Financial Examiner

Job Description:

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence  – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.

At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

Noble Consulting Overview:

Noble Consulting Services, Inc. is a nationwide consulting firm providing a full range of services to insurance regulators. Through our deep experience as former regulators, big-4 managers, and insurance industry professionals, as well as highly motivated recent graduates, we are recognized for our understanding of the insurance industry, regulatory environment, and emerging challenges.  We serve regulators throughout the nation who trust us in both routine and unique situations. 

Headquartered in Indianapolis, we have multiple offices and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.

Position Summary:

A Financial Examiner is needed to perform as an associate to assist the EIC on risk-focused statutory examinations.  The Financial Examiner will be responsible for performing procedures within established budgets and schedules, providing supervisor advance notice when areas are near completion, and obtaining designations necessary for advancement.

A Financial Examiner should obtain sufficient knowledge, background and experience to perform the financial examinations, which may include, but is not limited to, obtaining certifications such as the Associate Financial Examiner (AFE) and Certified Financial Examiner (CFE), each sponsored by the Society of Financial Examiners.  Annual training is provided for both industry specific and specialized areas.

Responsibilities:

General

Gain an understanding of the Risk Focused approach. Gain an understanding of statutory accounting. Assist in supervising interns. Become efficient in using TeamMate and other tools utilized in examinations. Perform tasks assigned.

Service clients

• Understand the expectations of your supervisor and other team members.
• Provide supervisor with regular status updates and areas in which further instruction is needed.
• Proactively identify issues or potential issues and bring them to the attention of the supervisor.
• Provide supervisor / EIC with useful, actionable information throughout the examination with suggested solutions for problems identified.
• Proactively communicate with supervisor regarding the status of the area assigned.
• Be professional both on site and near the company.
• Be accessible and responsive.

Monitor and meet budgets

• Work with supervisor / EIC to determine reasonable scopes, timelines, and budgets.
• Perform within established budgets and schedules.
• Proactively communicate with supervisor regarding potential issues that may impact budget.  Try to foresee these types of occurrences and offer potential solutions.
• Provide supervisor advance notice when areas are near completion.

Ensure quality of work product

• Understand the project and your responsibilities.
• Communicate ideas for potential improvements.
• Communicate with supervisor potential issues.

Expand business and/or network

• Participate in meetings, lunches, and dinners when included if possible.
• Learn key contacts and companies and departments associated with projects.

Personal Development

• Participate in project debriefing.
• Ensure you participate in evaluations as per policy.
• Embrace opportunities to expand responsibility.
• Obtain designations necessary for advancement.
• Expand knowledge of insurance industry and the framework of the insurance regulation.

Deliver conclusions and work product

• Communicate throughout engagement.
• Provide conclusions in work performed.

Preferred Requirements/Qualifications:

• Bachelor’s degree in mathematics, accounting, insurance, business administration, mathematics, or economics.
• Auditing experience at a CPA firm or insurance company. (preferred)
• Prior insurance regulatory experience. (preferred)
• Experience performing risk-focused examinations. (preferred)

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. 

KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.