Senior Associate, Forensics - Insurance Risk Management at BDO USA | NY, US | Rezi

Senior Associate, Forensics - Insurance Risk Management at BDO USA

Senior Associate, Forensics - Insurance Risk Management

BDO USA · NY, US

1 months ago

Senior Associate, Forensics - Insurance Risk Management

BDO USA · NY, US

a month ago
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About the Role

The Senior Associate – Resilience supports and delivers advisory services to help clients anticipate, withstand, respond to, and recover from operational, strategic, financial, and insurable risks. This role combines traditional insurance risk advisory with broader resilience disciplines like enterprise risk management, crisis management, business continuity, and operational resilience. Senior Associates manage the full engagement lifecycle, from proposal development to client interaction, requiring strong analytical skills and the ability to provide practical recommendations.

Responsibilities

  • Supports or leads components of client engagements across insurance risk advisory, enterprise risk management, business continuity, crisis management, and operational resilience.
  • Participates in engagement planning, fact-finding, and execution, including document reviews, data analysis, interviews, workshops, and client meetings.
  • Analyzes quantitative and qualitative client data to identify risk exposures, resilience gaps, and improvement opportunities.
  • Develops high-quality client work products, including reports, executive summaries, presentations, risk frameworks, policies, and implementation roadmaps.
  • Supports or facilitates client workshops, tabletop exercises, and crisis or continuity simulations.
  • Tracks engagement progress, manages assigned tasks, and proactively communicates status, risks, and issues to engagement leadership.
  • Leverages AI-enabled tools to accelerate data review, pattern detection, and synthesis of client risk information.
  • Supports proposal development, client pursuits, and marketing initiatives under the direction of practice leadership.
  • Assists with identifying new business opportunities and expanding client relationships.
  • Contributes to internal practice initiatives, methodology development, and knowledge sharing.
  • Supports administrative aspects of engagements, including staffing coordination, billing support, and adherence to firm quality standards.
  • Contributes to the development and adoption of AI-enabled methodologies, tools, and accelerators.
  • Interacts professionally with client personnel at appropriate organizational levels.
  • Collaborates effectively with engagement team members across disciplines, geographies, and service lines.
  • Builds strong working relationships with internal stakeholders, including senior leadership, creative teams, and subject matter specialists.
  • Contributes to a collaborative, high-performance team environment.

Requirements

  • Bachelor’s degree required; focus in Accounting, Economics, Finance, Risk Management, Engineering, Computer Science, Communications preferred.
  • Master's degree preferred.
  • Three (3) or more years of work experience in communications, engineering, data sciences, risk or insurance, required.
  • Professional client service and advisory experience preferred.
  • Familiarity with consulting methodologies, risk and resilience frameworks, and data-driven analysis techniques, including the use of AI and advanced analytics tools to support risk identification, scenario analysis, automation of data review, and development of actionable insights, preferred.
  • Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Visio, and Copilot, required.
  • Proficient in artificial intelligence (AI) tools, preferred.
  • Positive attitude and willingness to learn.
  • Strong interest in insurance management, risk management, corporate crisis management, crisis communications and/or business continuity.
  • Excellent verbal and written communication skills.
  • Strong analytical and basic research skills related to the retrieval and organization of high volumes of information.
  • Solid organizational skills especially ability to meet project deadlines.
  • Ability to successfully multi-task while working independently or within a group environment.
  • Capacity to build and maintain strong relationships with internal and client personnel.
  • Identifies and 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.
  • Effectively handles firm and practice administrative matters, including engagement staffing, client billing, monitoring project economics and adherence to Firm quality standards and protocols.
  • General familiarity with insurance-related knowledge including policy review, contract interpretation, insurance specification compliance, client advisory skills in premiums, retentions, limits, and total cost of risk, regulatory and industry knowledge related to commercial insurance programs, and claims trend analysis, loss run review, and program performance monitoring is preferred.

Skills

  • Risk Management
  • Business Continuity
  • Crisis Management
  • Operational Resilience
  • Enterprise Risk Management
  • Insurance Risk Advisory
  • Data Analysis
  • AI Tools
  • Microsoft Office Suite (Excel, PowerPoint, Visio)
  • Copilot

Experience Level

  • Senior Associate

Education Level

  • Bachelor's degree
  • Master's degree

Salary/Compensations

  • $80,000 - $115,000

Benefits

  • Employee Stock Ownership Plan (ESOP)
  • Flexibility
  • Opportunities for advancement

About the Company

  • BDO is an ESOP company focused on helping people thrive every day, delivering exceptional and sustainable outcomes for people, clients, and communities.
  • BDO professionals provide assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries.
  • BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP), offering participants a stake in the firm’s success.
  • The ESOP is a qualified retirement plan fully funded by BDO, providing an opportunity to enhance financial well-being.
  • BDO is committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives.
  • BDO prides itself on welcoming diverse perspectives, empowering team members, leveraging talented teams, celebrating ingenuity and innovation, focusing on resilience and sustainability, and offering comprehensive Total Rewards.

Equal Opportunity

  • Equal Opportunity Employer, including disability/vets