Senior Manager Finance (Tampa, FL Based)

Primary Responsibilities

Provide strategic and operational leadership for assigned Finance functions, ensuring alignment with firm strategy, financial objectives, and regulatory requirements. Translate enterprise and functional strategy into multi‑year financial plans, operating models, and execution roadmaps. Oversee financial planning, forecasting, and performance management processes; ensure accuracy, discipline, and insight in financial results and outlooks. Partner closely with executive leadership, business unit leaders, and functional heads to inform decision‑making on growth, investments, pricing, cost structure, and capital allocation. Lead through Directors and Senior Managers; set goals, priorities, and performance standards cascading across multiple teams. Own and manage significant budgets within the Workday Adaptive platform and financial resources; ensure appropriate controls, monitoring, and accountability for spend and outcomes. Ensure compliance with U.S. GAAP, internal finance policies, SOX requirements, and COSO‑aligned internal control frameworks. Oversee financial close, reporting, and analytical processes for assigned areas; ensure accuracy, timeliness, and audit readiness. Identify financial risks and opportunities; design and implement mitigation plans, scenario analyses, and sensitivity modeling to support leadership decisions. Drive continuous improvement and transformation initiatives across finance processes, data, systems, and controls, including automation and standardization. Serve as a senior finance representative in cross‑functional initiatives, system implementations, regulatory reviews, and audit engagements. Develop, coach, and retain high‑performing finance leaders; build succession plans and a strong leadership bench within the function. Establish and reinforce a culture of accountability, rigor, ethical judgment, and continuous improvement across the finance organization.

Required Knowledge & Experience

Expert knowledge of core finance and accounting disciplines and systems, including financial planning and analysis, financial reporting, internal controls, and performance management. Strong understanding of U.S. GAAP, SOX, and COSO internal control principles, with experience operating in regulated environments. Demonstrated ability to lead large, complex finance teams through subordinate leaders and influence outcomes through others. Advanced strategic thinking and problem‑solving skills, with the ability to address highly complex, ambiguous, and multi‑dimensional business challenges. Intellectual curiosity, particularly as it pertains to implementing AI in the finance function, and the ability to lead through change Highly proficient in Microsoft Office including Excel and Outlook.

Qualifications

Demonstrated experience leading others with accountability for large teams and complex operations. Experience in insurance, financial services, or other highly regulated environments strongly preferred. Bachelor's degree in finance required and/or comparable mix of education and experience. MBA, advanced degree and/or additional certifications highly preferred. 10+ years of experience in financial planning & analysis, corporate finance, or accounting required. Experience using Workday Financials, HCM, and Adaptive strongly preferred.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.