We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
The Financial Examiner will primarily perform financial examinations and regulatory consulting services for state insurance departments. This position has significant opportunity for advancement as well as personal and professional growth.
Responsibilities
(Responsibilities vary depending on seniority level)
Perform risk focused financial examinations to determine solvency and compliance to statutes on behalf of Risk & Regulatory Consulting LLC insurance clients.
Perform reviews of examination work papers and evaluate insurance company operations.
Ensure the integrity of the regulatory system.
Assist with the preparation of reports, exhibits, and other supporting schedules that detail a company's solvency, condition and compliance with laws and regulations, and recommend solutions to questionable financial conditions.
Responsible for timely submission of draft reports for review.
Recommend/document actions to ensure compliance with laws and regulations, or to protect solvency of the company.
Provide knowledge and guidance of insurance laws, rules, and regulations.
Review and analyze new, proposed, or revised laws, regulations, policies, and procedures in order to interpret their meaning and determine impact to the company.
Analyze financial operating statements, reports, and records relating to specific and overall operations of insurance companies; prepare and supervise writing of clear, complete, concise, and informative reports of financial conditions of insurance companies and health care organizations.
Consistently enhance knowledge of: principles, practices, techniques, and methods of accounting and auditing; insurance examination and regulation; insurance laws and Insurance Commissioner's rulings; and related Attorney General opinions and court decisions; insurance company practices; statistical sampling procedures; basic actuarial mathematics; principles and practice of effective supervision, insurance companies and health care organizations.
Qualifications
Bachelor's Degree in Accounting or Finance; MBA and/or professional certification/s preferred
Minimum 5+ years experience as an accountant, auditor or examiner with a state insurance department or a public accounting firm or as an accountant, internal or external auditor or examiner of insurance companies.
Insurance industry experience is a must.
Certified Financial Examiner (CFE) or CFE Candidate, CPA or CPA candidate, and/or Certified Internal Auditor (CIA) or CIA Candidate a plus
PC skills, including experience in using software for producing presentations, spreadsheets, and project planning (skilled in TeamMate, ACL/Access, and MS Excel, Word and Power Point)
Strong interpersonal, presentation, analytical and examination/audit skills
Excellent organizational skills and the ability to prioritize multiple tasks, projects and assignments using effective time management skills
Strong written and verbal communication skills are required
Dynamic/flexible demeanor with exceptional client service skills
Must be self-motivated, work well independently and possess a sense of urgency
Skilled in team building and team development
Work from home with flexibility to travel
Ability to demonstrate ethical and professional standards as outlined by the Firm
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $69,800 - $132,000Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
About RSM
RSM is a leading global network of assurance, tax and consulting advisors focused on helping businesses navigate change and realize their full potential. With more than 56,000 professionals across more than 120 countries, RSM combines global reach with a distinctly client-centric approach, taking the time to understand each organization’s unique challenges, ambitions and opportunities.
At the heart of RSM’s model is a simple belief: clients need more than technical expertise. They need advisors who understand their business, anticipate what’s ahead and help them move forward with confidence. This commitment to delivering a personalized experience, grounded in deep industry and business knowledge, is reflected in RSM’s promise to instill confidence in a world of change.
RSM US LLP, a member of the global RSM network, brings this approach to the U.S. middle market. As the fifth-largest accounting firm in the United States, RSM US has grown from its founding in 1926 to more than 21,000 professionals serving clients across 119 locations in the US, Canada, the UK, and Ireland with additional offices across its international footprint.
Together, RSM’s scale, specialized expertise and understanding of the middle market position the firm to help clients address today’s most pressing challenges while building for what comes next.
Military Support
VALOR (Veterans and Allies Leading Outreach) is RSM’s employee network group dedicated to strengthening the recruitment, retention, development and success of veterans, active and reserve military members, military spouses, families and allies. Through connection, advocacy and professional development, VALOR creates a community where military-connected professionals can build meaningful relationships, advance their careers and bring the unique skills and experiences gained through service to RSM and its clients.
VALOR champions the continued growth and success of its members by connecting them to resources, mentorship, networking and leadership opportunities across RSM. Members share career and military-related resources, advocate for one another and provide a strong network of support, including for colleagues continuing to serve when military commitments or deployments take them away from the workplace.
Beyond RSM, VALOR extends its impact into local communities and the broader military-connected ecosystem through regional and national strategic business alliances, events and initiatives. These efforts create opportunities for professional development, leadership growth, networking, business development and community engagement, while helping RSM attract and retain exceptional military-connected talent.
At its core, VALOR is about turning the strengths of military service into lasting impact for our people, our clients and the communities we serve.
Internships and RSM Excellence Academy
At RSM, you’ll be valued as an individual while interning with our firm. We recognize your accomplishments and unique potential, and mentor you as a future leader. By working directly with RSM professionals and leaders, you’ll move quickly along the learning curve to jump-start your career in accounting, consulting, tax, or operations.
Internships include orientation and training where interns will be prepared to work in client service through a combination of formal and informal training. Interns will receive hands-on experience working with a variety of clients, while teaming up with RSM colleagues and leaders. RSM will provide interns with lunch-and-learn workshops, sporting events, and community service projects. Interns will gather with their peers and co-workers to develop both personally and professionally. Interns will be paired with both a navigator and a career advisor to help transition into their new role. The navigator is a peer aligned with you to help with questions. The career advisor ensures your experience meets your expectations and that you’re doing the right things to work toward that job offer.
The RSM Excellence Academy consists of a three-day summer leadership conference with a stipend and the opportunity to participate in an internship with RSM during the following summer. The Excellence Academy is open to all qualified students who are three years from graduation. The Excellence Academy is designed to align with RSM’s strategic pillar of driving an unrivaled, inclusive culture and talent experience. We recognize efforts of inclusivity and intend to develop outstanding business, accounting, and technology students for internships and full-time employment. Participants will have an opportunity to build relationships that will assist them in their educational and career development. We hope that this experience will provide students with an overall understanding of the professional services industry, RSM’s culture, and the advantages of working in the middle market.