Supervising Financial Analyst

RSM US LLP; United States; On-site; USD 81,400 - 153,500; Full time

Benefits offered by this job

Flexible schedule

Competitive benefits

Discretionary bonus

Job summary

RSM US LLP is seeking a Supervising Financial Analyst to perform financial analysis and regulatory consulting for state insurance departments. The role involves risk assessment, mentoring junior analysts, and ensuring compliance with insurance regulations. Candidates should have a minimum of 7-10 years of relevant experience, preferably in insurance or regulatory consulting. This position offers a competitive salary range of $81,400 - $153,500, with the flexibility to work from home. Benefits include a discretionary bonus based on performance.

Qualifications

• 7-10+ years relevant experience as a financial analyst or similar.
• Experience in insurance regulatory consulting or public accounting.
• Ability to work independently and possess a sense of urgency.

Responsibilities

• Perform financial analysis for risk assessments and compliance.
• Oversee analytical review processes ensuring quality output.
• Lead, mentor, and support junior financial analysts.

Skills

Client-service skills

Analytical skills

Interpersonal skills

Organizational skills

Strong PC skills

Written communication skills

Verbal communication skills

Team building skills

Education

Bachelor's Degree in Accounting or Finance

MBA or other relevant advanced degree

Tools

MS Office

TeamMate

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

Supervising Financial Analyst

Risk & Regulatory Consulting, LLC

Work from home- US location

Position Overview

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.

Specific Duties and 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.

Required Background and Experience

• 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

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 https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $81,400 - $153,500

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.