Supervising Financial Analyst

🕒 March 11

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Logo of RSM US LLP

RSM US LLP

10,000+ employees

Founded 1926

Consulting • Financial services • Professional services

RSM US LLP is a limited liability partnership and the U. S. member firm of RSM International, providing assurance, tax, and consulting services primarily to middle market businesses. The firm focuses on delivering insights and tailored solutions to help clients navigate complex business challenges and drive growth. With expertise across various sectors, RSM aims to support client success through strategic consulting and practical business solutions.

📋 Description

• 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 • Evaluate and validate conclusions regarding insurer priority levels • Assess determinations of insurer compliance with applicable state laws, regulations, and NAIC standards • Lead, mentor, and support RRC and client financial analysts.

🎯 Requirements

• 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 • 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.

🏖️ Benefits

• Competitive benefits and compensation package • Flexibility in schedule

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