Associate Strategic Advisory

We are seeking an Associate to join the Strategic Advisory Group (SAG) in Mumbai. This role supports senior team members across a broad range of strategic financial and operational advisory engagements including distressed asset consulting restructuring support financial analysis and client deliverables.

The Associate will work across multiple concurrent projects supporting both billable client engagements and internal operational initiatives while maintaining high standards for accuracy communication and execution.

Job Responsibilities

Client & Billable Work

Billable activity will primarily relate to financial accounting and strategic analysis in support of advisory engagements across a wide range of projects and industries including but not limited to:

• Financial analysis modeling and data validation
• Support for distressed asset reviews restructuring analyses and performance improvement initiatives
• Data integrity checks reconciliations and validation of clientprovided information
• Formatting formula validation and quality assurance of Excelbased financial workbooks
• Preparation of pitch decks executive summaries and clientready presentations
• Supporting transactionrelated analyses and other strategic advisory deliverables
• Assisting with adhoc analyses to support senior leadership clients and engagement teams

NonBillable & Operational Support

• Nonbillable work is expected to represent approximately 25% (/) of total hours worked.
• Nonbillable activities may include administrative and operational support tasks such as but not limited to:
  • Expense entry reconciliation and verification
  • CRM updates and maintenance
  • Power BI reporting and dashboard updates
  • KPI tracker updates and internal performance reporting
• General operational and practice support activities as required.

Professional & Performance Expectations

• High attention to detail with a commitment to noerror clientfacing deliverables
• Comfortable working under strict deadlines in fastpaced highaccountability environments
• Strong written and verbal communication skills with an emphasis on clear proactive communication
• Ability to manage multiple workstreams simultaneously while maintaining quality and responsiveness
• Willingness to take ownership of work products and contribute positively to team outcomes

Tools Technology & Technical Skills

• Strong proficiency in Microsoft Excel Word PowerPoint and Outlook
• Working knowledge of Microsoft 365 applications including Power BI
• Familiarity with Copilot (AI) and an ability to leverage technology to improve efficiency and accuracy
• Ability to work with large datasets and complex financial models while maintaining data integrity

Qualifications :

This role requires high proficiency in English (verbal and written) due to regular interaction with global stakeholders. It also requires an excellent WiFi connection with stable internet.

Required Qualifications

• Masters degree in finance accounting business or a similar professional field.
• 46 years of analytical administrative and/or support experience in finance accounting business legal or other similar professional services.
• Experience with ERP technology preferably Microsoft D365.
• Experience with CRM databases and other multi-linked record SaaS systems such as Salesforce Accelo Zoho.
• Experience with Task Management software such as Accelo Monday.
• Strong technology organizational criticalthinking and negotiation skills.
• Strong verbal and written communication skills to interact effectively with customers and internal stakeholders.
• Must be detailoriented and capable of working independently as well as part of multiple teams.
• Ability to think clearly and rationally understanding the logical connection between ideas.
• Skilled in analyzing and solving problems by deducing consequences from known information.
• Must be selfdriven with a strong work ethic and able to work independently.
• Must take ownership of tasks (large or small) deliver on time and communicate proactively when issues arise.
• Must embrace training and follow departmental processes and guidelines.
• Schedule must be aligned at least 50% with U.S. business hours typically 2:00 PM to 10:30 PM IST.

Preferred Qualifications

• CIRA CPA CFE CTP CFA or similar professional designation.

Physical and Mental Job Qualifications

• Must be able to sit for long periods of time
• Must be comfortable working in a remote and/or hybrid environment
• Must be flexible to travel

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 teams needs.

Our flexible work environment allows employees to work remotely when needed

Generous Annual Leave Policy

Comprehensive Medical Insurance

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.

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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.

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Remote Work :

No

Employment Type :

Full-time