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