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
- 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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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.
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