Role Description Are you interested in joining one of the fastest growing public accounting firms? Are you interested in being part of a National Practice in a premier Risk Services Practice? If yes, consider joining Baker Tilly (BT) as a Risk Advisory Services Principal. Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial principals in our field. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! What you’ll do: - Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience, an environment where associates can learn and grow, and financial success obtained through growth and sound fiscal decision making. - Translate firm vision and strategy into an actionable business plan, provide specific objectives to be accomplished and monitor progress. - Team with marketing to develop sales and marketing plans, investigate and pursue areas for expansion of services within existing client base while also pursuing new clients, actively participate in proposals. - Coordinate firm resources to ensure the best products and services are provided to clients. - Ensure your team members are provided with meaningful training and development opportunities, are appropriately challenged by increasingly complex work, are presented with timely and thoughtful feedback, and are positively recognized for their efforts. - Oversee the profitability of the practice to include effective utilization of personnel, appropriate rates for services provided, timely collection of fees. - 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 systems to ensure technology risks are managed. - Develop in-depth knowledge of clients’ businesses and industries by having direct client interaction while working on multiple aspects of an engagement. - Think independently and strategically about your clients’ business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes and business objectives. - Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks. - Assess, manage and optimize business risk across a wide range of areas, including operational audit, enterprise risk management (ERM) and SOX compliance. - Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients. - Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning risk advisory opportunities. - Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies. - Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service. - Lead professional and effective presentations to internal and external audiences. Qualifications - Strong candidates are recognized industry experts with well-rounded experience working with risk services, specifically: - Bachelor’s Degree in Accounting, Accounting Information Systems, or related program. - CPA or CIA designation(s) required. - Twelve (12)+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls, with internal audit experience in the technology, real estate, life sciences, financial services or healthcare preferred. - Seven (7)+ year(s) of supervisory experience, mentoring and counseling associates. - Successful track record of building and growing a Risk Advisory practice, including building a team, a client base and managing revenue. - Proven track record of new business development. - Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. - Ability to travel as needed for client engagements.

• Help prevent, analyze and develop guidelines for suspicious and fraudulent transactions • Assist with compliance, internal controls, crisis management and the security of personal information and property • Lead development projects and strategic initiatives that are complex and innovative • Make recommendations on the planning and execution of complex projects and initiatives • Coordinate with stakeholders working in various fields • Serve as a specialist advisor and subject matter expert

Role Description The Senior Associate, Morbidity Underwriting Risk & Quality Solutions is an advanced individual contributor responsible for ensuring the quality, consistency, and effectiveness of morbidity underwriting decisions across Long Term Care and Individual Disability Insurance. This role owns morbidity underwriting quality insights, monitoring, and reporting, and plays a critical role in identifying trends, assessing adherence to guidelines, and driving improvements to underwriting practices, tools, and processes. The individual operates with a high degree of independence, applying deep underwriting expertise and analytical judgment to evaluate outcomes, influence decision-making, and support continuous improvement across underwriting and modernization efforts. What You’ll Do: - Quality Oversight & Case Review - Perform post-decision reviews of LTC and IDI underwriting cases to assess accuracy, consistency, and alignment with morbidity underwriting guidelines. - Apply expert judgment to evaluate whether underwriting decisions are equitable, balanced, and aligned with intended risk outcomes. - Identify decision inconsistencies, guideline deviations, training opportunities, and areas of elevated risk. - Trend Analysis & Insight Generation - Own monitoring and analysis of morbidity underwriting quality trends across products, cohorts, and distribution channels. - Identify patterns in decisioning, including inconsistencies, leakage, or emerging risks. - Develop and maintain dashboards and reporting to track quality metrics and performance over time. - Process Improvement & Recommendations - Drive recommendations to improve underwriting quality and consistency, including: - Training needs - Updates to underwriting guidelines and procedures - Enhancements to rules, tools, and systems - Partner with underwriting leadership to prioritize and implement improvements. - Cross-Functional Collaboration & Influence - Collaborate with Morbidity Underwriting Managers, Product, and Underwriting Modernization teams to translate insights into actionable improvements. - Provide input into model evaluation, rule changes, and system enhancements impacting morbidity underwriting. - Facilitate working sessions to align stakeholders on findings, root causes, and solutions. - Subject Matter Expertise & Governance Support - Serve as a subject matter expert in morbidity underwriting quality and best practices. - Ensure adherence to underwriting guidelines, regulatory requirements, and internal standards. - Support governance routines by providing clear, data-driven insights into underwriting performance and quality. Qualifications - 5–10+ years of experience in life/health, LTC, or IDI underwriting with strong morbidity expertise. - Deep understanding of underwriting guidelines, risk assessment, and decision frameworks. - Experience reviewing complex underwriting decisions and identifying inconsistencies or risk patterns. - Strong analytical skills with ability to synthesize data and generate actionable insights. - Experience with reporting and data visualization tools (e.g., Excel, Qlik, Tableau, Power BI, SQL). - Proven ability to influence cross-functional stakeholders without direct authority. - Strong written and verbal communication skills. Requirements - Experience in underwriting quality control, audit, or second-line review functions. - Experience supporting underwriting automation, models, or rules engines. - Experience using AI tools or willingness to research and build AI tools for efficiency of reviews. - Industry designations (FLMI, FALU, DIA, DIF LTCP). - Experience working in Agile or product-based environments. Benefits - Full package of benefits for employees, including leave programs, adoption assistance, and student loan repayment programs. - Annual discretionary bonus eligibility. - Incentive program participation eligibility. Company Description At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. - Diverse business portfolio creates opportunities to make a difference across industries and communities. - Recognized as one of Fortune’s World’s Most Admired Companies. - Commitment to improving local communities through employee giving and volunteerism.

• Support risk and litigation activities by investigating incidents, gathering documentation, and coordinating with internal stakeholders, hospital partners, and external organizations. • Manage professional liability, commercial, and employment-related claims from intake through resolution, working closely with insurance carriers, third-party administrators, attorneys, and practice leadership. • Maintain and track claims, legal matters, and related documentation within a matter management system, including reporting, service of process review, and litigation support. • Assist with risk assessment, claims analysis, reserve evaluations, outside counsel management, and identification of trends or issues requiring escalation. • Contribute to risk management initiatives, education, compliance efforts, and continuous improvement of claims, litigation, insurance, and investigation programs.