Job Description
What you'll be doing: - Meet and converse with claims adjusters, attorneys, insureds, and claimants
- Obtain evidence and source documents in a proactive and organized manner
- Make use of open source and public data
- Develop supporting work papers to support conclusions
- Prepare reports with sufficient specificity including the scope of the assignment, approach, assumptions used, findings and conclusions
- Experience as a testifying expert related to financial loss calculations
- Assist with the development of prospective new forensic accounting customers of the Company
- Being an energetic team member who strives to provide the highest quality of service
- Working with other department staff to provide seamless service to clients
- Completing software and training programs as required
- Assist with supervising and training staff
What you'll bring to the role: - Bachelor's degree in accounting
- Licensed CPA
- Certified Fraud Examiner (CFE) preferred but not required
- At least five years of recent computing and handling financial loss calculations for insurance claims
- Excellent problem-solving and client relations skills
- Solid communication and writing skills, including the ability to explain complicated subjects in a simplified manner
- Solid understanding of bank statements and Federal income tax returns
- Able to think critically, analyze data for trends and relationships
- A willingness to work with and learn from your peers and supervisors
- Strong self-starter who is comfortable working both independently and as a member of a team
- Ability to prioritize and work effectively with a high volume of workload and meet deadlines
- Communication skills - clear, concise writing and verbal skills
- Organization skills; attention to detail and accuracy; flexibility; strong analytical skills
- Excel at working autonomously and juggling multiple priorities
- Integrity and the ability to maintain a high level of confidentiality
- Strong customer service orientation and professional appearance
- Must be able to interact and communicate with individuals at all levels in the firm and a variety of personalities in a professional manner
- Competency in Microsoft applications including Word, Excel and Outlook; knowledge of operation of standard office equipment
Why MarksNelson? Our culture values teamwork, ideas, and collaboration.We are a Team that supports one another and values the individual contributions of our employees.We offer competitive compensation, robust employee benefits and an ideal work/life balance.Your career is important to you - and it's important to us too.That's why we focus on providing tools and opportunities that help you reach your career goals.
"MarksNelson" is the brand name under which MarksNelson LLC and MarksNelson Advisory, LLC provide professional services.MarksNelson LLC is a licensed independent CPA firm that provides attest services to its clients, and MarksNelson Advisory, LLC and its subsidiary entities provide tax, advisory, and business consulting services to their clients.For more information, visit MarksNelson
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