Financial Examiner

Overview

A leading provider of professional services to the middle market is seeking a Financial Examiner to perform financial examinations and regulatory consulting services for state insurance departments. This role offers significant opportunities for advancement and professional growth.

Responsibilities

• Conduct risk-focused financial examinations to assess solvency and compliance with statutes for insurance clients.
• Review examination work papers and evaluate insurance company operations.
• Ensure the integrity of the regulatory system.
• Assist in preparing reports, exhibits, and supporting schedules detailing a company's solvency, condition, and compliance with laws and regulations.
• Submit draft reports timely for review.
• Recommend and document actions to ensure compliance with laws and regulations or to protect company solvency.
• Provide guidance on insurance laws, rules, and regulations.
• Review and analyze new or revised laws, regulations, policies, and procedures to interpret their impact.
• Analyze financial operating statements, reports, and records related to insurance companies' operations.
• Prepare and supervise the writing of clear, concise, and informative reports on financial conditions of insurance companies and healthcare organizations.
• Continuously enhance knowledge of accounting and auditing principles, insurance examination and regulation, insurance laws, rulings, and related legal opinions.
• Develop skills in statistical sampling, actuarial mathematics, supervision, and insurance company practices.

Qualifications

• Bachelor's Degree in Accounting or Finance; MBA and/or professional certifications preferred.
• Minimum of 5 years of experience as an accountant, auditor, or examiner with a state insurance department, public accounting firm, or insurance company.
• Insurance industry experience is required.
• Certifications such as Certified Financial Examiner (CFE), CPA, or Certified Internal Auditor (CIA), or candidacy for these certifications, are a plus.
• Proficient in PC skills including software for presentations, spreadsheets, and project planning (experience with TeamMate, ACL/Access, MS Excel, Word, and PowerPoint).
• Strong interpersonal, presentation, analytical, and examination/audit skills.
• Excellent organizational and time management skills to prioritize multiple tasks and projects.
• Strong written and verbal communication skills.
• Dynamic and flexible demeanor with exceptional client service skills.
• Self-motivated, able to work independently, and possess a sense of urgency.
• Skilled in team building and development.
• Ability to work from home with flexibility to travel.
• Commitment to ethical and professional standards.

Compensation & Benefits

• Salary range: $69,800 - $132,000, reflecting education, skills, experience, certifications, and location.
• Eligibility for a discretionary bonus based on firm and individual performance.
• Competitive benefits and compensation package.
• Flexible scheduling to balance personal and professional demands.

Location

• Remote work with flexibility to travel as required.

Equal Opportunity

The employer provides equal employment opportunities without discrimination based on race, color, creed, religious beliefs, sex, gender, sexual orientation, HIV status, national origin, ancestry, marital status, age, disability, citizenship, political affiliation, medical condition, military status, genetic characteristics, or any other protected characteristic under applicable law.

Accommodation for applicants with disabilities is available upon request during the recruitment process and employment.

Additional Information

• Sponsorship is not available for this role; candidates must be authorized to work in the U.S. without sponsorship now or in the future.
• Applicants with arrest or conviction records will be considered.
• Recent U.S. graduates with 1-2 years of relevant experience may be eligible for hire as experienced associates.