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The Baldwin Group

Sr. Accounting Manager, MIS

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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.

PRIMARY RESPONSIBILITIES:

  • Oversee daily operations—including journal entries, reconciliations, financial analysis, and monthend 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.

KNOWLEDGE, SKILLS & ABILITIES:

  • 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.

EDUCATION & EXPERIENCE:

  • Bachelor’s degree in accounting, finance, or a related field. CPA certification is highly desirable.

  • A minimum of 8-10 years of progressive experience in accounting or related field.

  • Experience in Medicare or health insurance related industry preferred.

IMPORTANT NOTICE:
  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract.  The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.  All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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