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, inclusive 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.

Financial Analyst

Risk & Regulatory Consulting, LLC

(Regulatory Insurance)

Work from home- US location

Position Overview

The 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.

Specific Duties and Responsibilities

(Responsibilities vary depending on assignments and seniority level)

• 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

• Supervise, train and encourage RRC and client financial analysts
• Consistently enhance knowledge of insurance regulatory matters, including statutory accounting, insurance laws and regulations, and regulatory best practices.

Required Background and Experience

• Bachelor's Degree in Accounting or Finance; MBA or other relevant advanced degree preferred
• Minimum of 5 years relevant experience as a financial analyst, accountant, auditor or examiner with a state insurance department, regulatory consulting firm, public accounting firm or insurance company
• Insurance-industry 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 as needed (varies depending on location and assignments)

Preferred Background and Experience

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

At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. 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.

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer 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 (including gender identity and/or gender expression); 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; 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.

Compensation Range: $64,700 - $122,100