Oversee budgeting and forecasting process and act as liaison between Executive Team, Operational Leadership, Accounting, and Finance in developing assumptions, building, reviewing, and presenting budget and ongoing forecast scenarios
Direct the preparation of monthly financial reporting packages, dashboards, and annual/quarterly board materials for senior management.
Support business segment leaders by working with the Accounting team to help generate monthly and quarterly reports & synthesize insights for discussion with respective team and partners
Identify opportunities for process improvements in financial planning, reporting and analysis by leveraging best practices and tools to enhance efficiency and effectiveness.
Support executive leadership team’s efforts to conduct scenario modeling for new initiatives and perform any ad hoc report requests
Collaborate with Leadership and Corporate Development team on various strategic projects & initiatives
Perform data mining, analytics, concept development, and auditing to support executive decision making
Conduct advanced metric reporting to help track strategic initiatives for multiple business segments
Lead and mentor FP&A financial analyst, providing guidance, support, and development opportunities to ensure high performance and professional growth
Additional responsibilities as assigned.
Strong knowledge of financial principles, accounting standards, and regulatory requirements.
Proficient in financial modeling, analysis, and reporting.
Strong analytical and problem-solving skills, with attention to detail.
Excellent communication and presentation skills to effectively communicate financial information to stakeholders.
Advanced proficiency in financial software and Microsoft Excel.
Ability to work in a fast-paced environment and manage multiple priorities.
EDUCATION & EXPERIENCE:
Bachelor's degree in finance, accounting, business administration, or a related field. An advanced degree (e.g., MBA) or professional certification (e.g., CFA, CPA) is highly desirable.
7 years of progressive experience in finance, preferably within the insurance industry or a related financial services sector.
Experience in Adaptive Workforce Planning and Financial Reporting preferred.
- 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 organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Skills Required
- Bachelor's degree in finance, accounting, business administration, or a related field
- 7 years of progressive experience in finance
- Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CPA) is highly desirable
- Proficient in financial modeling, analysis, and reporting
- Experience in Adaptive Workforce Planning and Financial Reporting preferred
The Baldwin Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.
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Healthcare Strength — Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
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Leave & Time Off Breadth — Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
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Equity Value & Accessibility — Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.
The Baldwin Group Insights
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℠.
