Baldwin Risk Partners
Job details
Job Type
Full-time
Full Job Description
Principal 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
Education, Experience, Skills and Abilities Requirements:
- 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.
Special Working Conditions:
Fast-paced, multi-tasking environment
Able to interact with various levels of leadership both inside and outside the organization
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 Firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.
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