The Baldwin Group · 2 days ago
Financial Analyst
Tampa, FL
Full-time
Onsite
Entry Level
1+ years expThe Baldwin Group is seeking a Financial Analyst to work with their Finance team on strategic opportunities and financial modeling. The role involves creating operational reports, performing data analysis, and supporting business segment leaders with financial reporting and budgeting.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Performs data mining, analytics, concept development, and auditing
Supports business segment leaders by generating monthly and quarterly reports for discussion with respective team and partners
Develops ad-hoc reports to conduct data analysis
Interacts with Accounting team to generate monthly financial reports
Generates budgets across multiple business segments
Conducts advanced metric reporting
Participates in continuous quality improvement process
Qualification
Required
1+ years' experience in Private Equity, Investment Banking, Corporate FP&A, or Public Accounting
Background in working with professional service businesses
Bachelor's degree in Accounting, Finance, or Business with additional professional development or designations preferred, such as CFA
Experience with analyzing M&A transactions, including financial modeling and transaction execution
Proficiency in Microsoft Word, Excel, Access, PowerPoint, and system databases required
Strong analytical skills, including analysis, data collection, process mapping and troubleshooting for root cause
Must be detail-oriented and achieve timeline results
Must demonstrate the organization's core values, exuding behavior aligned with the firm's culture
Able to interact with various levels of leadership both inside and outside the organization
Company
The Baldwin Group
The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5BKey Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M
Leadership Team
Jim Roche
Chief Insurance Innovation Officer
Richard Tallo
Chief Marketing Officer at The Baldwin Group
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-13
Company data provided by crunchbase