The Sr Financial Analyst works with the Finance team and business stakeholders on strategic opportunities, financial modeling, and other financial analysis. They also develop & produce financial/operational reports utilized to understand and communicate business unit achievement - including reporting monthly results, Forecasting, and Planning activities. This position works more inddependently and on more complex business matters than a Financial Analyst
PRIMARY RESPONSIBILITIES:
Analyze monthly financial results, including KPI’s, and identify/explain trends and changes from Plan/Prior Year, preparing related summaries/ management reports for business leaders and other key stakeholders.
Provide Monthly Reporting package and communicate results as needed.
Develop and Automate models to transform data into meaningful, clear, concise management reporting.
Assist in developing Plan and Forecast using various models, industry data, and insights from business leaders.
Develop Key understanding of the Expense and Revenue drivers of the business to be used in various modeling.
Support business opportunities by collaborating with business leaders and their teams and creating proformas and other adhoc analysis.
Contribute to positive work environment by demonstrating cultural expectations and influencing others to reward performance and “can do” attitude.
KNOWLEDGE, SKILLS & ABILITIES:
Strong knowledge of financial principles, accounting concepts, and financial modeling techniques.
Excellent analytical and problem-solving skills, with the ability to synthesize complex financial information and provide strategic insights.
Strong attention to detail, accuracy, and the ability to manage multiple priorities and meet deadlines.
EDUCATION & EXPERIENCE:
Bachelor’s Degree
Finance, Accounting, and or Business Degree
Experience 2-4 years of relevant work experience
Significant experience in financial analysis, budgeting, forecasting, and financial modeling, preferably in the insurance industry or a related financial services sector.
Experience in Adaptive Workforce Planning and Financial Reporting preferred.
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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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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