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The Director of Accounting, Retail will be responsible for overseeing all accounting functions within the organization’s Retail Brokerage Operations, which includes the Insurance Advisory Solutions and Mainstreet Insurance Solutions segments. Reporting to the Chief Accounting Officer, the Director of Accounting, Retail will provide leadership and direction to the accounting team, ensuring that all financial information is accurate, recorded timely, and in accordance with Generally Accepted Accounting Principles (GAAP). The role will require close collaboration with internal and external stakeholders.
Principal Responsibilities:
Oversee the preparation of monthly, quarterly, and annual financial statements. Ensure that all accounting policies and procedures are in compliance with GAAP while maintaining a strong control environment in compliance with SOX.
Manage the month-end close process and all accounting operations. Produce management prepared financial statements no later than the 8th business day of each month.
Collaborate with key finance colleagues to investigate significant changes in KPIs and prepare MD&A presentations to inform discussions with key stakeholders.
Compile data to assist with preparation of the annual budget and quarterly forecasts.
Lead various ad hoc and process improvement projects to standardize processes and improve efficiency.
Coordinate the provision of information to both internal audit and external auditors during quarterly reviews and the annual audit.
Serve as a key partner to the CAO and other senior leaders, providing financial analysis and driving strategic initiatives, including business acquisitions and integration of those businesses.
Supervise the accounting team, providing mentorship, support, and development opportunities.
Management and Supervisory Scope:
Directly lead Accounting Directors, Sr. Accounting Managers and Accounting Managers
Financial and Budget Accountability:
This role does not specifically manage a budget, but is responsible for a team of approximately 10-15 colleagues and will be involved in all aspects of hiring, promoting, and recruiting new colleagues.
Education, Experience, Skills and Abilities Requirements:
Bachelor's degree in Accounting or Finance required.
10+ years of accounting experience in a senior management role, preferably at a publicly traded company.
Experience in insurance brokerage highly preferred.
CPA required
Knowledge, Skills and Abilities:
Strong knowledge of GAAP and experience applying accounting principles in complex situations.
Experience designing and implementing controls in a SOX environment.
Innovative thinker, with a track record for translating strategic thinking into action plans and output.
Excellent interpersonal, written, and verbal communication skills, with the ability to communicate effectively with all levels of the organization.
Strong leadership and people management skills, with experience managing and developing a team.
Detail-oriented, with the ability to multitask and work well under pressure.
Experience with NetSuite accounting software highly preferred.
Experience with agency management systems including Applied Epic and BrokerageBuilder a plus.
Important Notice:
- 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 Firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.
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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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