Sr. Accounting Manager, MIS

The Baldwin Group

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 Sr Accounting Manager supports the Mainstreet Insurance Services division of Baldwin and oversees a team of accounting professionals, ensuring the accuracy and compliance of all accounting activities. They develop accounting strategies, implement policies, and prepare financial reports to aid in decision-making. This role requires strong leadership skills and the ability to collaborate with management to achieve financial goals.

Requirements

In-depth knowledge of GAAP and insurance accounting principles (e.g., statutory accounting, policyholder accounting, commission accounting).
Strong leadership skills with the ability to manage and develop a high-performing accounting team.
Excellent analytical and problem-solving skills, with the ability to interpret complex financial data specific to the insurance brokerage industry and provide meaningful insights.
Advanced proficiency in financial software systems and Microsoft Excel.
Ability to think critically about business processes and be a solution architect
Be a change agent, drive accountability, and develop trust with cross-functional partners.
Exceptional attention to detail and accuracy, with the ability to meet strict deadlines.
Excellent communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels.
Demonstrated ability to drive process improvement initiatives and implement best practices within the insurance brokerage context.
Bachelor’s degree in accounting, finance, or a related field.
A minimum of 8-10 years of progressive experience in accounting or related field.

Nice To Haves

CPA certification is highly desirable.
Experience in Medicare or health insurance related industry preferred.

Responsibilities

Oversee daily operations—including journal entries, reconciliations, financial analysis, and month‑end close activities—across Cash, Revenue, and Advisor Payables to ensure accuracy and timeliness.
Help to maintain data integrity through process adherence and development, review, and controls.
Evaluate process efficiencies through automation and third party resources to reduce manual intervention and improve accuracy.
Stay updated on changes in accounting regulations related to the insurance industry and proactively assess their impact on the company's financial reporting practices.
Ensure compliance with relevant insurance accounting standards and maintain effective internal controls over financial reporting.
Prioritize functions as an individual contributor while multi-tasking and have ability to adapt to changes
Comprehend, analyze, and interpret the most complex accounting topics
Build and maintain relationships with segment leadership and throughout the organization
Effectively interact and communicate with management and colleagues on the most sensitive issues
Develop full understanding of the key risks and controls within all segment processes and at entity level
Effectively interact and communicate with internal audit and external audit.
Responsible for oversight of complete team's execution of segment controls to ensure compliance with SOX documentation
Demonstrate ability to review the most complex analyses, including identifying and supporting key assumptions in accordance with SOX
Establishes team goals and consistently meets established goals
Consistently demonstrates ability to manage a team with multiple projects with competing deadlines
Lead and mentor a team of accounting professionals, providing guidance, training, and performance feedback to enhance their skills and professional development.
Demonstrate ability to identify, coach, and mentor talent within department
Foster a collaborative and results-driven work environment, promoting teamwork and cross-functional cooperation.