<p>The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.</p> <p>Our Regional Director of Finance is an experienced leader who oversees the financial activities and health in one of our Insurance Advisory Solutions regions. This professional manages all financial aspects, including budgeting, forecasting, auditing, and strategic planning. They also analyze the region's financial strengths and weaknesses and suggest corrective actions and plans.</p> <p>PRIMARY RESPONSIBILITIES:</p> <ul> <li> <p>Responsible for the planning and execution of the budgeting process, forecasting process, and standard management monthly reporting, (operational KPI's, headcount analysis, advisor performance, etc.).</p> </li><li> <p>Acts as a business enabler, with a deep understanding of the operations of the business and the interaction of how business decisions are affecting financial outcomes.</p> </li><li> <p>Ensures complete knowledge of monthly results.</p> </li><li> <p>Directs colleagues in preparation of results for presentation to senior and executive management, with analysis of key drivers.</p> </li><li> <p>Leads presentation of results to executive management and business leaders.</p> </li><li> <p>Coordinates with regional finance leaders on standardization of reporting and providing business insight and analysis to enhance decision making of operations leaders.</p> </li><li> <p>Evaluates investment proposals from regional finance leaders and operations leaders for the best use of capital and return profiles.</p> </li><li> <p>Assists Executive Management with setting financial direction for the business.</p> </li><li> <p>Reviews input from regional finance and operations leaders to assist with strategic planning process.</p> </li><li> <p>Provides commentary and guidance for financial management with Business Leaders.</p> </li><li> <p>Collaborates closely with Operations, Accounting and Finance Teams to lead and drive other initiatives in the business which could include but is not limited to: reporting, strategic analytics with a focus on improving margins and identifying opportunities in the business for growth and efficiency.</p> </li><li> <p>Manages special projects and prepares presentations for senior management.</p> </li></ul> <p>KNOWLEDGE, SKILLS & ABILITIES:</p> <ul> <li> <p>Requires in-depth knowledge of financial terms, principles, and modeling.</p> </li><li> <p>Reviews complex financial/business analysis and reports prepared by direct reports.</p> </li><li> <p>Ability to analyze the most complex business/financial data and develop innovative solutions.</p> </li><li> <p>Develops and implements financial policies and procedures.</p> </li><li> <p>Approves and oversees department budget. Broad, in-depth understanding of Generally Accepted Accounting Principles (GAAP), concepts.</p> </li><li> <p>Excellent oral and written communication skills to communicate clearly and effectively with peers, business leaders and management.</p> </li><li> <p>Ability to comprehend, analyze, and interpret the most complex business documents.</p> </li><li> <p>Ability to effectively interact and communicate with management, colleagues, auditors, etc. and respond effectively to the most sensitive issues.</p> </li><li> <p>Ability to write reports using distinctive style.</p> </li><li> <p>Ability to motivate and work collaboratively with business partners, key colleagues, top management, and client groups on various projects.</p> </li></ul> <p>EDUCATION & EXPERIENCE:</p> <ul> <li> <p>10 - 12 years' experience in Corporate and public FP&A, CPA or MBA (graduate degree)</p> </li><li> <p>Experience with a financial modeling system such as Workday Adaptive.</p> </li></ul> <p>IMPORTANT NOTICE:</p> <ul> <li>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. </li></ul> <p>Click here for some insight into our culture!</p> <p>The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.</p>