Financial Examiner Lead (Director / MD / Partner)

Financial Examination Director / Managing Director / Partner

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 Director / Managing Director / Partner roles primarily focus on providing oversight over financial examinations and regulatory consulting services, in a lead role, on behalf of clients (state insurance departments). This position has significant opportunity for advancement as well as personal and professional growth. Responsibilities will include developing relationships with and selling regulatory services to clients; preparing and performing QA reviews of proposals; serving as an Examiner-in-Charge (EIC) on examinations; ensuring work is delivered with high quality, on time, and within budget; supervising / developing staff; recruiting; and leading thought leadership initiatives, among other responsibilities. The successful candidate will work remotely, which may require travel at times, and must be highly self-motivated and goal-oriented.

Specific Duties and Responsibilities

Knowledge

• Demonstrate deep knowledge of, and provide guidance relative to, the NAIC Financial Condition Examiners Handbook (the Handbook), insurance laws, rules, statutes, and regulations (both current and evolving). Ensure the teams work appropriately takes these into account in forming examination findings and recommendations.
• Have experience drafting compelling proposals, including scoping, workplans, and budgets.
• Consistently enhance personal and team knowledge of risk-focused examination approaches and methodologies. Train and develop other team members (including state department personnel) to deepen their knowledge and skill sets on risk-focused examination principles.
• Have prior EIC experience on financial examinations of significant size and complexity.
• Possess deep insurance industry experience.
• Have expertise or significant knowledge and understanding of all lines of insurance.

Skills

Attributes

Requirements