Financial Examiner Lead (Director/MD/Partner)
R
Risk & Regulatory Consulting, LLCInsurance regulation
Work from home-any US locationFull-TimeDirector
SalaryUSD 181900 - 397700 / year
Apply NowOpens the employer's application page
Job Details
- Experience
- Minimum of 10+ years insurance experience
- Required Skills
- Project ManagementMicrosoft Excel
Requirements
- Hold a bachelor’s degree; Accounting or Finance is preferred.
- Have a minimum of 10+ years of insurance experience.
- Have experience with a State Insurance Department, insurance company, financial examination firm, or public accounting firm auditing insurance companies.
- Have completed or be actively pursuing the Certified Financial Examiner (CFE) designation.
- CPA is preferred but not required.
- Have prior Examiner-in-Charge experience on significant and complex financial examinations.
- Bring deep insurance industry experience and knowledge of all lines of insurance.
- Demonstrate knowledge of the NAIC Financial Condition Examiners Handbook and insurance laws, rules, statutes, and regulations.
- Have experience drafting proposals, including scope, workplans, and budgets.
- Demonstrate project management experience handling multiple large and complex assignments concurrently.
- Be flexible to travel when necessary.
- Demonstrate proficiency with presentation, spreadsheet, and project planning software; examples include TeamMate, Access, Microsoft Excel, Word, and PowerPoint.
Responsibilities
- Lead comprehensive multi-state risk-focused, targeted, and interim financial examinations for state insurance departments.
- Serve as an Examiner-in-Charge or subject matter expert on examinations, including large and complex assignments.
- Manage client relationships and grow a significant book of financial examination business.
- Develop proposals, workplans, and budgets, and oversee engagements from proposal through delivery.
- Review examination work papers and ensure the quality and integrity of the regulatory examination process.
- Draft examination reports, management letters, review memoranda, exhibits, and supporting schedules.
- Review insurance company documentation and data for compliance with state insurance statutes and regulations.
- Supervise, coach, train, and develop staff and state department personnel.
- Provide training and presentations on insurance industry and examination topics.
View Full Description & ApplyYou'll be redirected to the employer's site
