RSM US US | Supervising Financial Analyst

Responsibilities

• This position has significant opportunity for advancement as well as personal and professional growth.
• Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
• 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.
• Prepare clear, complete, concise, and informative documents and reports.
• Oversee the quality and consistency of the analytical review process, ensuring appropriate depth of analysis, thorough documentation, and timely resolution of identified issues.
• Evaluate and validate conclusions regarding insurer priority levels, recommending adjustments as necessary to ensure alignment with regulatory expectations and risk assessments.
• Assess determinations of insurer compliance with applicable state laws, regulations, and NAIC standards, ensuring accuracy and completeness.
• Lead, mentor, and support RRC and client financial analysts, fostering professional development and promoting a culture of continuous improvement.
• Maintain and expand expertise in insurance regulatory matters, including statutory accounting principles, insurance laws and regulations, and evolving regulatory best practices.
• Work from home- US location
• Recommend actions to help enhance insurer solvency and ensure compliance with laws and regulations

Requirements

• Minimum of 7-10+ years relevant experience as a financial analyst, accountant, auditor or examiner with a state insurance department, regulatory insurance consulting firm, public accounting firm or insurance company.
• Insurance industry or regulatory 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 periodically.
• Strong commitment to staff development through effective coaching, guidance, and performance oversight.
• Ability to provide clear and consistent supervision to staff analysts, ensuring timely and high-quality completion of work.
• Ability to review and evaluate the work of others with a critical eye, constructively challenging conclusions and offering actionable feedback.
• Professional designation (Accredited Financial Examiner (AFE), Certified Financial Examiner (CFE) or Certified Public Accountant (CPA)).
• Bachelor's Degree in Accounting or Finance; MBA or other relevant advanced degree preferred
• Preferred Background and Experience

RSM US LLP

Ira B. McGladrey opened an accounting practice in Cedar Rapids, Iowa, in 1926, and the firm that grew from it, long known as McGladrey, became RSM US LLP in 2015 when it joined other firms in the RSM International network under the RSM brand. Now headquartered in Chicago, it provides assurance, tax and consulting services with a focus on middle-market companies, and since 1 January 2026 it has worked with RSM UK in a transatlantic partnership.

• Industry: Professional services: assurance, tax and consulting for middle-market companies
• Headquarters: Chicago, United States (RSM US LLP)