Job Description

Job Summary:

The Claims Recovery practice is part of Advisory's Forensics - Risk, Insurance segment specializing in assisting insurance policyholders with the preparation, presentation and settlement of major insurance claims resulting from some covered cause of loss.

BDO is seeking a highly motivated and detail-oriented Experienced Senior to join the Claims Recovery practice. As an integral part of our team, the Experienced Senior plays a critical role in preparing and evaluating complex commercial insurance claims, including those related to property damage, business interruption, cyber events, and more. Responsibilities for this role include analyzing financial data, building Excel-based models to quantify losses, and maintaining organized claim files. This position participates in client meetings and site visits to understand operations and loss impacts and prepares draft financial schedules and narratives for engagement leaders. Managing multiple client engagements, the Experienced Senior ensures deadlines and quality standards are met while collaborating with engagement managers and practice leadership. Additionally, this role oversees Associates and Interns, contributes to team training, and supports litigation and forensic accounting assignments.

This role requires strong analytical, decision-making, and critical thinking skills, along with exceptional communication and organizational abilities. The Experienced Senior must be adept at multi-tasking, whether working independently or within a team, and capable of building strong relationships with both internal and client personnel. A collaborative mindset is essential, as is the ability to handle administrative matters and adhere to firm quality standards. This position's contributions also support the growth of the practice through client pursuits, proposals, and relationship building.

Job Duties:

• Assists in the preparation and evaluation of complex commercial insurance claims, including property damage, business interruption/time element, cyber events, product recall, and fidelity/employee theft claims
• Reviews and analyzes financial data, including financial statements, budgets, forecasts, production reports, and cost records to support claim valuations
• Reviews and analyzes claim documentation (e.g., invoices, purchase orders, payroll records, inventory reports, contracts, change orders, estimates, and vendor documentation)
• Builds and maintains Excel-based models to project revenue, measure physical and economic losses, extra expenses, and quantify other covered losses
• Compiles and maintains organized, accurate, and secure documentation throughout the engagement, including shared sites for clients and insurers
• Participates in client meetings (in-person, virtual, or phone), insurer briefings, and site visits to understand operations and loss impacts
• Prepares and presents draft financial schedules and narratives summarizing key findings to engagement leaders
• Manages multiple client engagements simultaneously, ensuring deadlines and quality standards are met
• Collaborates with engagement managers and practice leadership to deliver quality work product
• Contributes to litigation support and other forensic accounting assignments as needed
• Effectively handles firm and practice administrative matters and adherence to Firm quality standards and protocols
• Supports the growth of the practice through contributions to client pursuits, proposal development, marketing efforts, and relationship building

Supervisory Responsibilities:

• Reviews and approves junior team members' work to ensure accuracy, quality, and compliance with firm standards
• Supervises, trains, and mentors Associates and Interns, providing guidance, feedback, and support for their professional development
• Oversees team workflow and project coordination. delegating tasks and ensuring deadlines and engagement objectives are met
• Facilitates effective communication between junior staff, engagement managers, nd clients, supporting a collaborative and high-performing team environment

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree, required; degree in Accounting, Finance, or Economics, preferred

Experience:

• Four (4) or more years of experience in preparing and/or evaluating insurance claims with a focus on business interruption/time element losses, required

License/Certifications:

• Accounting/finance designation (e.g., CPA, CFF, CFA), preferred

Software:

• High proficiency in Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required

Language:

• N/A

Other Knowledge, Skills, and Abilities:

• Strong analytical, decision-making, and problem-solving abilities
• Exceptional communication (verbal and written) and people skills
• Solid organizational skills, especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Ability to build and maintain strong relationships with internal and client personnel
• Comfortable working in a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work

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.

National Range: $85,000 - $115,000
Maryland Range: $85,000 - $115,000
NYC/Long Island/Westchester Range: $85,000 - $115,000

About Us

Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional "benefits." Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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