Supervising Financial Analyst

Supervising Financial Analyst

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.

• 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.

• 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.

• Professional designation (Accredited Financial Examiner (AFE), Certified Financial Examiner (CFE) or Certified Public Accountant (CPA))
• Experience using Team Mate