Why MSI? We thrive on solving challenges. As a leading MGA, MSI combines deep underwriting expertise with insurer risk capacity to create specialized insurance solutions that empower distribution partners to meet customers’ unique needs. We have a passion for crafting solutions for the important risks facing individuals and businesses. We offer an expanding suite of products – from fully-digital embedded renters coverage to high-value homeowners insurance to sophisticated commercial coverages, such as cyber liability and habitational property – delivered through agents, brokers, wholesalers and other brand partners.
Our partners and customers count on us to deliver exceptional service through a dedicated team that makes rapid resolutions a priority. We simplify the insurance experience through our advanced technology platform that supports every phase of the policy lifecycle. Bring on your challenges and let us show you how we build insurance better.
The Senior Accountant is the division’s revenue-recognition expert on the Month-End Accounting team for our MGA insurance operations, reporting to the Director of Accounting. Early in each close, the role owns the revenue cycle then shifts to flux analytics, reconciliations, and SOX controls through the balance of the month, while partnering across internal teams and external carriers and agents.
Principal Responsibilities
- Review production reports; ensure revenue cycle accuracy from policy issuance through recognition.
- Prepare ASC 606 adjustments, accruals, and reserves within the monthly close timeline; review contract modifications for proper treatment.
- Perform flux/variance analytics with clear commentary for leadership.
- Reconcile policy-management-system outputs to the GL; investigate and resolve discrepancies.
- Prepare, maintain, and execute SOX business-process controls over the revenue cycle.
- Support quarterly close, audits, and external auditor requests.
- Act as Accounting’s primary contact on MGA policy system functionality and financial-system integrations.
- Partner with various internal teams: D&A, Development, Product, FP&A, Operations, and Billing to resolve discrepancies and improve processes.
- Drive continuous improvement in the accuracy and timeliness of financial reporting.
- Other duties as assigned.
Knowledge, Skills & Abilities
- Bachelor’s degree in accounting, finance, or related field; CPA strongly preferred.
- 4–6 years of accounting experience (insurance/MGA preferred).
- Strong ASC 606 and revenue recognition knowledge; familiarity with cash-basis reporting.
- Hands-on experience with policy administration systems and ERP integrations (NetSuite and/or Workday preferred).
- Strong month-end close experience (flux analytics, reconciliations) and SOX business-process controls.
- Excellent analytical, problem-solving, and communication skills; collaborates well internally and externally.
- Comfort adopting new technology and AI-driven tools.
- Ability to work independently and as part of a team; discretion and confidentiality.
- Demonstrates the organization’s core values.
Special Working Conditions
Fast-paced, multi-tasking environment.
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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 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 accounting, finance, or related field
- CPA
- 4-6 years of accounting experience (insurance/MGA preferred)
- Strong ASC 606 and revenue recognition knowledge
- Familiarity with cash-basis reporting
- Hands-on experience with policy administration systems and ERP integrations
- Experience with NetSuite and/or Workday
- Strong month-end close experience, flux analytics, and reconciliations
- Experience with SOX business-process controls
- Excellent analytical, problem-solving, and communication skills
- Comfort adopting new technology and AI-driven tools
- Ability to work independently and as part of a team; discretion and confidentiality
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℠.
