The Baldwin Group

Lead Financial Analyst

The Baldwin Group

full-time

Posted on:

Location Type: Hybrid

Location: Tampa • Florida • Massachusetts • United States

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Salary

💰 $100,000 per year

Job Level

Senior

About the role

  • Work directly with key stakeholders to assist in driving business decisions.
  • Analyze monthly financial results, including KPI’s, and identify/explain trends, preparing related summaries/management reports for business leaders and other key stakeholders.
  • Assist in building monthly reporting packages, decks and communication of results.
  • Develop and automate models to transform data into meaningful, clear, concise reporting/action plans.
  • Assist in developing Budget/Plan and Forecast using various models, industry data, and insights from business leaders.
  • Develop end-to-end product knowledge to support business decision making.
  • Help run projects and be able to mentor Junior/Senior Analysts on the team.
  • Collaborate with Technology and Data & Analytics business partners to build and implement AI-centric reporting, modeling, and business insight solutions.
  • Support business opportunities by collaborating with business leaders and their teams, creating proformas, and other ad-hoc analysis.
  • Ability and willingness to collaborate with key stakeholders and other cross-functional groups (Ops, Accounting, Technology, Data & Analytics, etc.)
  • Contribute to a positive work environment by demonstrating cultural expectations (Baldwin Group Azimuth) and influencing others to reward performance.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, and/or other relevant disciplines.
  • 3+ years of relevant work experience.
  • CPA or CFA preferred but not required.
  • Insurance licenses such as CPCU, Affiliated, P&C licensing, etc. a plus.
  • Experience with Workday suite of products and Adaptive Insights a plus.
  • Experience with process automation and utilization of Anthropic AI tools a plus.
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisKPI analysisdata modelingbudgetingforecastingprocess automationreportingad-hoc analysisAI-centric reportingproject management
Soft Skills
collaborationmentoringcommunicationinfluencingstakeholder engagementteamworkorganizational skillsproblem-solvingcultural awarenessleadership
Certifications
Bachelor's degreeCPACFACPCUP&C licensing