Financial Analysis Supervisor
Financial Analysis Supervisor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
CSI Overview
We are entrusted with protecting all Montanans from bad actors by regulating two of the states largest industries securities and insurance. We strive to foster a thriving Montana industry marketplace through education common-sense regulation and equitable enforcement of the law with swift accountability for fraudsters and justice for their victims. We are primarily a criminal justice agency.
Our Vision
At the CSI our vision is to safeguard Montana consumers by regulating the insurance and securities industries investigating fraud and prosecuting criminals.
Our Mission consists of the following:
Informing consumers and industry through education and outreach.
Providing responsive and meaningful customer service.
Supporting Montana business by promoting industry innovation and removing unnecessary regulatory roadblocks and red tape.
Managing State Trust Lands with long-term goals of stewardship for the ongoing benefit of public education.
Job Overview
The Montana State Auditor Commissioner of Securities and Insurance (CSI) is responsible for the regulation of insurance companies under Title 33 Montana Code Annotated. The Financial Analysis Supervisor position is a supervisory level position accountable for professional administrative and supervisory work. In addition to the financial regulation of insurers the successful candidate will be responsible for directing and mentoring a team of financial analysts in financial regulation.
Why Work with Us
All of our positions with the agency are located in Helena Montana. Montana is an all-around great place! We are centrally located in the heart of Helena and within walking distance of beautiful downtown. With countless outdoor opportunities great schools and a small-town atmosphere Helena is an excellent place to live. You can also learn more about moving to and living in Helena Montana here. We are an Equal Opportunity Employer. Our success derives from having effective working relationships built on mutual trust and respect for each others skills and abilities. We will challenge you to be the best you can be in both your individual competencies and as a team-player. We have created an environment for success and will work hard to provide opportunities for you to progress in your career with mentorship education training and certifications.
Your service is rewarded with competitive compensation and generous benefits.
Work/life balance
Medical dental and vision coverage
Retirement plans
Generous paid vacation sick leave and holidays
Pre-tax flexible spending accounts
A vibrant Employee Assistance Program
State of Montana employment may qualify you to receive student loan forgiveness under the Public Service Loan Forgiveness program. Click here to learn more and understand whether or not you may qualify.
Additional benefit package information is available here.
State government does not discriminate based on race color national origin religion sex sexual orientation gender identity or expression pregnancy childbirth or medical conditions related to pregnancy or childbirth age physical or mental disability genetic information marital status creed political beliefs or affiliation veteran status military service retaliation or any other factor not related to merit and qualifications of an employee or applicant.
Qualifications and Job Duties
Perform annual and quarterly risk-focused analysis of traditional insurance companies and risk retention groups as assigned by the Chief Examiner in accordance with the NAICs Financial Analysis Handbook and NAIC accreditation program standards.
Train analysts in the risk-focused analysis process including the review of their annual and quarterly analysis work and providing constructive feedback and ongoing mentoring.
Responsible for ensuring all analysis work is completed timely according to NAIC standards or bureau policy.
Assist analysts in implementing regulatory decisions made by the Chief Examiner CSI Leadership or the CSI Legal Department.
Assist analysts in responding to information requests of contract examiners updating the insurer profile summary based on exam results and following up on examiner recommendations to the company.
Assist the Chief Examiner and mentor others in the review process of licensure applications of traditional insurers and risk retention groups including the promotion of Montana as a risk retention group domicile.
Oversee the annual internal audit of the CSI.
General employee development performance reviews and timecard approvals for financial analysts.
Participate in the customization of analysis and examination documentation software.
Participate in/Attend meetings of and trainings provided by the National Association of Insurance Commissioners (NAIC). This will require some instate and out-of-state travel.
Other duties as assigned.
Minimum Educational and Experience Requirements
Bachelors degree in a relevant field of study such as accounting finance economics business administration etc.
Five (5) years of job-related experience.
Previous supervisory or managerial experience is preferred or in lieu the successful candidate must complete a supervisory training course within one year of hire.
Certified Public Accountants license (CPA) or Certified Financial Examiner certification (CFE) from the Society of Financial Examiners. Demonstrated intent to obtain the CFE certification may be considered in lieu of the CFE certification on a case-by-case basis.
Competencies
The successful candidate should possess the following skills:
Written and oral communication
Critical/analytical thinking
Mentoring and training others
Technical learning
Priority setting
How to apply
Please submit ALL of the following items with your application materials prior to the closing date/time of this vacancy announcement:
Cover Letter
Resume
Minimum of Two Professional References (External candidates only)
Important Tip: When uploading and submitting your application materials please make sure to mark your attachments as relevant or we will be unable to view your documents.
The successful applicant will be subject to a criminal history background check.
Required Experience:
Manager
Employment Type
Full Time
