Senior Financial Analyst

Baldwin Group Colleague•Tampa, FL

1d•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.