Forensic Senior Manager - Meaden & Moore LLP
San Francisco, CA 94111
About the Job
Firm:
Meaden & Moore is a leading CPA and business consulting firm that is a eight-time winner of The Plain Dealer’s Top Workplaces, a six-time winner of Ohio Magazine’s Best Places to Work and awarded Inside Public Accounting's Top 50 Best of Best Firms. All of these prestigious awards speak to how our firm is ran and managed which allows us to build successful careers and long-term opportunities for our team members to contribute and potentially become future owners of a successful practice.
We are committed to providing outstanding professional services for our clients, rewarding careers for our staff, and diligent service to our communities. Since 1919, we have focused our expertise and resources on providing superior accounting, tax, forensic, and consulting services to a wide array of clients in a variety of industries. Through careful examination of the issues affecting business success, our CPAs, CFEs, CFFs, advisors, and auditors develop strategies and solutions to help our clients thrive in today’s global economy.
Position Summary:
This position is responsible for the varied duties of many assignments running concurrently, ranging from building and maintaining client relationships to supervising, planning, and completing assignments, to the billing and collection process. The Senior Manager also assumes responsibility for the development, coaching, and supervision of staff, as well as firm growth and management through idea generation and business development. This position provides leadership, direction, and coordination of resources and personnel to ensure client satisfaction in the planning and execution of assignments.
Essential Duties and Responsibilities:
Maintain a thorough understanding of property damage claims, complex business interruption claims, extra expense claims, and other insurance and litigation support analysis.
Continue to maintain a comprehensive understanding of insurance policies and issues with the ability to explain clearly to others.
Collaborate with peers about current firm and industry issues.
Supervise the analysis and schedule preparation of Managers, Senior Accountants, Staff Accountants, and Interns for supervisor review.
Serve as expert witness for litigation matters.
Monitor WIP to determine appropriate timing of interim and/or final bills and issue bills accordingly.
Monitor A/R and follow up as needed on collections.
Assist with the recruiting efforts of professionals for the firm.
Become a key contact for all technical and non-technical issues.
Delegate responsibility to Managers, Senior Accountants, Staff Accountants, and Interns for the timely completion of assignments while maintaining greater responsibility for the ongoing satisfaction and service of the client.
Assign teams to handle various claim tasks.
Review schedules, reports, and correspondence to ascertain that they meet firm quality standards.
Appropriately communicate with members of the investigative team to ensure that needed information is shared, and deadlines and modified deadlines are communicated.
Work on simultaneous claims and successfully manage larger loss assignments.
Consistently provide quality work product.
Consistently meet established deadlines ensuring that work is complete and adequate time has been provided for review processes.
Provide timely, consistent coaching and feedback to staff; assist staff in their career development and advancement.
Follow Meaden & Moore’s administrative practices including entering time, reporting expenses, preparing performance reviews, and completing other requested administrative requirements on a timely basis.
Communicate with appropriate Vice President regarding status of assignment, including guidance on resolution of problems. Ensure that problems are communicated and resolved in a timely manner.
Proactively participate in billing, collections and other administrative, practice management, or practice development matters.
Respect and maintain the confidential and proprietary nature of the documentation and information obtained.
Project a professional image as a representative of the firm and a role model for staff.
Utilize skill and judgment in resolving issues to the satisfaction of the clients and the firm.
Comply with the continuing professional education requirements of governing bodies.
Seek opportunities to expand professional network, identifying new prospects and potential clients by generating business and actively participating in a leadership capacity.
Actively participate in professional industry organizations.
Skills, Knowledge and Expertise:
Bachelor Degree in Accounting (or related field).
CPA license is preferred, but not required.
Minimum 7 years related experience.
A thorough understanding of complex business interruption claims, extra expense claims, property damage claims and employee dishonesty claims.
Comprehensive understanding of insurance policy terms and concepts.
Interest and ability to serve the needs of all clients (internal and external).
Exceptional verbal and written communication skills.
Strong organizational and analytical abilities as well as excellent attention to detail
Ability to effectively lead and manage Managers, Senior Accountants, Staff Accountants, and Interns.
Proficient knowledge of Microsoft Office programs (Excel, Word, Outlook and PowerPoint).
Demonstrated aptitude in the following:
Building relationships and leadership ability
Business development
Project management
Quantitative and qualitative research and analysis
Our Commitment to Diversity and Inclusion and Benefits/Compensation
Our Commitment to Diversity and Inclusion:
Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.
We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.
Benefits/Compensation:
Determining actual compensation relies on many factors including individual candidate experience, qualifications, and comparable benchmarks. Base compensation for this role typically ranges between $140,000 and $220,000. Additionally, we offer discretionary year-end bonuses to supplement your compensation package.
We also offer a comprehensive benefits program that includes your choice of medical programs, dental and vision options, generous PTO and holidays, 401k, profit sharing, life insurance, Employee Assistance Program, pet insurance, various perks and discounts, and several bonus opportunities.
Meaden & Moore is a leading CPA and business consulting firm that is a eight-time winner of The Plain Dealer’s Top Workplaces, a six-time winner of Ohio Magazine’s Best Places to Work and awarded Inside Public Accounting's Top 50 Best of Best Firms. All of these prestigious awards speak to how our firm is ran and managed which allows us to build successful careers and long-term opportunities for our team members to contribute and potentially become future owners of a successful practice.
We are committed to providing outstanding professional services for our clients, rewarding careers for our staff, and diligent service to our communities. Since 1919, we have focused our expertise and resources on providing superior accounting, tax, forensic, and consulting services to a wide array of clients in a variety of industries. Through careful examination of the issues affecting business success, our CPAs, CFEs, CFFs, advisors, and auditors develop strategies and solutions to help our clients thrive in today’s global economy.
Position Summary:
This position is responsible for the varied duties of many assignments running concurrently, ranging from building and maintaining client relationships to supervising, planning, and completing assignments, to the billing and collection process. The Senior Manager also assumes responsibility for the development, coaching, and supervision of staff, as well as firm growth and management through idea generation and business development. This position provides leadership, direction, and coordination of resources and personnel to ensure client satisfaction in the planning and execution of assignments.
Essential Duties and Responsibilities:
Maintain a thorough understanding of property damage claims, complex business interruption claims, extra expense claims, and other insurance and litigation support analysis.
Continue to maintain a comprehensive understanding of insurance policies and issues with the ability to explain clearly to others.
Collaborate with peers about current firm and industry issues.
Supervise the analysis and schedule preparation of Managers, Senior Accountants, Staff Accountants, and Interns for supervisor review.
Serve as expert witness for litigation matters.
Monitor WIP to determine appropriate timing of interim and/or final bills and issue bills accordingly.
Monitor A/R and follow up as needed on collections.
Assist with the recruiting efforts of professionals for the firm.
Become a key contact for all technical and non-technical issues.
Delegate responsibility to Managers, Senior Accountants, Staff Accountants, and Interns for the timely completion of assignments while maintaining greater responsibility for the ongoing satisfaction and service of the client.
Assign teams to handle various claim tasks.
Review schedules, reports, and correspondence to ascertain that they meet firm quality standards.
Appropriately communicate with members of the investigative team to ensure that needed information is shared, and deadlines and modified deadlines are communicated.
Work on simultaneous claims and successfully manage larger loss assignments.
Consistently provide quality work product.
Consistently meet established deadlines ensuring that work is complete and adequate time has been provided for review processes.
Provide timely, consistent coaching and feedback to staff; assist staff in their career development and advancement.
Follow Meaden & Moore’s administrative practices including entering time, reporting expenses, preparing performance reviews, and completing other requested administrative requirements on a timely basis.
Communicate with appropriate Vice President regarding status of assignment, including guidance on resolution of problems. Ensure that problems are communicated and resolved in a timely manner.
Proactively participate in billing, collections and other administrative, practice management, or practice development matters.
Respect and maintain the confidential and proprietary nature of the documentation and information obtained.
Project a professional image as a representative of the firm and a role model for staff.
Utilize skill and judgment in resolving issues to the satisfaction of the clients and the firm.
Comply with the continuing professional education requirements of governing bodies.
Seek opportunities to expand professional network, identifying new prospects and potential clients by generating business and actively participating in a leadership capacity.
Actively participate in professional industry organizations.
Skills, Knowledge and Expertise:
Bachelor Degree in Accounting (or related field).
CPA license is preferred, but not required.
Minimum 7 years related experience.
A thorough understanding of complex business interruption claims, extra expense claims, property damage claims and employee dishonesty claims.
Comprehensive understanding of insurance policy terms and concepts.
Interest and ability to serve the needs of all clients (internal and external).
Exceptional verbal and written communication skills.
Strong organizational and analytical abilities as well as excellent attention to detail
Ability to effectively lead and manage Managers, Senior Accountants, Staff Accountants, and Interns.
Proficient knowledge of Microsoft Office programs (Excel, Word, Outlook and PowerPoint).
Demonstrated aptitude in the following:
Building relationships and leadership ability
Business development
Project management
Quantitative and qualitative research and analysis
Our Commitment to Diversity and Inclusion and Benefits/Compensation
Our Commitment to Diversity and Inclusion:
Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.
We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.
Benefits/Compensation:
Determining actual compensation relies on many factors including individual candidate experience, qualifications, and comparable benchmarks. Base compensation for this role typically ranges between $140,000 and $220,000. Additionally, we offer discretionary year-end bonuses to supplement your compensation package.
We also offer a comprehensive benefits program that includes your choice of medical programs, dental and vision options, generous PTO and holidays, 401k, profit sharing, life insurance, Employee Assistance Program, pet insurance, various perks and discounts, and several bonus opportunities.
Source : Meaden & Moore LLP