The Baldwin Group · 1 week ago
Director of Accounting, Growth Services
Tampa, Florida, US
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expThe Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. The Director of Accounting will oversee all accounting functions within the Retail Brokerage Operations, ensuring compliance with GAAP and providing leadership to the accounting team.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Oversee the preparation of monthly, quarterly, and annual financial statements. Ensure that all accounting policies and procedures are in compliance with GAAP while maintaining a strong control environment in compliance with SOX
Manage the month-end close process and all accounting operations. Produce management prepared financial statements no later than the 8th business day of each month
Collaborate with key finance colleagues to investigate significant changes in KPIs and prepare MD&A presentations to inform discussions with key stakeholders
Compile data to assist with preparation of the annual budget and quarterly forecasts
Lead various ad hoc and process improvement projects to standardize processes and improve efficiency
Coordinate the provision of information to both internal audit and external auditors during quarterly reviews and the annual audit
Serve as a key partner to the CAO and other senior leaders, providing financial analysis and driving strategic initiatives, including business acquisitions and integration of those businesses
Supervise the accounting team, providing mentorship, support, and development opportunities
Qualification
Required
Bachelor's degree in Accounting or Finance required
10+ years of accounting experience in a senior management role, preferably at a publicly traded company
CPA required
Strong knowledge of GAAP and experience applying accounting principles in complex situations
Experience designing and implementing controls in a SOX environment
Innovative thinker, with a track record for translating strategic thinking into action plans and output
Excellent interpersonal, written, and verbal communication skills, with the ability to communicate effectively with all levels of the organization
Strong leadership and people management skills, with experience managing and developing a team
Detail-oriented, with the ability to multitask and work well under pressure
Preferred
Experience in insurance brokerage highly preferred
Experience with NetSuite accounting software highly preferred
Experience with agency management systems including Applied Epic and BrokerageBuilder a plus
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
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
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