• Lead, mentor, and grow junior team members on client work and business development. • Foster a collaborative, high-performance culture focused on quality, innovation, and client service. • Assist in internal knowledge sharing, training, and professional development initiatives. • Oversee and execute engagements in a wide array of disciplines including complex investigations involving regulatory inquiries, forensic accounting, litigation consulting and expert witness services. • Guide the development of client deliverables including reports, presentations, and data visualizations and testimony. • Serve as a senior point of contact for clients, ensuring exceptional service delivery and strategic insight. • Expand your book of business and contribute to the growth of the Complex Accounting & Litigation practice. • Develop and implement go-to-market strategies in collaboration with internal stakeholders. • Build and maintain relationships with law firms, regulators, financial institutions, and corporate clients. • Represent J.S. Held at industry events, conferences, and client engagements.

• Lead, mentor, and grow junior team members on client work and business development • Foster a collaborative, high-performance culture focused on quality, innovation, and client service • Oversee and execute engagements in a wide array of disciplines including complex investigations involving regulatory inquiries, forensic accounting, litigation consulting and expert witness services • Guide the development of client deliverables including reports, presentations, and data visualizations and testimony • Serve as a senior point of contact for clients, ensuring exceptional service delivery and strategic insight • Expand your book of business and contribute to the growth of the Complex Accounting & Litigation practice • Develop and implement go-to-market strategies in collaboration with internal stakeholders • Build and maintain relationships with law firms, regulators, financial institutions, and corporate clients • Represent J.S. Held at industry events, conferences, and client engagements

• Support month-end, quarter-end, and year-end close processes across regulated entities • Prepare journal entries, account reconciliations, financial analyses, and supporting schedules • Assist with regulatory reporting requirements, including preparation of supporting workpapers and schedules • Support daily capital, liquidity, and customer fund reporting processes and related reconciliations • Prepare and investigate daily trade, position, cash, and balance sheet reconciliations, ensuring timely resolution of reconciling items • Partner with Accounting leadership to document, implement, and continuously improve accounting policies, procedures, and internal controls • Support annual audits, regulatory examinations, and compliance reviews by preparing documentation and responding to requests • Assist with tax reporting requirements and other regulatory reporting obligations • Help design and improve scalable accounting and reporting processes as the business grows • Identify opportunities for automation and process improvements to reduce manual work and increase operational efficiency • Partner cross-functionally with Finance, Compliance, Operations, Product, and Engineering teams to support new products and business initiatives

• Implementing and owning the software capitalization process, including policy development, journal entries, and reconciliations • Building and owning the commissions capitalization process, including journal entries, reporting, and reconciliations • Owning stock-based compensation and equity accounting, including journal entries, reconciliations, and disclosure support • Owning payroll-related journal entries and reconciliations • Assisting with allocation calculations and journal entries, including overhead, customer support, and depreciation • Supporting accounting for unique and complex transactions as they arise • Supporting public company readiness initiatives, including internal control implementation, financial reporting, and close process improvements • Working directly with external auditors on assigned areas • Supporting the broader accounting team and take on ad hoc projects as needed