RSM US LLP · 2 months ago
Supervising Financial Analyst
United States
Full-time
Remote
Senior Level
$81K/yr - $154K/yr
7+ years expRSM US LLP is a leading provider of professional services to the middle market globally, empowering clients and people to realize their full potential. The Supervising Financial Analyst will perform financial analysis and regulatory consulting services for state insurance departments, with opportunities for personal and professional growth.
AccountingConsultingFinancial Services
No H1B
Responsibilities
Perform risk-focused financial analysis to assess insurer financial condition and compliance with laws and regulations
Perform holding company system analysis and other group-supervision services
Review insurer regulatory filings, including requests to approve acquisitions, transactions, dividends and restructurings
Review company licensing and expansion applications
Assist in responding to troubled-company situations
Recommend actions to help enhance insurer solvency and ensure compliance with laws and regulations
Prepare clear, complete, concise, and informative documents and reports
Oversee the quality and consistency of the analytical review process, ensuring appropriate depth of analysis, thorough documentation, and timely resolution of identified issues
Evaluate and validate conclusions regarding insurer priority levels, recommending adjustments as necessary to ensure alignment with regulatory expectations and risk assessments
Assess determinations of insurer compliance with applicable state laws, regulations, and NAIC standards, ensuring accuracy and completeness
Lead, mentor, and support RRC and client financial analysts, fostering professional development and promoting a culture of continuous improvement
Maintain and expand expertise in insurance regulatory matters, including statutory accounting principles, insurance laws and regulations, and evolving regulatory best practices
Qualification
Required
Bachelor's Degree in Accounting or Finance; MBA or other relevant advanced degree preferred
Minimum of 7-10+ years relevant experience as a financial analyst, accountant, auditor or examiner with a state insurance department, regulatory insurance consulting firm, public accounting firm or insurance company
Insurance industry or regulatory experience is a must
Dynamic/flexible demeanor with exceptional client-service skills
Strong interpersonal, presentation, analytical and analysis skills
Self-motivation, ability to work well independently and with a sense of urgency
Team building and development skills
Strong ethical behavior and adherence to professional standards
Excellent organizational skills and the ability to effectively manage multiple tasks, projects and assignments
Strong PC skills, including experience in MS Office
Strong written and verbal communication skills
Ability to routinely work from home, with the flexibility to travel periodically
Strong commitment to staff development through effective coaching, guidance, and performance oversight
Ability to provide clear and consistent supervision to staff analysts, ensuring timely and high-quality completion of work
Ability to review and evaluate the work of others with a critical eye, constructively challenging conclusions and offering actionable feedback
Preferred
Professional designation (Accredited Financial Examiner (AFE), Certified Financial Examiner (CFE) or Certified Public Accountant (CPA))
Experience using TeamMate
Benefits
Flexibility in your schedule
Discretionary bonus based on firm and individual performance
Company
RSM US LLP
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10001+ employees
Funding
Current Stage
Late StageLeadership Team
Bill Kracunas
Principal and National Leader, Strategy and Management Consulting
David Hickethier
Principal, Strategy & Human-Centered Design
Recent News
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