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Financial Analyst

3 months ago

Tampa, United States Baldwin Risk Partners Full time

The Financial Analyst works with the BRP Finance team on strategic opportunities, financial modeling, and creates & produces operational reports that track service level standards and business unit achievement.

Principal 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
Education, Experience, Skills and Abilities Requirements:
  • 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
Special Working Conditions:
  • Fast-paced, multi-tasking environment


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