The Sr Manager, Finance is directly responsible for the strategic direction, operational excellence, and financial performance of one or more major finance functions (e.g., FP&A, Controllership, Revenue, or Corporate Finance). This role translates enterprise strategy into actionable financial plans, ensures disciplined execution across multiple teams, and serves as a key partner to executive leadership on matters of financial performance, risk, and resource allocation. This role owns significant budgets and financial outcomes, and plays a meaningful role in shaping functional and, at times, firm‑wide strategy. This job requires strong executive presence, deep technical finance expertise, and the ability to lead complex, cross‑functional initiatives in a regulated environment.
Primary Responsibilities
- Provide strategic and operational leadership for assigned Finance functions, ensuring alignment with firm strategy, financial objectives, and regulatory requirements.
- Translate enterprise and functional strategy into multi‑year financial plans, operating models, and execution roadmaps.
- Oversee financial planning, forecasting, and performance management processes; ensure accuracy, discipline, and insight in financial results and outlooks.
- Partner closely with executive leadership, business unit leaders, and functional heads to inform decision‑making on growth, investments, pricing, cost structure, and capital allocation.
- Lead through Directors and Senior Managers; set goals, priorities, and performance standards cascading across multiple teams.
- Own and manage significant budgets within the Workday Adaptive platform and financial resources; ensure appropriate controls, monitoring, and accountability for spend and outcomes.
- Ensure compliance with U.S. GAAP, internal finance policies, SOX requirements, and COSO‑aligned internal control frameworks.
- Oversee financial close, reporting, and analytical processes for assigned areas; ensure accuracy, timeliness, and audit readiness.
- Identify financial risks and opportunities; design and implement mitigation plans, scenario analyses, and sensitivity modeling to support leadership decisions.
- Drive continuous improvement and transformation initiatives across finance processes, data, systems, and controls, including automation and standardization.
- Serve as a senior finance representative in cross‑functional initiatives, system implementations, regulatory reviews, and audit engagements.
- Develop, coach, and retain high‑performing finance leaders; build succession plans and a strong leadership bench within the function.
- Establish and reinforce a culture of accountability, rigor, ethical judgment, and continuous improvement across the finance organization.
Required Knowledge & Experience
- Expert knowledge of core finance and accounting disciplines and systems, including financial planning and analysis, financial reporting, internal controls, and performance management.
- Strong understanding of U.S. GAAP, SOX, and COSO internal control principles, with experience operating in regulated environments.
- Demonstrated ability to lead large, complex finance teams through subordinate leaders and influence outcomes through others.
- Advanced strategic thinking and problem‑solving skills, with the ability to address highly complex, ambiguous, and multi‑dimensional business challenges.
- Intellectual curiosity, particularly as it pertains to implementing AI in the finance function, and the ability to lead through change
- Highly proficient in Microsoft Office including Excel and Outlook.
Qualifications
- Demonstrated experience leading others with accountability for large teams and complex operations.
- Experience in insurance, financial services, or other highly regulated environments strongly preferred.
- Bachelor's degree in finance required and/or comparable mix of education and experience.
- MBA, advanced degree and/or additional certifications highly preferred.
- 10+ years of experience in financial planning & analysis, corporate finance, or accounting required.
- Experience using Workday Financials, HCM, and Adaptive strongly preferred.
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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
- Expert knowledge of finance and accounting disciplines, including FP&A, financial reporting, internal controls, and performance management
- Strong understanding of U.S. GAAP, SOX, and COSO internal control principles
- Experience leading large, complex finance teams through subordinate leaders
- Advanced strategic thinking and problem-solving skills for complex, ambiguous business challenges
- Intellectual curiosity regarding implementing AI in Finance and ability to lead through change
- Highly proficient in Microsoft Office, including Excel and Outlook
- Experience leading others with accountability for large teams and complex operations
- Bachelor's degree in Finance or comparable education and experience
- 10+ years of experience in FP&A, corporate finance, or accounting
- Experience in insurance, financial services, or another highly regulated environment
- MBA, advanced degree, or additional certifications
- Experience using Workday Financials, HCM, and Adaptive
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℠.








