Supervising Financial Analyst

Overview

A leading professional services firm specializing in middle market clients is seeking a Supervising Financial Analyst to join their Risk & Regulatory Consulting team. This role primarily involves providing financial analysis and regulatory consulting services to clients, mainly state insurance departments. The position offers significant opportunities for advancement and professional growth.

Responsibilities

• Perform risk-focused financial analysis to assess insurer financial condition and regulatory compliance
• Conduct holding company system analysis and group-supervision services
• Review insurer regulatory filings, including acquisition approvals, transactions, dividends, and restructurings
• Evaluate company licensing and expansion applications
• Assist in responding to troubled-company situations
• Recommend actions to enhance insurer solvency and ensure compliance with laws and regulations
• Prepare clear, concise, and informative documents and reports
• Oversee the quality and consistency of analytical reviews, ensuring thorough documentation and timely issue resolution
• Evaluate insurer priority levels and recommend adjustments to align with regulatory expectations
• Assess insurer compliance with state laws, regulations, and NAIC standards
• Lead, mentor, and support financial analysts, fostering professional development and continuous improvement
• Maintain and expand expertise in insurance regulatory matters, including statutory accounting principles and evolving regulatory best practices

Requirements

• Bachelor's degree in Accounting or Finance; MBA or other advanced degree preferred
• 7-10+ years of relevant experience as a financial analyst, accountant, auditor, or examiner within state insurance departments, regulatory consulting firms, public accounting firms, or insurance companies
• Insurance industry or regulatory experience is required
• Strong client-service skills with a dynamic and flexible demeanor
• Excellent interpersonal, presentation, analytical, and communication skills
• Self-motivated with the ability to work independently and manage multiple tasks effectively
• Team building and development capabilities
• Strong ethical standards and adherence to professional conduct
• Proficient in MS Office and other PC skills
• Ability to work remotely regularly with occasional travel
• Commitment to staff development through coaching and performance oversight
• Ability to supervise and review staff work critically and constructively

Preferred Qualifications

• Professional designations such as Accredited Financial Examiner (AFE), Certified Financial Examiner (CFE), or Certified Public Accountant (CPA)
• Experience using TeamMate software

Compensation & Benefits

• Salary range: $81,400 - $153,500, dependent on education, skills, experience, certifications, and location
• Eligibility for discretionary bonus based on firm and individual performance
• Competitive benefits and compensation package
• Flexible work schedule to balance personal and professional demands

Location

• Work from home within the United States, with flexibility to travel periodically

This role is open to experienced professionals and does not sponsor entry-level candidates or visa holders requiring sponsorship. Reasonable accommodations are available upon request for applicants with disabilities during the recruitment process.