Description

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, and clients, supporting a collaborative and high-performing team environment

Requirements

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

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