Principal Responsibilities:
- Performs data mining, analytics, concept development, and auditing
- Supports business segment leaders by generating monthly and quarterly reports for discussion with respective team and partners
- Develops ad-hoc reports to conduct data analysis
- Interacts with Accounting team to generate monthly financial reports
- Generates budgets across multiple business segments
- Conducts advanced metric reporting
- Participates in continuous quality improvement process
Education, Experience, Skills and Abilities Requirements:
- 1+ years' experience in Private Equity, Investment Banking, Corporate FP&A, or Public Accounting
- Background in working with professional service businesses
- Bachelor's degree in Accounting, Finance, or Business with additional professional development or designations preferred, such as CFA
- Experience with analyzing M&A transactions, including financial modeling and transaction execution
- Proficiency in Microsoft Word, Excel, Access, PowerPoint, and system databases required
- Strong analytical skills, including analysis, data collection, process mapping and troubleshooting for root cause
- Must be detail-oriented and achieve timeline results
- Must demonstrate the organization’s core values, exuding behavior aligned with the firm’s culture.
- Able to interact with various levels of leadership both inside and outside the organization
Special Working Conditions:
- Fast-paced, multi-tasking environment
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Click here for some insight into our culture!
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.
Top Skills
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℠.
