27 applicants
RogersGray, A Baldwin Risk Partner · 5 days ago
Financial Analyst
Tampa, Florida, US
Full-time
Onsite
Mid Level
1+ years exp
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Maximize your interview chancesEmployee BenefitsFinancial Services
Insider Connection @RogersGray, A Baldwin Risk Partner
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
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Required
1+ years' experience in Private Equity, Investment Banking, Corporate FP&A, or Public Accounting or professional internships in Finance.
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
RogersGray, A Baldwin Risk Partner
#1 "Best Agency to Work For" in the United States - Insurance Journal Top #100 Largest Agencies in the United States - Insurance Journal Boston Globe's "Top Places to Work" Boston Business Journal's "Best Places to Work" (2017-2021) RogersGray, A Baldwin Risk Partner, offers thoughtful, tailored strategic solutions to our clients, their families, and their companies.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jeff Bastien
Partner, Senior Vice President of Employee Benefits
John Foley
Partner, Senior Vice President of Employee Benefits at RogersGray
Company data provided by crunchbase
