Job Summary:

This position is within BDO’s Forensic Insurance & Recovery practice, which assists clients in the successful financial recovery via commercial  policyholder insurance claims, or other financial damages claims.

The Experienced Senior Associate is responsible for supporting the delivery of client engagements, supporting sales of new engagements, building strong client relationships, and other practice assignments as necessary.  

Job Duties:

Assists in the preparation of client work products including lost profits and damages calculations Participates in the quantification of client matters including property damage and business interruption insurance claims, product recall claims, data breaches/cyber security insurance claims, and matter specific damages Interacts with client contacts at the appropriate levels Participates in engagement fact finding, including the review of financial records and discussions with client contacts Analyzes financial information to establish and support client claims Prepares financial schedules and client work products to demonstrate key findings and conclusions

Supervisory Responsibilities:

N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor’s degree, required, with a focus in Accounting, Economics, or Finance, preferred

Experience:

Four (4) or more years of experience in Finance, Accounting and/or Professional client services role, required Prior experience in preparing or evaluating business interruption insurance claims or commercial financial damages claims, preferred  

License/Certifications:

CPA certification, preferred

Software:

Proficient in the use of Microsoft Office Suite, specifically Excel, required

Other Knowledge, Skills & Abilities:

Excellent verbal and written communication skills Solid organizational skills especially the ability to meet project deadlines with a focus on details Contributes to the development of the engagement strategy, including deciding on calculation methodologies and other factors involved in how to approach the work Ability to build and maintain strong relationships with internal and client personnel  Assists in practice business development efforts, including client pursuits and proposals Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work  Executive presence and ability to act as key resource on assigned engagements

 

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California Range:  $100,000 - $125,000
Colorado Range:  $100,000 - $125,000
NYC/ Long Island/Westchester Range:  $100,000 - $125,000
Washington Range: $100,000 - $125,000
Washington DC Range: $100,000 - $125,000