Position Details

Type Full-Time

Experience lead

Exp. Years 3+ years

Education Bachelor’s degree in Finance, Accounting, Economics, or related disciplines

Category Finance & Accounting

About this role

Lead Financial Analyst at The Baldwin Group focusing on budgeting/forecasting, end-to-end data modeling, and AI-assisted reporting. Remote-friendly with hybrid preference in Tampa or Boston; CPA/CFA and insurance licenses are a plus.

Key Responsibilities

Analyze monthly financial results and trends
Develop and automate models
Build budgeting/forecasting packages
Create proformas and dashboards
Mentor analysts

Technical Overview

Financial analytics stack includes Workday and Adaptive Insights; emphasis on Excel-based modeling, GAAP knowledge, and automation tools; AI tooling optional but valued.

Ideal Candidate

The ideal candidate is a finance professional with 3+ years of experience, strong modeling and budgeting/forecasting skills, and familiarity with Workday and Adaptive Insights. CPA/CFA and insurance licensing are aPlus; comfortable with hybrid/remote work and capable of guiding analytics and automation initiatives.

Must-Have Skills

Bachelor’s degree in FinanceAccountingEconomicsand/or related disciplines3+ years of relevant work experience

Nice-to-Have Skills

CPA or CFA preferredInsurance licenses such as CPCUWorkday experienceAdaptive Insights experienceProcess automation experienceAnthropic AI tools experience

Tools & Platforms

WorkdayAdaptive InsightsExcelAnthropic AI tools

Required Skills

Bachelor’s degree in FinanceAccountingEconomicsand/or related disciplines; 3+ years experience; Workday; Adaptive Insights; Budgeting; Forecasting; Financial modeling; Proformas; Excel; GAAP; Process automation; Anthropic AI tools

Hard Skills

WorkdayAdaptive InsightsExcelGAAPSQLProformasBudgetingForecastingData modelingAnthropic AI toolsProcess automation

Soft Skills

CommunicationLeadershipMentorshipStorytelling with dataCross-functional collaboration

Certifications

Preferred

Certified Public Accountant (CPA)Chartered Financial Analyst (CFA)

Industry & Role

Industry Insurance

Job Function Drive financial planning, analysis, and reporting to enable data-driven decision making.

Role Subtype Financial Analyst

Keywords for Your Resume

Lead Financial Analyst - MSIWorkdayAdaptive InsightsBudgetForecastFinancial modelingProformasExcelGAAPProcess automationAnthropic AI toolsAI toolsInsuranceCPCUCPA3+ yearsRemoteHybridTampaBostonLead Financial AnalystAnthropic AI

Deal Breakers

Less than 3 years of relevant experience, No Bachelor’s degree in finance/accounting/economics, No familiarity with Workday or Adaptive Insights, unwilling to work in a hybrid remote arrangement in Tampa/Boston

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