M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years.M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.
We embrace a progressive, dynamic mindset for every role.M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Internal Audit Manager to join our team.
This position will work closely with management and M Team members to assess the Company's internal control environment and risk management framework.
RESPONSIBILITIES
Assessment of Internal Control Environment and Enterprise Risk Management (ERM)

• Collaborate with the ERM function to identify business risks and perform independent assessments of the effectiveness of the Company's ERM framework and risk mitigation strategies.
• Oversee and advise on control testing of certain business processes and risks.
• Independently manage the walkthrough, risk assessment, and control effectiveness testing phases of the Company's ICFR program, including analysis of results and providing periodic reports to relevant stakeholders on status of auditing efforts.
• Peer-review control testing performed by other members of Internal Audit and provide constructive feedback. For controls self-assessed by management, review testing results and judgmentally perform additional testing.
• Identify and document control or process gaps or inefficiencies and recommend appropriate solutions.
• Partner with business process owners to facilitate the development and maintenance of process and control design documentation; identify relevant areas to expand scope of ICFR program and manage the expansion.
• Provide knowledge and guidance of insurance industry laws, rules, and regulations; stay abreast of emerging trends and best practices in the industry.

Technology Audit Program

• Plan and lead assessments of key technology business processes, operations, and risks.
• Supervise testing performed by other members of Internal Audit and provide constructive feedback.
• Monitor the Technology Team's performance of the annual external network penetration test and remediation of identified gaps.
• Assist with the review of assessments of the annual Member Firm Information Security Policy questionnaire responses and help the Technology Team and MHS develop action plans to address identified gaps in policy compliance.

Internal Audit Program

• Oversee the Internal Audit Program's SharePoint software solution; recommend and implement improvements and coordinate any developmental efforts.
• Contribute to key management and Audit and Finance Committee reports and requests, answer questions and provide commentary as appropriate.
• Collaborate with MFH's external auditors to ensure adequate controls for verifying the accuracy and reliability of financial statement information, processes, and reports.
• Manage assigned audit projects from risk assessment and scoping through reporting results.
• Provide input into the development of the annual Internal Audit Plan (the Plan). Support the Vice President in the successful execution of the Plan.

Other Responsibilities

• Complete ad-hoc and periodic reports to support senior management's strategic planning processes.
• Provide support and assistance to Internal Audit and Financial Team peers, as requested.
• Work with and consult with other M Team members to identify risks and opportunities for process improvement and automation and assist with implementation of these improvements.

Miscellaneous

• Perform other duties as assigned

QUALIFICATIONS

• Bachelor's degree in accounting, business, or related field
• CPA certification required, CISA certification preferred
• Minimum of five (5) years progressively responsible experience in accounting and auditing, with at least three years in an audit supervisory capacity
• Knowledge of the Standards for the Professional Practice of Internal Auditing and the Code of Ethics developed by the Institute of Internal Auditors
• Experience with technology governance frameworks (e.g., COSO, COBIT)
• Excellent leadership, collaboration, and communication skills
• Well-developed computer skills, including strong proficiency with MS Excel, Word, Access, and the Internet; SharePoint experience a plus
• Ability to work independently, demonstrating initiative, drive, orientation to goal accomplishment, attention to detail and organizational skills
• Assist in the development of Internal Audit team colleagues through coaching and mentoring
• Ability to establish and maintain effective working relationships with Carriers, Member Firms, and fellow M Team members

COMPENSATION AND BENEFITS
Salary will be commensurate with relevant experience, knowledge, and skills.
You will also be eligible for an annual incentive plan bonus.
M Financial offers a comprehensive benefits package, including:

• Medical/Vision Insurance
• Dental Insurance
• Short-Term and Long-Term Disability Insurance
• Life Insurance
• Modern Health (Mental Health Therapy and Coaching)
• Empathy (Bereavement Support)
• Employee Assistance Program
• Life Insurance
• FSA (Health and Dependent Care)
• HSA (for qualified medical plan)
• Long-Term Care Insurance
• 401(k) Match
• Tuition Assistance

JOB CONDITIONS AND ENVIRONMENT

• Normal office environment/desk assignment
• Extensive use of PC's, computer terminal, display, keyboard, and mouse
• Extensive hands-on work with documents, spreadsheets, and other written documents
• Minimal travel (less than 5%)

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.
M Financial is proud to be an equal opportunity workplace.