Financial Examiner Lead – Director/MD/Partner

🕒 Outubro 1, 2025

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $126.500 - $254.700 / ano

⏰ Tempo Integral

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

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RSM US LLP

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1926

Consulting • Financial services • Professional services

A RSM US LLP é uma sociedade de responsabilidade limitada (LLP) e a firma-membro nos EUA da RSM International, oferecendo serviços de asseguração, tributos e consultoria, principalmente para empresas do mercado médio (middle market). A firma tem foco em entregar insights e soluções sob medida para ajudar os clientes a navegar desafios empresariais complexos e impulsionar o crescimento. Com expertise em diversos setores, a RSM busca apoiar o sucesso dos clientes por meio de consultoria estratégica e soluções de negócios práticas.

Descrição

• Provide oversight over financial examinations and regulatory consulting services for state insurance departments in a lead role • Develop relationships with and sell regulatory services to clients; manage and grow a significant book of business • Prepare and perform QA reviews of proposals and serve as Examiner-in-Charge (EIC) on examinations • Ensure work is delivered with high quality, on time, and within budget; supervise and develop staff; recruit • Lead multi-state risk-focused, targeted, and interim financial examinations in accordance with the NAIC Handbook • Handle all aspects of client relationship and project execution from RFP/proposal through contracting, planning, execution, and deliverables • Review and assess insurance company documentation and data for compliance with insurance statutes and regulations • Draft examination deliverables (Report on Examination, Management Letter, Summary Review Memorandum), exhibits, and supporting schedules • Perform reviews of assisting examiners’ work papers and provide on-the-job training, coaching, and feedback • Recommend/document actions to ensure compliance and lead discussions with examinee companies to support issue resolution • Provide trainings and presentations to state insurance department employees or internal staff on examination topics and risk-focused examination matters • Serve as a trusted business advisor to regulators and lead thought leadership initiatives

🎯 Requisitos

• Bachelor’s Degree with a preference in Accounting or Finance • Minimum of 10+ years insurance experience with a State Insurance Department, insurance company, examination firm, or public accounting firm • Completed or actively pursuing the professional insurance designation of CFE (Certified Financial Examiner); CPA preferred but not required • Demonstrate deep knowledge of the NAIC Financial Condition Examiners Handbook, insurance laws, rules, statutes, and regulations • Prior EIC experience on financial examinations of significant size and complexity • Expertise or significant knowledge and understanding of all lines of insurance • Experience drafting compelling proposals, including scoping, workplans, and budgets • Strong computer and technology skills, including TeamMate, Access, MS Excel, Word and PowerPoint • Demonstrated history of successful project management and managing large, complex assignments concurrently • Flexibility for travel when necessary • RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders)

🏖️ Benefícios

• competitive benefits and compensation package for all our people • flexibility in your schedule, empowering you to balance life’s demands • Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance • in-house training programs and professional development • reasonable accommodation for applicants with disabilities in recruitment and employment • opportunity for travel (flexibility for travel when necessary)