Staff Accountant

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Provide accounting support and perform accounting tasks of moderate complexity and confidentiality • Support month-end, quarter-end, and year-end close processes • Prepare commission statement reconciliations in Excel to create payroll files and journal entries • Prepare commission true-up calculations and journal entries • Correct accrual entries for advisor commissions • Review work for accuracy and process-improvement opportunities • Provide customer service to regional growth leads, contracting, and external agents • Follow established processing protocols while analyzing opportunities for future changes • Back up team members and document responsibilities so processes are repeatable • Maintain documented accounting policies and procedures for the role • Identify opportunities to improve the organization, business segments, and processes • Escalate issues and discrepancies while identifying potential solutions

🎯 Requirements

• Four-year degree in accounting or a related field • At least three years of prior applicable work experience • Advanced Excel skills • Excellent computer skills in database management and record keeping • Working knowledge of US Generally Accepted Accounting Principles (GAAP) • Strong initiative and independence, balanced with team support • Effective written and verbal communication skills • Excellent organizational skills • Ability to meet accounting deadlines and schedules • Professional skepticism • Ability to demonstrate the organization’s core values and behavior aligned with the firm’s culture • Medicare commission, health, or insurance accounting experience is a plus