Director of Accounting, Growth Services

The Baldwin Group•Tampa, FL

42d

About The Position

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 Director of Accounting, Retail will be responsible for overseeing all accounting functions within the organization’s Retail Brokerage Operations, which includes the Insurance Advisory Solutions and Mainstreet Insurance Solutions segments. Reporting to the Chief Accounting Officer, the Director of Accounting, Retail will provide leadership and direction to the accounting team, ensuring that all financial information is accurate, recorded timely, and in accordance with Generally Accepted Accounting Principles (GAAP). The role will require close collaboration with internal and external stakeholders.

Requirements

Bachelor's degree in Accounting or Finance required.
10+ years of accounting experience in a senior management role, preferably at a publicly traded company.
CPA required
Strong knowledge of GAAP and experience applying accounting principles in complex situations.
Experience designing and implementing controls in a SOX environment.
Excellent interpersonal, written, and verbal communication skills, with the ability to communicate effectively with all levels of the organization.
Strong leadership and people management skills, with experience managing and developing a team.
Detail-oriented, with the ability to multitask and work well under pressure.

Nice To Haves

Experience in insurance brokerage highly preferred.
Innovative thinker, with a track record for translating strategic thinking into action plans and output.
Experience with NetSuite accounting software highly preferred.
Experience with agency management systems including Applied Epic and BrokerageBuilder a plus.

Responsibilities

Oversee the preparation of monthly, quarterly, and annual financial statements.
Ensure that all accounting policies and procedures are in compliance with GAAP while maintaining a strong control environment in compliance with SOX.
Manage the month-end close process and all accounting operations.
Produce management prepared financial statements no later than the 8th business day of each month.
Collaborate with key finance colleagues to investigate significant changes in KPIs and prepare MD&A presentations to inform discussions with key stakeholders.
Compile data to assist with preparation of the annual budget and quarterly forecasts.
Lead various ad hoc and process improvement projects to standardize processes and improve efficiency.
Coordinate the provision of information to both internal audit and external auditors during quarterly reviews and the annual audit.
Serve as a key partner to the CAO and other senior leaders, providing financial analysis and driving strategic initiatives, including business acquisitions and integration of those businesses.
Supervise the accounting team, providing mentorship, support, and development opportunities.