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Executive Financial Project Manager

Risk & Regulatory Consulting, LLC ("RRC")

(Remote-US based location)

Position Description

The Executive Project Manager isprimarily responsible for supporting the Executive Leadership team to develop and implement processes and procedures and to maximize efficiencies and effectiveness of the administrative staff and ensure compliance with all Firm policies and procedures. The candidate will provide support directly to the Operations Manager andwill perform support functions including managing projects; assisting with contracts between RRC and clients; providing support regarding practice development and marketing efforts; preparing and maintaining documents, such as creating and editing Excel, PowerPoint and Word documents; and developing and maintaining other ad-hoc reports. This position requires effective interpersonal and communication skills; a strong sense of urgency, critical thinking and analytical skills; a high level of confidentiality and discretion; the ability to manage multiple relationships and multiple priorities concurrently; and strong professional and ethical standards.

The applicant for this position will work closely with RRC's executive team members in a highly dynamic and fast-paced environment, and through project-based work for the RRC Partners and Managing Directors will learn about RRC's business and growth opportunities and sales model.This person should possess strong problem-solving skills, the ability to "think on-your-feet", and a strong desire to learn new things and develop new processes.We are looking for a candidate who can proactively work through challenges, make decisions, and offer solutions to improve efficiencies.

Responsibilities

Assume Accountability for High Quality Work Products

• Develop, implement and manage RRC policies and procedures and look for ways to improve areas, as needed
• Manage client contracts for RRC, ensuring compliance with revenue recognition rules and other important compliance matters
• Effectively use internal systems to generate various reports (e.g., spreadsheets) and various analytical tools for RRC engagements and leadership's oversight and management of projects - for example: set up and maintain client information within the practice management system to ensure quality control and firm compliance standards, compile and analyze various time reporting analyses, download and prepare data analysis from internal systems related to project time incurred, assist with other various ad hoc reporting areas
• Help track firm required compliance items
• Perform Quality Assurance ("QA") review of proposals and draft examination reports, as requested
• Assist in maintaining ownership of RRC's SharePoint Site and ensure important documents are filed on SharePoint as appropriate

Provide Leadership and Direction to Key Functions in Office

• Ensure integrity of high-quality work products are produced by Operational/Administrative staff
• Assist in managing employee new hire orientation process, coordinating closely with other disciplines and team members (e.g., Information Technology, Human Resources, etc.)
• Provide direction and leadership over the proposal process, where necessary, and also serve as a backup when required
• Oversee current updates to RRC marketing calendars, 50-state marketing grids for financial/market regulation opportunities, marketing literature, etc.; monitor current updates to team members' resumes/bios and help inspect the quality of these documents

Prepare Management Monitoring Reports and Assist with CFO-type Analysis

• Assist with monthly reporting to RRC leadership (e.g., hour forecasts, client realization, etc.)
• Prepare revenue tracking report and work closely with RRC Partners to ensure integrity of data; follows up on questions and unusual items
• Identify operational and technical inefficiencies and effectively communicate findings along with a proposed solution to leadership
• Oversee the proposal process to ensure message quality, format, and content meet the stated objectives and are consistent with firm wide strategy and communication guidelines.
• Prepare and manage RRC Team call presentations
• Perform other duties as assigned

Qualifications

• Bachelor's degree
• CPA is preferred
• 5-10+ years of relevant experience, preferably in Big 4, consulting or professional services firm
• Insurance industry experience is strongly preferred
• Excellent computer skills including MS Excel, Word, PowerPoint, and Outlook
• Demonstrated time management and project management skills
• Superior organization and "think outside the box" skills - e.g., the ability to develop creatively a reasonable and practical process and follow up as needed
• Strong personal accountability, proven critical thinking skills, and strong analytical skills
• Excellent communication skills and strong attention to detail with regards to spelling, grammar, mathematical accuracy (e.g., Excel formulas)and proofreading in all deliverables
• Self-motivated and strong a sense of urgency to meet deadlines
• Dynamic/flexible demeanor with outstanding interpersonal skills and a "can do" attitude
• Forward-thinking professional with a collaborative focus who can consult effectively with key constituents and become recognized as a valued "go to" resource on the team
• Resourceful/takes the initiative to research and take action when something needs attention
• Flexibility to work overtime, as needed, around Partners' scheduling challenges, when required
• Ability to balance multiple priorities and manage tasks to completion in a timely manner

• Effective decision making and a quick thinker

• Self-aware as to own strengths/weaknesses; willing to grow/develop professionally, including offering suggestions for continuous improvement vs. accepting 'status quo'
• Demonstration of ethical, integrity, and professional standards as outlined by the Firm

**When applying please add your resume as an attachment!**

Please do not auto generate resume from LinkedIn

Risk & Regulatory Consulting, LLC (RRC)was formerly a business segment of RSM US LLP (formerly McGladrey) until 2012 when the separate legal entity was formed. RRC is a strategic business partner with RSM providing actuarial and insurance industry consulting services to RSM clients.

Risk & Regulatory Consulting, LLC (RRC) is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. With over 100 experienced insurance professionals located in 22 states, we believe RRC is uniquely positioned to serve state insurance departments. We offer services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. We are a results oriented firm committed to success that builds long term relationships with our clients.

RRC is managed by seven partners and our practice includes full time professionals dedicated to our regulatory clients. We are focused on listening to your needs and designing customized examination, consulting, and training solutions that address your needs. We bring multiple service lines together to provide superior and seamless service to our clients. We are committed to training our customers and our team. We have developed various comprehensive in house training programs that have been tailored to meet the needs of our regulatory clients. We offer competitive pricing, outstanding experience, credentials and references. RRC is an active participant in the NAIC, SOFE, and IRES.

At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at .

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at .

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). However, those candidates who may be recent U.S. college / university graduates possessing 1-2 years of progressive and relevant work experience, excluding internships, in the U.S. or his/her home country would be eligible for hire as an experienced candidate and thus eligible for sponsorship.