Staff Forensic Accountant

J.S. Held • Alpharetta, GA

2d

About The Position

The Staff Forensic Accountant will assist with reviewing and measuring losses for businesses across a wide range of industries and sizes. The Forensic Accounting group handles work involving accident benefits, economic losses, business interruption and lost profits, and commercial litigation. Team members are encouraged to think critically, work collaboratively, and continue learning in a supportive environment.

The role includes analyzing financial records, preparing Excel schedules and projection models, organizing supporting documentation, communicating analytical findings, and assisting with client reports. The position may involve client meetings and travel to loss sites and client offices. Most travel is local day travel, though some overnight travel throughout North America may be required. Travel to catastrophic-loss locations is expected when it is safe to do so.

Requirements

• Bachelor’s or graduate degree with a major in accounting, finance, or economics.
• At least 3 years of public accounting experience or experience in a closely related field.
• Strong Microsoft Excel skills, including VLOOKUP, pivot tables, and advanced formulas.
• Must be able to travel as necessary.

Nice To Haves

• Experience in forensic accounting and/or measuring commercial insurance claim losses.
• CPA.

Responsibilities

• Review and evaluate detailed financial statements and data, including revenue and expense statements, forecasts, budgets, and production reports, to develop comprehensive analyses.
• Create Excel schedules using provided financial information to support measurement of losses.
• Review invoices and purchase orders, organize supporting documents, and enter data to track costs incurred.
• Analyze revenue and expenses and create projection models.
• Assist with entering financial data and organizing large volumes of paper and electronic records for review.
• Communicate analysis results to supervisors and clients.
• Assist with preparing written reports and narratives for clients.
• Attend client meetings by phone, online, or in person, and communicate findings to clients and team members.
• Travel to loss locations and client offices for in-person meetings; respond and travel to catastrophic-loss locations when safe to do so.
• Assist with other assignments, including unusual insurance claim-related matters and litigation projects.

Benefits

• Flexible work environment that allows employees to work remotely when needed.
• Generous PTO policy.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• 401(k) match.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level