Accounting Analyst - The Baldwin Group

Posted 4 Days Ago
Be an Early Applicant
Tampa, FL
1-3 Years Experience
Insurance
The Role
The Accounting Analyst provides accounting support and performs a variety of tasks within the Agency Bill team at The Baldwin Group. Responsibilities include processing payments, accounts receivable, completing ad hoc requests, client research projects, reconciliations, and troubleshooting. Requires some advanced coursework or 0-2 years of accounting experience, knowledge of GAAP, computer skills, and effective communication.
Summary Generated by Built In

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

Position Summary:

The Accounting Analyst provides accounting support and performs a variety of tasks. He/she performs a variety of work utilizing judgment within prescribed standards and procedures and will work with a team of Accountants within Agency Bill.

Principal Responsibilities:

  • Processes payments through various websites and BRP bank accounts.

  • Process accounts receivable payments

  • Completion of ad hoc requests.

  • Assist with client research projects.

  • Reviews accounts for discrepancies and reconciles differences.

  • Exhibits ownership over assigned tasks.

  • Complete bank and balance sheet reconciliations.

  • Ability to research and troubleshoot.

  • Team player

Education, Experience, Skills and Abilities Requirements:

  • Some advanced coursework in Accounting or 0 to 2 years of Accounting experience

  • General knowledge of Generally Accepted Accounting Principles (GAAP).

  • Experience in Insurance accounting is preferred, but not required.

  • Excellent computer skills in database management and record keeping.

  • Moderate to advance knowledge of Microsoft Excel and Outlook.

  • Effective written and verbal communication skills.

  • Must possess excellent organizational skills.

  • Exhibits professional skepticism.

  • Must demonstrate the organization’s core values, exuding behavior aligned with the firm’s culture.

Special Working Conditions:

Fast-paced, multi-tasking environment.

Must be able to interact effectively with various levels of colleagues both inside and outside the accounting organization.

Important Notice:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the Firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.

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Top Skills

Excel
The Company
HQ: Tampa, Florida
3,080 Employees
On-site Workplace

What We Do

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.

In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.

At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.

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