Staff Accountant

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Staff Accountant provides a high degree of accounting support and performs a variety of accounting tasks of moderate complexity and a high level of confidentiality. They perform a variety of work utilizing judgment within prescribed standards (US GAAP) and procedures. The candidate will be heavily involved in month end, quarter end, and year end close processes.

PRIMARY RESPONSIBILITIES:

• Prepares correcting accrual entries for advisor commissions.
• Reconciles, adjusts, and maintains balance sheet accounts by preparing monthly account commission payable reconciliations.
• Prepares intercompany reconciliations and ensures that balances appropriately eliminate.
• Assist with month end close and newly acquired firms
• Reviews commission detail reports for accuracy and completeness
• Establish a strong working rapport with the advisor group
• Maintains a documented system of Accounting policies and procedures specific to role.
• Looks for opportunities to improve the organization, business segments, and processes.
• Brings issues and discrepancies to appropriate leader, while identifying potential solutions.
• Analyzes monthly performance compared to budget and designs ad hoc management reports for further transparency

KNOWLEDGE, SKILLS & ABILITIES:

• Excellent computer skills in database management and record keeping.
• Effective written and verbal communication skills.
• Must possess excellent organizational skills.
• Exhibits professional skepticism.

EDUCATION & EXPERIENCE:

• A four-year degree in Accounting with at least three years’ prior applicable work experience.
• Working knowledge of US Generally Accepted Accounting Principles (GAAP).
• Must demonstrate the organization’s core values, exuding behavior aligned with the firm’s culture.
• CPA track is a plus, but not required.

OTHER:

• Fast-paced, multi-tasking environment.
• Must be able to interact effectively with various levels of management both inside and outside the organization.
• Position is hybrid in Tampa, Florida

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.