Financial Services Insurance Regulatory & Advisory Manager
Baker Tilly

Overview

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities

Are you interested in joining one of the fastest growing consulting and accounting firms in the country?

Due to the continued growth of our Insurance Regulatory Consulting Practice, we are currently recruiting for a Financial Services Insurance Regulatory & Advisory Manager.

Baker Tilly's Financial Services Insurance Regulatory Consulting team consults for various state government insurance departments and for insurance companies. The Insurance Regulatory Consulting team provides clients with financial examination, financial analysis, market conduct and operational, financial, compliance, risk advisory, and process improvement services. Our team includes a diverse array of talent including well-versed project managers, Certified Financial Examiners, Certified Insurance Examiners, Certified Internal Auditors, Certified Public Accountants, and specialists in other areas.

As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

Does this describe you?

• You enjoy managing and leading a team in performing regulatory examinations and financial analysis.
• You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized.
• You are looking to be part of a fast growing, entrepreneurial and innovative practice where your hard work and creativity can help us continue to build, improve and advance.
• You are a team player with strong communication skills and desire to work collaboratively with others to meet client needs.
• You are a creative problem solver who enjoys learning new businesses and has the desire to become an advisor to clients in order to help them achieve their goals and dreams now, for tomorrow.

What you will do:

• • Work directly with partners in providing governance, risk, technology, and compliance advisory services to clients.
  • Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives.
  • Provide supervisory oversight, manage and lead in an Examiner In Charge capacity on larger complex risk focused financial examinations to review and evaluate an insurer's business processes and controls (including the quality and reliability of corporate governance) to assist in assessing and monitoring its current financial condition and prospective solvency.
  • Provide supervisory oversight on risk focused financial analysis of regulated insurance entities on behalf of our clients, through off-site monitoring of the State insurance department client's domestic insurers' financial condition.
  • Monitor and report on significant internal/external changes and risks relating to all aspects of the insurer.
  • Review and analyze new, proposed, or revised laws, regulations, policies, and procedures in order to interpret their meaning and determine impact to the company.
  • Provide supervision and training to seniors and staff.
  • Attend networking meetings and conferences to assist in creating meaningful relationships to further the development and growth of the insurance regulatory practice.
  • Meet business development goals that are developed in collaboration with your coach and partners.
  • Participate in and/or lead presentations and trainings to Baker Tilly clients and at conferences on various examination and analysis topics, trends and audit methodologies.

Qualifications

Successful candidates will have:

• BA/BS in Accounting, Finance, Economics, Risk management, Information Technology or related field.
• Minimum of ten (10) years of experience with Risk Advisory, Internal and/or External Audit, in a state regulatory agency/department or Regulatory Consulting firm required.
• Experience as an Examiner In Charge for multi-state examinations and group coordinated examinations preferred.
• CFE Certified Financial Examiner credentialed required.
• Additional designations such as Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Insurance Examiner (CIE) or Certified Internal Auditor preferred.
• Flexibility to travel to various client sites, up to 10%.
• Proactive communication (both written and verbal).
• Excellent analytical, technical and problem-solving skills.
• Strong Microsoft Word, PowerPoint, and Excel skills preferred.

Additional Information

For California, Colorado, New York and Washington: The compensation range for this role is $119,070 to $252,370. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

This job has expired.