Job description
BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.
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 Manager is responsible for project management and is the lead client contact for engagements. Managers are also responsible for planning, progress reporting, and executing on client projects. Managers assist on internal practice initiatives as required.
Essential Duties:
Supervisory Responsibilities
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 Manager is responsible for project management and is the lead client contact for engagements. Managers are also responsible for planning, progress reporting, and executing on client projects. Managers assist on internal practice initiatives as required.
Essential Duties:
- Leads the preparation and evaluation of large commercial business interruption insurance claims, and other projects
- Manages day-to-day interaction and communications with client contacts, project staff and engagement leadership
- Oversees multiple client projects and manages them effectively for consistent progress
- Identifies potential matters of contention within the insurance claim adjustment process and proactively identifies solutions
- Participates in business development activities
- Other duties as required
Supervisory Responsibilities
- Supervises the day-to-day workload of Senior Associates and Associates on assigned engagements and reviews work product
- Ensures Senior Associates and Associates are trained on all relevant core competencies
- Evaluates the performance of Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
- Assists in practice management areas including recruiting, training & continuing education, practice quality initiatives, and others as required
Qualifications
Education:
Experience:
License/Certifications:
Software:
- Bachelor’s degree, required, with a focus in Accounting, Economics, or Finance, preferred
Experience:
- Six (6) or more years of experience in Finance, Accounting and/or Professional client services role, preferred
- 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
- 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
- Capacity 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 primary client contact on assigned engagements
- Effectively handles firm and practice administrative matters, including engagement staffing, client billing, monitoring project economics and adherence to Firm quality standards and protocols
Multiple Locations
Akron, Anchorage, Atlanta, Austin, Baltimore, Boca Raton, Boston, Charlotte, Cherry Hill, Chicago, Cincinnati, Cleveland, Columbia, Columbus, Columbus (BSC), Coral Gables, Dallas, Des Plaines, Detroit, Fort Lauderdale, Fort Lauderdale 301, Fort Worth, Gardner, Grand Rapids, Grand Rapids (BSC), Greater Philadelphia, Greater Washington D.C - Potomac, Greater Washington D.C. - McLean, Greenville, Harrisburg, Houston, Indianapolis, Jacksonville, Kalamazoo, Lakeland, Laramie, Las Vegas, Las Vegas - 6100 Elton, Long Island, Madison, Madison 8383, McLean, Memphis, Miami, Miami - Brickell, Milwaukee, Minneapolis, Nashville, Norfolk, Oak Brook, Orlando, Philadelphia, Phoenix, Pittsburgh, Raleigh, Reno, Richmond, Rosemont, Salt Lake City, San Antonio, St. Louis, Stamford, Tampa Bay, Tulsa, Washington, DC, West Palm Beach, Wilmington, Winter Haven, Woodbridge
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