Internal Audit & Risk Advisory Director – Insurance

Responsibilities

• Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business processes and systems.
• Lead insurance focused internal audit and controls engagements and teams.
• Plan and lead internal audit engagements for insurance organizations across P&C, life and health, reinsurance, and insurance adjacent operations such as MGAs and TPAs.
• Evaluate process and control design and operating effectiveness across common insurance functions.
• Apply a risk-based approach to identify what matters, test efficiently, and deliver clear and practical recommendations, while supporting Model Audit Rule and SOX programs.
• Lead Model Audit Rule 205 readiness, implementation, and ongoing administration, including risk and control scoping, documentation, testing, deficiency evaluation, and remediation tracking.
• Lead SOX design and implementation or enhancement work, including process narratives and flows, control design, testing, and coordination with external audit.
• Help clients build sustainable control programs that balance regulatory expectations with operational efficiency.
• Draft clear audit issues that tie to business impact, root cause, and realistic remediation.
• Develop and present results to executive management and audit committees when required.
• Maintain strong workpaper quality and documentation discipline consistent with internal audit standards and Baker Tilly methodology.
• Manage engagements and develop yourself and our people.
• Coach and develop managers, seniors, and associates through review, feedback, and hands on guidance.
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in your professional development individually and through participation in firm wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
• Enjoy friendships, social activities and team outings that encourage a work-life balance.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field required.
• 12+ years of experience in public accounting, consulting, or insurance organization required.
• Experience leading internal audit engagements and developing and growing client relationships in a public accounting or consulting firm preferred.
• Hands-on experience with one or more of the following required:
• Internal audit planning, execution, and reporting.
• Model Audit Rule 205 or comparable insurance ICFR frameworks.
• SOX implementation or ongoing compliance.
• Process, controls, and governance improvement.
• Insurance industry experience required. Experience in more than one of property & casualty, life & annuity, or health payers preferred.
• CPA or CIA designation(s) required.
• 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.