Senior Financial Analyst - Westwood Insurance

Baldwin Group Colleague, Inc.; Tampa (FL); On-site; USD 76,500 - 93,500; Full time

Job summary

Baldwin Group Colleague, Inc. is seeking a proactive FP&A professional in Tampa, Florida. This role involves analyzing financial data, developing reporting packages, and collaborating with leadership to support strategic decisions.

The ideal candidate will have a Bachelor’s Degree and 3-4 years of relevant experience, preferably in the insurance sector. The starting compensation is $85,000 annually, with opportunities for growth in a dynamic, equal opportunity environment.

Qualifications

• 3–4 years of relevant FP&A or Corporate Development experience.
• Insurance industry experience preferred.
• Understanding of general accounting principles.

Responsibilities

• Analyze monthly financial results and identify trends.
• Develop and automate models for concise management reporting.
• Collaborate with Tech and Data teams for AI-centric solutions.

Skills

Strong analytical skills

Experience with AI tools

Effective research techniques

Microsoft Excel proficiency

Education

Bachelor’s Degree in Finance, Accounting, or Business

Job description

Role Overview

We are seeking a highly analytical and proactive FP&A professional who thrives in a fast-paced, collaborative environment. The ideal candidate enjoys turning complex financial and operational data into meaningful business insights while partnering closely with leadership to support strategic decision-making. This person will work independently, build financial models, identify trends, and communicate findings clearly to both finance and non-finance stakeholders.

Responsibilities

• Analyze monthly financial results, including KPIs, and identify and explain trends and changes from plan/ prior year. Prepare related summaries and management reports for business leaders and key stakeholders.
• Provide monthly reporting package and communicate results as needed to support group deliverables.
• Develop and automate models to transform data into clear, concise management reporting.
• Collaborate with Technology and Data & Analytics partners to build and implement AI‑centric reporting, modeling, and business insight solutions.
• Assist in developing plan and forecast using various models, industry data, and insights from business leaders.
• Develop a key understanding of the expense and revenue drivers of the business for use in various modeling.
• Support business opportunities by collaborating with leaders and their teams, creating pro‑formas and other ad hoc analysis.
• Work primarily independently of a manager and contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and a “can‑do” attitude.

Qualifications

• Education: Bachelor’s Degree in Finance, Accounting, or Business.
• Experience: 3–4 years of relevant FP&A, Corporate Development, or related work experience. Preference for someone with experience in the insurance industry.
• Licenses: Insurance licenses including CPCU or Affiliated, P&C licensing, etc.
• Experience with process automation and utilization of AI tools is a plus.
• Strong analytical skills with the ability to apply logic and rationale to connect various concepts.
• Effective research and investigative techniques.
• Quick learner in picking up insurance concepts and implementing them into analysis.
• Understanding of general accounting principles and strong knowledge of Microsoft Office, especially Excel.
• Experience with AI tools and process automation is preferable.
• Travel: 10% overall; if outside Tampa area, 20–25%.

Compensation

Starting Compensation: $85,000 + annually.

Equal Employment Opportunity

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.