Forensic Senior Manager

Job Description

Job Description

About Meaden & Moore:

Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving middle-market businesses, insurance carriers, law firms, and other organizations across the United States. The firm provides a broad range of services including forensic accounting, litigation support, risk advisory, tax, assurance, and business consulting solutions.

Having recently partnered with Unity Partners, Meaden & Moore is entering an exciting new phase of growth. The company is executing a strategy focused on organic expansion, operational excellence, and strategic acquisitions, creating significant opportunities for team members to help shape the future of a rapidly growing firm. As the business continues to grow, Meaden & Moore is investing in talent, technology, and infrastructure to support its next chapter.

About Unity Partners:

Unity Partners is a private equity firm based in Dallas, Texas that invests in founder- and family-owned business services companies across North America. The firm partners with management teams to accelerate growth through operational improvements, technology enablement, talent development, and strategic M&A.

Unlike traditional financial investors, Unity takes a collaborative approach to value creation, working closely alongside management teams to build market-leading platforms. The firm focuses on long-term partnership, operational excellence, and creating sustainable growth for employees, customers, and shareholders.

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.

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.

Qualifications:

• 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

Benefits, Perks, Culture, and Our Commitment to Diversity and Inclusion:

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 achievements 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.

In addition to compensation and bonus opportunities, we offer a comprehensive benefits package designed to support our employees professionally and personally. Our offerings include:

Benefits & Offerings:

• Medical, dental, and vision coverage

• Generous PTO and paid holidays

• 401(k) matching and profit sharing

• Professional development support

• Professional certification support and reimbursement

• Employee referral and new business bonus opportunities

• Wellness and employee assistance resources

• Long-term career growth and advancement opportunities

• Parental bonding time and compensation continuance

• Flexible and hybrid work opportunities, where applicable

Culture & Perks:

• Team outings, firm events, and holiday celebrations

• Busy season appreciation and stress-relief programs

• Wellness initiatives and incentives

• Technology, retailer, and event discounts

• Employee Resource Groups

• Strong commitment to community involvement, volunteerism, and charitable giving

Learn More About Life at Meaden & Moore:

• Why Us

• Community Involvement

• Our Culture & Employee Experience