[Hiring] Supervising Financial Analyst @RSM US LLP

Role Description

The Supervising Financial Analyst will primarily perform financial analysis and regulatory consulting services on behalf of Risk & Regulatory Consulting LLC (RRC) clients, mainly state insurance departments. This position has significant opportunity for advancement as well as personal and professional growth.

• 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.

Qualifications

• 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 Background and Experience

• Professional designation (Accredited Financial Examiner (AFE), Certified Financial Examiner (CFE), or Certified Public Accountant (CPA)).
• Experience using TeamMate.

Benefits

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at RSM Benefits .

Compensation

Compensation Range: $81,400 - $153,500. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.