Financial Consultant

Company: Genesis10
Location: Milwaukee
Posted on: March 6, 2025

Job Description:

Genesis10 is seeking a Financial Consultant. This role is with an insurance company based in Milwaukee. The contract duration is 3+ months.

Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.

Responsibilities: Prepare and provide supervisory sign-off on net capital computation and various regulatory filings (FOCUS, SSOI, Form Custody, etc.)
Maintain internal control documentation relating to regulatory reporting policies and procedures
Build internal networking relationships and collaborate with Legal, Compliance, Risk, Finance/Accounting, and Products/Services teams to investigate and resolve issues, communicate adjustments, determine capital distributions, and provide regulatory and accounting guidance
Prepare and present financial results to the Board of Directors, Accounting Committee, Information Technology Steering Committee, and Executive Committee
Author internal memoranda on regulatory matters and status reporting
Act as a subject matter expert and liaison to externally independent auditors and regulators
Potentially supervising a staff of 5-10 employees


Requirements: Series 27 license: Essential for signing off on regulatory filings
Peoplesoft financials (General Ledger platform)
Subject matter expertise with the "Net Capital Rule" (SEA Rule 15c3-1)
SEC and Client regulatory filings, including FOCUS, SSOI, Form Custody, SIS/OBS, 17-H, Form Client
SIPC forms 6 and 7, Client and GASB assessments, audited financial statements to SEC/Client and State regulatory authorities
Preparation of internal financial statements and presentation to senior management


Compensation: Up to $68 per hour W2H

Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.

If you have the described qualifications and are interested in this exciting opportunity, please apply!

About Genesis10:
Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.

Benefits of Working with Genesis10:
--- Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
--- The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
--- Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
--- Behavioral Health Platform
--- Medical, Dental, Vision
--- Health Savings Account
--- Voluntary Hospital Indemnity (Critical Illness & Accident)
--- Voluntary Term Life Insurance
--- 401K
--- Sick Pay (for applicable states/municipalities)
--- Commuter Benefits (Dallas, NYC, SF)

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

#INDGEN10

Keywords: Genesis10, Milwaukee , Financial Consultant, Accounting, Auditing , Milwaukee, Wisconsin