J.S. Held LLC

Role Description As a Manager in Intellectual Property Dispute Resolution for Ocean Tomo, a part of J.S. Held, you will focus on the daily management of litigation engagements. Some of the responsibilities include: - Creating complex financial models on client businesses and products - Writing reports, presentations and other materials - Daily management of engagements including meetings with clients and counsel - Critiquing opposing parties' claims - Directing analyst efforts in preparing models, reports and research and other activities on the engagement - Synthesizing financial, marketing and other documents - Managing small to medium sized projects independently - Training of analysts on technical concepts - Assisting with practice development efforts of the Directors and Managing Directors - Playing a supporting role in identifying and exploring new business opportunities Qualifications - Bachelors or Masters concentrating in finance, accounting, business or economics from a highly regarded program - 4 plus years of litigation consulting or intellectual property valuation experience - CPA/CFA preferred - High degree of professionalism, integrity and flexibility - Excellent oral and written communication skills - Great attitude and client presence - Experience managing team members - Solid analytical skills, and the ability to work well in a team environment are essential - Proficiency with MS Word and Excel - Superior attention to detail Requirements - Prolonged periods sitting at a desk and working on a computer - Ability to travel as needed Benefits - 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 $100k - $120k

Role Description The ideal candidate will bring established client relationships and a proven track record of generating revenue. This role is designed for professionals who can leverage their network to drive immediate impact and accelerate the growth of our practice. In addition to business development, you’ll enjoy high visibility across the organization, opportunities to shape strategy, mentor emerging talent, and contribute to thought leadership initiatives. Job Responsibilities: - Perform technical investigations, analysis, reports and testimony for purposes of litigation matters involving life care plans, including independent medical evaluations. - Perform consulting services for Plaintiff and Defense firms, particularly in the context of personal injury litigation. - Exhibit writing skills through the production of professional, clear, concise, grammatically correct, easily readable, and informative reports. - Capable of taking large and/or medically complex files. - Exhibit exceptional organizational and time management skills, prioritizing assignments to meet deadlines, and ensuring completion of assignments. - Expanded knowledge of medical practices across multiple disciplines. - Exhibit ability to obtain research data to support critical thinking, analyzes case information effectively. - Performs position duties consistently and meets all assignment deadlines. - Works independently and manages time/assignments well. Qualifications - Bachelor’s degree. - 10+ Years of LCP experience. - Entrepreneurial mindset with a passion for building teams, developing services, and growing a business. - Functional in Microsoft Office, Adobe Acrobat, file sharing/email programs, Zoom/Teams. - Works independently with minimal supervision. - Excellent written communication and research skills. - Exhibits critical thinking, meticulous organizational/time management skills. - Highly motivated, self-reliant and can function independently yet collaborative when necessary. Requirements - Practicing RN, MD, or DO (Preferred). - Certified Life Care Planner (CLCP) (Preferred). - Board Certified in Physical Medicine & Rehabilitation (Preferred). - Ability to travel as needed. Benefits - 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 $100,000- $175,000.

Role Description We are seeking a Project Coordination Analyst to join our Corporate Team . This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set to join the Corporate Team, whose responsibilities extend beyond those of traditional project coordination. The ideal person for this role will need to not only have a strong grasp of project coordination, analysis, and cross-functional support, but also be flexible and a strategic thinker able to take on a variety of tasks. Responsibilities - Project Setup & Validation: Receive and set up new projects/assignments across multiple systems, ensuring all provided information is accurate and complete. - Project Maintenance: Manage and update project details, including following up with relevant stakeholders to obtain missing or revised information. - Status & Billing Oversight: Maintain accurate project statuses and ensure invoicing and payor details are kept up to date. - Access Management: Provide employees with appropriate access to projects/assignments across various platforms. - Communication Support: Answer incoming calls via the call queue and respond to project setup requests received through group email. - Special Projects: Provide support for ad hoc and strategic initiatives as needed. Qualifications - High school diploma or equivalent, and at least 3 to 5 years of administrative or insurance-related experience. - Proven background in administrative support, including accurate data entry and data management. - Proficiency in Microsoft Office applications (Excel, Word, Outlook, etc.) with the ability and willingness to learn new technologies. - Demonstrated job stability and reliability. - Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. - Strong organizational and time-management skills with the ability to consistently meet deadlines. - Excellent written and verbal communication skills with a professional, approachable style. - High level of accuracy, attention to detail, and thoroughness in all tasks. - Collaborative team player who contributes positively to team dynamics. - Must reside in the United States and in the Eastern time zone. - Ability to work flexibly, including occasional evenings, weekends, or holidays during high-volume periods or CAT (catastrophe) events. Requirements - Bachelor's degree preferred. - Experience in insurance claims, including intake and claims management. - Prior experience in the insurance sector and familiarity with dispute resolution processes is highly desirable. Benefits - Flexible work environment allows employees to work remotely, when needed. - Medical, Dental, and Vision Insurance.

Role Description We are seeking a Senior Treasury Analyst to join our Corporate Finance team. This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set to join the Corporate Finance team, whose responsibilities extend beyond those of traditional Senior Treasury Analyst. The ideal person for this role will need to not only have a strong grasp of cash management and liquidity planning, treasury operations, and cash flow analysis, but also bring a mindset focused on driving process improvements and partnering effectively across finance functions, while remaining flexible and a strategic thinker able to take on a variety of tasks. This role offers the opportunity to be part of a growing and evolving treasury function, with direct exposure to initiatives such as: - Implementing a new treasury system - Improving cash forecasting capabilities - Driving process efficiencies alongside cross-functional partners Job Responsibilities: - Analyze daily bank information and monitor daily cash balances to ensure liquidity and meet financial obligations. - Manage fee funds and ensure proper up-to-date records of the Company’s bank accounts. - Payment processing – Initiates, validates, and executes payments (ACH, Wires, Checks). - Review and reconcile payments, identify discrepancies, and coordinate bank and internal teams to resolve issues. - Bank Account management – Support account opening, maintenance, and updates, including KYC, and ensuring accurate records. - Assist with forecasting, analyzing, and reporting cash flow projections to senior management. - Collect and analyze data from internal and external sources to identify inefficiencies and implement process improvements. - Serve as a key contact for internal partners when cash-related issues arise, providing timely resolutions. - Work closely with departments such as Accounts Payable, Accounts Receivable, Controllership, Business Development, and Practices to ensure smooth cash operations. - Participate in corporate finance activities, such as mergers and acquisitions, due diligence reporting, and related integration tasks. - Guide and mentor junior staff, sharing expertise in cash management. Qualifications - Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field - 5–7+ years in treasury, finance, or related roles - Strong understanding of cash management, banking operations, and payment processing (ACH, wires, etc.) - Experience with cash forecasting, financial analysis, and reporting - Proficiency in Excel and comfort working with financial systems or treasury management tools - Strong attention to detail with the ability to reconcile data, identify discrepancies, and problem-solve effectively - Ability to collaborate across finance functions (AP, AR, Controllership, etc.) and communicate clearly with internal stakeholders - Strong organizational skills with the ability to manage multiple priorities in a deadline-driven environment - Experience supporting process improvements or driving efficiencies within financial operations - Must be based in the United States and reside within the Eastern time zone Requirements - Demonstrated ability to mentor or support junior team members - Prior exposure to corporate finance activities such as M&A or due diligence Benefits - 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 – $105,000

Role Description The ideal candidate will bring established client relationships and a proven track record of generating revenue. This role is designed for professionals who can leverage their network to drive immediate impact and accelerate the growth of our practice. In addition to business development, you’ll enjoy high visibility across the organization, opportunities to shape strategy, mentor emerging talent, and contribute to thought leadership initiatives. Job Responsibilities: - Perform technical investigations, analysis, reports and testimony for purposes of litigation matters involving nursing standards of care in all levels of clinical and wound care. - Specializing in nursing quality of care, training and education, and wound care in acute, outpatient, home health and extended care facilities. - Perform merit reviews and consulting services for Plaintiff and Defense firms, as well as Insurance Claim Adjusters. - Exhibit writing skills through the production of professional, clear, concise, grammatically correct, easily readable, and informative reports. - Capable of taking large and/or medically complex files. - Exhibit exceptional organizational and time management skills, prioritizing assignments to meet deadlines, and ensuring completion of assignments. - Expanded knowledge of medical practices across multiple disciplines. - Exhibit ability to obtain research data to support critical thinking, analyzes case information effectively. - Performs position duties consistently and meets all assignment deadlines. - Works independently and manages time/assignments well. - Ability to develop both short and long term business development strategies across converging markets. Qualifications - Bachelor Nursing degree or associate nursing degree with a bachelor’s degree. - Active, non-restrictive RN license. - 10+ Years of wound care experience. - Entrepreneurial mindset with a passion for building teams, developing services, and growing a business. - Functional in Microsoft Office, Adobe Acrobat, file sharing/email programs, Zoom/Teams. - Works independently with minimal supervision. - Excellent written communication and research skills. - Exhibits critical thinking, meticulous organizational/time management skills. - Highly motivated, self-reliant and can function independently yet collaborative when necessary. Requirements - CWCN Preferred. - Ability to travel as needed. Benefits - 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 100k-155k.

Role Description We are seeking a Senior Proposal Coordinator (Temporary) to join our Marketing team . This is a unique opportunity for an entrepreneurial, highly driven individual with a well-rounded skill set to join a dynamic, collaborative group whose responsibilities extend beyond a traditional proposal role. The ideal candidate will not only have a strong grasp of high-level proposal development (RFQs, RFIs, SOQs, LOIs, etc.) but will also be a flexible, strategic thinker capable of partnering across the organization and contributing to a variety of initiatives. This is a temporary Senior Proposal Coordinator role designed to stabilize active proposal work during a defined coverage period, starting as temporary part-time and shifting to a 30-hour/week schedule; the role is hands-on and requires immediate ownership of live proposals with minimal ramp-up. This role requires a highly motivated, proactive individual who is enthusiastic, agile, and able to manage multiple priorities effectively. The ideal candidate is a self-starter and problem solver who can navigate challenges, communicate effectively with stakeholders, and keep projects moving forward. Strong executive presence is essential, with the ability to lead meetings across all levels of the organization and provide thoughtful, diplomatic input when needed. Exceptional verbal and written communication skills, along with strong attention to detail and organizational skills, are critical to success. The selected candidate will take ownership of proposal efforts from concept to completion, leading cross-functional collaboration and ensuring high-quality deliverables. This role offers the opportunity to support a global, multi-disciplinary firm, working on high-impact projects with meaningful internal and external outcomes. You will also play a key role in influencing proposal operations, processes, and efficiencies within a fast-paced yet flexible environment that values strong team culture and collaboration across the globe. Qualifications - 3+ years of experience planning, preparing, and developing proposals - Bachelor’s degree in Journalism, Marketing, English or Mass Communications - Strong project management skills - Strong interpersonal skills - Time management skills—ability to manage, organize, and prioritize competing deadlines - Exceptional writing, editing, and document layout skills - Proficient in Adobe Creative Suite - Intermediate to expert skills in Microsoft Office Suite - Availability to support a temporary coverage period, starting with a part-time schedule of approximately 20 hours per week and increasing to 30 hours per week, with the ability to contribute immediately in a hands-on, execution-focused capacity. Requirements - Ability to manage flexible or irregular (global) work hours on occasion - Microsoft Dynamics CRM experience - APMP certification Benefits - This is a temporary position supporting a defined coverage period. - The role begins as part-time and transitions to a 30-hour/week schedule. - Please note that temporary roles are not eligible for company-sponsored benefits. - A reasonable estimate of the salary range for this role is $70,000-$90,000. - Any offered salary range is based on a wide array of factors, including, but not limited to, skill set, experience, training, location, scope of role, management responsibility, etc.

Role Description J.S. Held is seeking a senior seller-doer, either as an individual or a small established team, to join and help scale our Environmental, Health & Safety practice across the UK and the wider EMEA region. This is a rare opportunity to play a leading role in expanding a global professional services firm within one of Europe’s most mature and influential EH&S consulting markets. You will have the autonomy to shape UK strategy, the support of a global advisory platform, and the mandate to build and grow a high-impact EH&S practice. The successful candidate will combine strong commercial origination with hands-on technical leadership across EH&S disciplines, alongside trusted adviser credentials. You will be responsible for driving revenue growth, leading complex engagements, and expanding J.S. Held’s footprint in the UK. Job Responsibilities - Commercial Leadership & Business Development - Originate, develop and secure large, complex Health, Safety & Environment consulting engagements with multinational and upper mid-market clients across the UK and EMEA. - Build and maintain long-term relationships with C-suite and senior operational leaders. - Drive revenue growth, delivering ambitious individual and practice-level targets. - Collaborate closely with J.S. Held’s global practices to support cross-border and cross-disciplinary opportunities. - Represent J.S. Held externally at industry forums, conferences and client events across UK and European markets. - Client Delivery & Technical Leadership - Act as engagement lead and senior adviser on complex, high-risk and high-profile Health, Safety & Environment engagements across the UK. - Provide end-to-end HSE leadership and strategic guidance across the full HSE lifecycle, including: - Health & Safety - Development of H&S strategy and implementation of Occupational Health and Safety Management Systems, including policies, processes and tools. - H&S assurance and compliance activities, including audit experience and familiarity with UK H&S legislation and regulatory requirements, as well as statutory reporting obligations. - Site-based experience gained through industry or consulting, with familiarity in operational H&S risk assessments, site routines and practices at high-risk environments across industrial, construction, manufacturing, energy and utilities sectors. - Experience delivering safety culture and leadership programmes, with an understanding of human performance principles. - Experience in incident investigation, root cause analysis, and the development of corrective and preventative actions. - Environmental - Development and implementation of environmental strategy, including the design and deployment of Environmental Management Systems, along with supporting policies, processes, governance frameworks and tools. - Environmental assurance and compliance activities, including experience with permitting, regulatory compliance, liaison with UK regulators, and statutory environmental reporting requirements. - Operational environmental risk management, including waste management, pollution prevention, and control of environmental risks across industrial, manufacturing, energy, utilities and infrastructure sites. - Experience supporting environmental due diligence, liability assessments, and advisory work in relation to transactions, investments, divestments and disputes. - Delivery of ESG-related environmental risk, governance and performance improvement initiatives, including baseline assessments, gap analysis and programme development. Qualifications - Extensive experience in EH&S consulting within a professional services or advisory environment. - Demonstrated track record as a seller-doer, with consistent origination, development and successful conversion of new business opportunities. - Experience operating at Partner, Director or Principal level, with accountability for both revenue growth and client delivery. - Strong commercial acumen, with the ability to balance business growth, technical quality and delivery excellence. - Proven experience advising multinational clients and leading cross-border engagements. - Established credibility as an industry leader or subject matter expert, demonstrated through client relationships, professional affiliations, publications and speaking engagements. - Fluent in English, with the ability to operate confidently at executive, client and regulatory levels. Requirements - Compensation: J.S. Held offers a highly competitive base salary for this role. The level offered will vary depending on a range of factors, including (but not limited to) experience, skills, qualifications, location, and the scope of the role. - In addition to base salary, J.S. Held offers a highly rewarding annual bonus scheme. Equity participation is also available, subject to eligibility. Further details regarding these incentive plans will be discussed during the interview process. - Location: This role can be fully remote from anywhere within the UK. Frequent travel will be required. Benefits - We welcome applications from individuals with disabilities. If you require a reasonable adjustment in relation to any part of the recruitment process, please email [email protected], including “Applicant Adjustment” in the subject line, together with details of your request and contact information.

Role Description J.S. Held is seeking a senior seller-doer, either as an individual or a small established team, to join and help scale our Environmental, Health & Safety practice across the UK and the wider EMEA region. This is a rare opportunity to take a leading role in expanding a global professional services firm within one of Europe’s most mature and influential EH&S consulting markets. You will have the autonomy to shape UK strategy, the support of a global advisory platform, and the mandate to build and grow a high-impact EH&S practice. The successful candidate will combine strong commercial origination, hands-on technical leadership across EH&S disciplines, and trusted-advisor credentials, with responsibility for driving revenue growth, leading complex engagements, and expanding J.S. Held’s footprint in the UK. Job Responsibilities - Commercial Leadership & Business Development - Originate, develop, and close large, complex EH&S consulting engagements with multinational and upper mid-market clients in the UK and EMEA. - Build and maintain long-term relationships with C-suite and senior operational leaders. - Drive revenue growth, delivering ambitious personal and practice-level targets. - Collaborate closely with J.S. Held’s global practices to support cross-border and cross-disciplinary opportunities. - Represent J.S. Held externally at industry forums, conferences, and client events within the UK and European markets. - Client Delivery & Technical Leadership - Act as engagement lead and senior advisor on complex, high-risk, and high-profile EH&S engagements across the UK. - Provide end-to-end EH&S leadership and strategic guidance across the full EH&S lifecycle, including: - Health & Safety - H&S strategy development and implementation of Occupational Health and Safety Management systems (e.g. ISO 45001), policy, process and tools. - H&S assurance and compliance activities including experience in audit and familiarity with UK H&S legislation, regulatory compliance (e.g. Health and Safety at Work etc. Act, CDM Regulations, COSHH, DSEAR) and statutory reporting requirements. - Site experience via a prior industry role or consulting engagements and familiarity with operational H&S risk assessments, site routines and rituals at high-risk sites across industrial, construction, manufacturing, energy and utility sites. - Experience working on safety culture and safety leadership projects and familiarity with the human performance literature. - Experience working in incident investigations, root cause analysis, and corrective and preventive action planning. - Environmental - Environmental strategy development and implementation, including the design and deployment of Environmental Management Systems (e.g. ISO 14001), supporting policies, processes, governance arrangements and tools. - Environmental assurance and compliance activities, including experience with environmental permitting, regulatory compliance and liaison with UK regulatory bodies and statutory environmental reporting requirements. - Operational environmental risk management experience, including waste management, pollution prevention, and control of environmental risks at industrial, manufacturing, energy, utilities and infrastructure sites. - Experience supporting environmental due diligence, liability assessments, and advisory work linked to transactions, investments, divestments and disputes. - Experience delivering ESG-related environmental risk, governance and performance improvement initiatives, including baseline assessments, gap analysis and program development. Qualifications - Extensive experience in EH&S consulting within a professional service or an advisory environment. - Demonstrated seller-doer track record, including consistent origination, development, and closure of new business. - Experience operating at Partner, Director, or Principal level, with accountability for both revenue growth and client delivery. - Strong commercial acumen with the ability to balance business growth, technical quality, and delivery excellence. - Proven experience advising multinational clients and leading cross-border engagements. - Recognised credibility as an industry leader or subject-matter expert, demonstrated through client relationships, professional affiliations (e.g. IOSH, IEMA), publications and speaking engagements. - Fluent in English, with the ability to operate confidently at executive, client, and regulatory level. Requirements - Compensation: J.S. Held offers a highly competitive base salary for this role. The base salary offered will vary depending on a wide range of factors including, but not limited to, experience, skills, training, location, and the scope of the role. - In addition to base salary, J.S. Held offers a highly rewarding annual bonus programme as well as equity participation, subject to eligibility. Details regarding these incentive plans will be discussed during the interview process. - Location: While our UK headquarter is based near Bank Station in London and the wider team operates under a hybrid working model (typically attending the office twice per week), this role is fully remote and can be based anywhere in the UK. Frequent travel is expected. Benefits - We welcome applications from individuals with disabilities. If you are an individual with a disability and would like to request a reasonable adjustment in relation to any of the above, please email [email protected] and include “Applicant Adjustment” within the subject line with your request and contact information.

Role Description We are seeking a Billing Coordinator to join our Corporate Finance team. This is a great opportunity for a highly organized and detail‑oriented professional who thrives in a high‑volume, deadline‑driven environment and enjoys working cross‑functionally. As a Billing Coordinator, you will be responsible for: - Preparing, reviewing, and processing client invoices - Coordinating with Project Managers and internal stakeholders to resolve billing questions, discrepancies, and approvals - Submitting invoices through client portals and billing systems, ensuring compliance with formatting and submission requirements - Reviewing invoice rejections and corrections, researching root causes, and resubmitting as needed - Monitoring billing schedules, retainers, and billing milestones to ensure timely invoicing - Maintaining accurate billing records, documentation, and audit support - Responding to internal and external inquiries related to invoice status and billing issues - Supporting month‑end and quarter‑end billing close activities - Performing additional billing‑related or administrative duties as assigned Qualifications - Billing experience working for a high-volume professional services firm - ERP/proprietary software experience is essential - High volume invoicing - Proficiency in Microsoft Excel and Word including v-lookups and pivot tables required - Pleasant telephone disposition and effective communication skills with the ability to build and maintain good relationships with customers - Back up responsibilities performing general administrative work - Well organized and detail oriented; multi-tasking essential - Proactive and able to make recommendations to improve invoicing and accounts receivable processes - Associate degree or higher preferred (preferred qualification) Requirements - Prolonged periods sitting at a desk and working on a computer Benefits - Flexible work environment allowing employees to work remotely, when needed - Flexible Time Off policy - Medical, Dental, and Vision Insurance - 401k Match - Commuter Benefit - A reasonable estimate of the hourly rate for this role is $30.00 - $37.00

Role Description We are seeking a Project Coordination Analyst to join our Corporate Team . This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set to join the Corporate Team, whose responsibilities extend beyond those of traditional project coordination. The ideal person for this role will need to not only have a strong grasp of project coordination, analysis, and cross-functional support, but also be flexible and a strategic thinker able to take on a variety of tasks. - Project Setup & Validation: Receive and set up new projects/assignments across multiple systems, ensuring all provided information is accurate and complete. - Project Maintenance: Manage and update project details, including following up with relevant stakeholders to obtain missing or revised information. - Status & Billing Oversight: Maintain accurate project statuses and ensure invoicing and payor details are kept up to date. - Access Management: Provide employees with appropriate access to projects/assignments across various platforms. - Communication Support: Answer incoming calls via the call queue and respond to project setup requests received through group email. - Special Projects: Provide support for ad hoc and strategic initiatives as needed. Qualifications - High school diploma or equivalent, and at least 5 years of administrative or insurance-related experience. - Proven background in administrative support, including accurate data entry and data management. - Proficiency in Microsoft Office applications (Excel, Word, Outlook, etc.) with the ability and willingness to learn new technologies. - Demonstrated job stability and reliability. - Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. - Strong organizational and time-management skills with the ability to consistently meet deadlines. - Excellent written and verbal communication skills with a professional, approachable style. - High level of accuracy, attention to detail, and thoroughness in all tasks. - Collaborative team player who contributes positively to team dynamics. - Must reside in the United States and in the Eastern time zone. - Ability to work flexibly, including occasional evenings, weekends, or holidays during high-volume periods or CAT (catastrophe) events. Requirements - Bachelor's degree preferred. - Experience in insurance claims, including intake and claims management. - Prior experience in the insurance sector and familiarity with dispute resolution processes is highly desirable. Benefits - Flexible work environment allows employees to work remotely, when needed. - Medical, Dental, and Vision Insurance.