Senior Financial Analyst

The Baldwin Group • Tampa, FL

5d • Hybrid

About The Position

Westwood Insurance Agency is seeking a highly analytical and proactive FP&A professional who thrives in a fast-paced, collaborative environment. The ideal candidate is someone who enjoys turning complex financial and operational data into meaningful business insights, while partnering closely with leadership to support strategic decision-making. This person should be comfortable working independently, building financial models, identifying trends, and communicating findings clearly to both finance and non-finance stakeholders.

Requirements

• Bachelor’s Degree Finance, Accounting, and or Business Degree
• 3-4 years of relevant FP&A, Corporate Development or related work experience.
• Very good knowledge of Microsoft Office tools especially Excel

Nice To Haves

• Preference for someone in the insurance industry.
• insurance licenses including CPCU or Affiliated, P&C licensing etc.
• Experience with process automation and utilization of Anthropic AI tools a plus
• Analyze information and use logic/rationale that connects various concepts
• Ability and Utilize effective research and investigative techniques
• Quick Learner in picking up insurance concepts and implementing into analysis
• Understanding of General Accounting (Preference)
• Experience with AI tools and process automation is preferable.

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 to support group deliverables.
• Develop and Automate models to transform data into meaningful, clear, concise management reporting.
• Collaborate with Technology and Data & Analytics business partners to build and implement AI-centric reporting, modeling, and business insight solutions.
• 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.
• Ability to work primarily independently of Manager.
• Contribute to positive work environment by demonstrating cultural expectations and influencing others to reward performance and “can do” attitude.

Benefits

• The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior