstrative tables, charts, and graphs.
  • Organize documents and maintain orderly records.
  • Perform quality control checks.
  • Attend internal training events.
  • Engage directly with clients on analytical findings and document requests, coordinating with the expert to ensure effective communication and client service.


Qualifications

Required Qualifications
  • Bachelor's degree in a quantitative discipline, such as Business, Economics, Mathematics, Finance, or Accounting with a minimum GPA of 3.0 in both your major and overall.
  • Experience analyzing financial statements, tax returns, and general ledger data.
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint), with strong verbal and written communication skills and the ability to produce high-quality expert reports.
  • Strong project management and organizational skills.
  • Strong analytical and organizational skills with a high attention to detail.
  • Ability to manage multiple assignments and deadlines in a fast-paced environment.
  • Strong independent work ethic with demonstrated leadership capabilities.
  • Excellent communication skills with the ability to effectively support and address client needs.

Preferred Qualifications
  • Experience evaluating economic damages in litigation cases.
  • Experience supporting expert testimony or litigation matters.
  • Professional certifications (ex. CEA, CVA, ABV etc.), or have demonstrated progress towards obtaining relevant certifications.

Physical and Mental Job Qualifications
  • Prolonged periods sitting at a desk and working on a computer.
  • Ability to travel as needed.


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 $90,000 - $110,000. 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 www.jsheld.com.

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