Financial Examinations Bureau Chief

Position Title

Financial Examinations Bureau Chief

The Office of the Montana State Auditor, Commissioner of Securities and Insurance (CSI) has an exciting opportunity available for a Financial Examinations Bureau Chief in the Insurance Division. The CSI is a small, family‑friendly agency that values unity, effective working relationships, and mutual respect. We challenge our team members to excel as individuals and as supportive leaders of a team, offering education and training for continued development toward excellence.

This position is open until filled, with the initial candidate screening occurring on June 15, 2026.

We protect all Montanans by regulating two of the state’s largest industries – securities and insurance. Our mission is to foster a thriving marketplace through education, common‑sense regulation, and equitable enforcement of the law, ensuring swift accountability for fraudsters and justice for victims. CSI is a criminal justice agency.

Additional information about our vision and mission is available on our “About CSI” webpage.

We are seeking a candidate to fill the challenging and mission‑critical role of Chief Financial Examiner. The successful candidate will be responsible for leading a team of professionals in the financial regulation of insurance companies. This is an onsite position located in Helena, Montana.

Accredited by the National Association of Insurance Commissioners (NAIC), the CSI Examinations Bureau is primarily responsible for the financial oversight of licensed insurers and captive insurance companies domiciled in Montana. The Examinations Bureau also licenses insurance and insurance‑related companies desiring to do business in Montana, ensuring the companies are financially sound. In addition, the Bureau is responsible for the collection and reconciliation of premium taxes and the regulation of medical discount card suppliers.

The Chief Financial Examiner serves as the Examinations Bureau Chief and is charged with the financial regulation of insurance companies, both traditional and captive, domiciled and/or operating in Montana through licensing, financial examination, and financial analysis. This position assumes full responsibility for the department’s financial regulation function and provides overall management and supervision of the Examinations Bureau. It also advises and represents the Commissioner on all related matters.

State of Montana benefits, including retirement, health insurance options, paid leave, and predictable hours – a total compensation package delivering great benefits, financial security, and a retirement you can count on.

Additional benefit package information is located here.

State of Montana employment may qualify you to receive student loan forgiveness under the Public Service Loan Forgiveness. Look here to learn more and understand whether or not you may qualify.

Effective July 1, 2026, this position may be eligible for a $1 (or 2.5%, whichever amount is greater) statutory increase.

• Leadership
  :
  Manage and lead all aspects of the Examinations Bureau including planning, selecting, and implementing methods and procedures to achieve the bureau’s goals.
• Accreditation
  :
  Ensure that financial solvency monitoring and staffing are conducted in accordance with NAIC accreditation standards and Montana statutes and regulations.
• Management
  :
  Assign and supervise workload and performance in the Examinations Bureau. Promote staff development and certification.
• Data Management
  :
  Support current technology solutions in the Examinations Bureau. Regularly evaluate technology use and needs through evaluation of the effectiveness and efficiency of current processes and priorities.
• Revenue Collection
  :
  Facilitate the collection and reconciliation of premium tax revenue and other funds collected by the Financial Examinations Bureau.
• Fiscal Accountability
  :
  Monitor the bureau’s budget and provide input to the Fiscal Department during budget planning and preparation.
• Legislative Support
  :
  Participate in the legislative and rule adoption processes, including providing testimony as an expert…