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Financial Analysis Supervisor
- State of Montana (Helena, MT)
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*CSIOverview* WeareentrustedwithprotectingallMontanansfrombadactorsbyregulatingtwoofthestate’slargestindustries—securitiesandinsurance.WestrivetofosterathrivingMontanaindustrymarketplacethrougheducation,common-sense regulation, and equitable enforcement of the law with swift accountability for fraudsters and justice for their victims. Weareprimarilyacriminaljusticeagency. *OurVision* AttheCSI,ourvisionistosafeguardMontanaconsumersbyregulatingtheinsuranceandsecuritiesindustries, investigating fraud, and prosecuting criminals. *OurMissionconsistsofthe following:* Informingconsumersandindustrythrougheducationandoutreach. Providingresponsiveandmeaningfulcustomerservice. SupportingMontanabusinessbypromotingindustryinnovationandremovingunnecessaryregulatoryroadblocksand red tape. ManagingStateTrustLandswithlong-termgoalsofstewardshipfortheongoingbenefitofpubliceducation. * * *_JobOverview_* *TheMontanaStateAuditor,CommissionerofSecuritiesandInsurance(CSI)isresponsiblefortheregulationofinsurance 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. * WhyWorkwithUs? AllofourpositionswiththeagencyarelocatedinHelena,Montana.Montanaisanall-aroundgreatplace!Wearecentrally 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 toandlivinginHelena,Montanahere.WeareanEqualOpportunityEmployer.Oursuccessderivesfromhavingeffective working relationships, built on mutual trust and respect for each other’sskills and abilities. We will challenge you to bethe best you can be in both your individual competencies and as a team-player. We have created an environment for successandwillworkhardtoprovideopportunitiesforyoutoprogressinyourcareerwithmentorship,education,training, and certifications. Yourserviceisrewardedwithcompetitivecompensationandgenerousbenefits. Work/lifebalance Medical,dental,andvisioncoverage Retirementplans Generouspaidvacation,sickleave,andholidays Pre-taxflexiblespendingaccounts AvibrantEmployeeAssistanceProgram StateofMontanaemploymentmayqualifyyoutoreceivestudentloanforgivenessunderthePublicServiceLoan Forgiveness program. Clickhereto learn more and understand whether or not you may qualify. Additionalbenefitpackageinformationisavailablehere. *_Qualifications and Job Duties_* *Performannual and quarterly risk-focused analysis of traditional insurance companies and risk retention groups, as assigned by the Chief Examiner,in accordance with the NAIC’s Financial Analysis Handbook andNAIC 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. **Mentor analysts in the financial regulation of farm mutual insurers, to include annual statement analysis, statutory examinations, ongoing monitoring, and responding to inquiries.* *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 Examinerand mentor others inthereviewprocessoflicensureapplicationsoftraditionalinsurers 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. * *Participateinthecustomizationofanalysis and examination documentationsoftware.* *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_** * *Bachelor’s degreeinarelevantfieldofstudy, such as accounting, finance, economics, business administration etc.* *Five(5)yearsofjob-relatedexperience.* *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 Accountant’s license (CPA) or CertifiedFinancialExaminercertification(CFE)fromtheSocietyofFinancialExaminers. Demonstrated intent to obtain the CFE certification may be considered in lieu of the CFE certificationon a case-by-case basis. * *_Competencies_* *Thesuccessfulcandidateshouldpossessthefollowingskills:* *Writtenandoralcommunication* *Critical/analyticalthinking* *Mentoring and training others* *Technicallearning* *Prioritysetting* * * *How to apply?* PleasesubmitALLofthefollowingitemswithyourapplicationmaterialspriortotheclosingdate/timeofthisvacancy announcement: *YourapplicationwillNOTbeconsideredwithouttheserequireditems.* *CoverLetter* *Resume * *MinimumofTwoProfessionalReferences (External candidates only)* ImportantTip:Whenuploadingandsubmittingyourapplicationmaterials,pleasemakesuretomarkyourattachmentsas "relevant" or we will be unable to view your documents. Allapplicationmaterialsaresubjecttoreviewandverification.CSIwillinvitealimitednumberofapplicantstoaminimum of one structured interview. The interview may include a performance test. Those selected are subject to successful reference, background, and fingerprint checks. Thesuccessfulapplicantwillbesubjecttoacriminalhistorybackgroundcheck. Onlyelectronicmaterialswillbeaccepted.Ifyouneedassistanceoranaccommodation,pleasecontactHuman Resources. Materials submitted but not requested will not be considered in the selection process. Applicantsclaimingemploymentpreferencearerequiredtoprovideproperdocumentation,i.e.VetPreference(DD214), DisabledVetdocumentfromU.S.VeteransAdministrationcertifyingservice-connecteddisabilityorpurpleheartmedal, disabled(DPHHSDisabilityCertification),bytheclosingdate.TheStateofMontanaCareerssystemwillgeneratean email with instructions on how to submit preference documents. **Title:** *Financial Analysis Supervisor* **Location:** *Helena* **Requisition ID:** *25141190*
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