Overview
Baker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
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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.
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Job Description:
Are you interested in joining one of the fastest growing consulting and accounting firms in the country?
Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory?
If yes, consider joining Baker Tilly (BT) as an Insurance Regulatory Senior Consultant! Due to the continued growth of our Insurance regulatory consulting practice, we are currently recruiting for a Senior consultant.
Baker Tilly’s 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 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.
You will enjoy this role if:
- You would like to hear perspectives from executives from different insurance organizations and be part of a team that assesses and reports on adequacy of governance, cybersecurity, risk and capital management of some of the largest insurance organizations.
- 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 and senior managers 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.
- Support the Examiner in charge on 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.
- Perform 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, and 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 newer staff
- 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
- BA/BS in Accounting, Finance, Economics, Risk management, Information Technology or related field.
- Minimum of three years of experience with Risk Advisory, Internal and/or External Audit, or a state regulatory agency/department required; experience in public accounting, regulatory consulting firm, and/or state regulatory agency/department preferred.
- Experience as a financial examiner for multi-state examinations and group coordinated examinations preferred
- Accredited Financial Examiner designation (AFE) required, or Certified Financial examiner (CFE) designation preferred
- Flexibility to travel to various client sites, overnight as needed up to 10%
- Proactive communication (both written and verbal)
- Excellent analytical, technical and problem solving skills.
- Strong Microsoft Word, PowerPoint, and Excel skills preferred
Desired Attributes:
- Integrity.
- Collaborative
- Innovative
- Adaptability
- Passion for personal growth.
- Strong work ethic and commitment, ability to work independently.
- Ability to navigate through difficult conversations such as performance management and client deviations issues.
- The ability to work effectively in a team environment with all levels of client personnel in various industries.
- Strong relationship builder
