Finance Manager
Baldwin Group Colleague • Tampa, Florida • Full Time
Posted on Sat, May 9, 2026
PRIMARY RESPONSIBILITIES:
Oversee budgeting and forecasting process and act as liaison between Executive Team, Operational Leadership, Accounting, and Finance in developing assumptions, building, reviewing, and presenting budget and ongoing forecast scenarios
Direct the preparation of monthly financial reporting packages, dashboards, and annual/quarterly board materials for senior management.
Support business segment leaders by working with the Accounting team to help generate monthly and quarterly reports & synthesize insights for discussion with respective team and partners
Identify opportunities for process improvements in financial planning, reporting and analysis by leveraging best practices and tools to enhance efficiency and effectiveness.
Support executive leadership team’s efforts to conduct scenario modeling for new initiatives and perform any ad hoc report requests
Collaborate with Leadership and Corporate Development team on various strategic projects & initiatives
Perform data mining, analytics, concept development, and auditing to support executive decision making
Conduct advanced metric reporting to help track strategic initiatives for multiple business segments
Lead and mentor FP&A financial analyst, providing guidance, support, and development opportunities to ensure high performance and professional growth
Additional responsibilities as assigned.
KNOWLEDGE, SKILLS & ABILITIES:
Strong knowledge of financial principles, accounting standards, and regulatory requirements.
Proficient in financial modeling, analysis, and reporting.
Strong analytical and problem-solving skills, with attention to detail.
Excellent communication and presentation skills to effectively communicate financial information to stakeholders.
Advanced proficiency in financial software and Microsoft Excel.
Ability to work in a fast-paced environment and manage multiple priorities.
EDUCATION & EXPERIENCE:
Bachelor's degree in finance, accounting, business administration, or a related field. An advanced degree (e.g., MBA) or professional certification (e.g., CFA, CPA) is highly desirable.
7 years of progressive experience in finance, preferably within the insurance industry or a related financial services sector.
Experience in Adaptive Workforce Planning and Financial Reporting 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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