Technical Accountant
PhantomSalary not specified
Financial Reporting & Technical Accounting Manager at Foundation Risk Partners
Tampa, Florida, United States
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Risk ManagementIndustries
Requirements
- US GAAP and SEC Rules knowledge
- Experience with financial reporting processes
- Strong attention to detail
- Ability to work with confidential information
- Excellent communication and interpersonal skills
Responsibilities
- Preparation, review, and analysis of the Company’s quarterly and annual financial statements and footnotes in accordance with GAAP in conjunction with the Company’s SEC filings
- Drafting, reviewing, and development of all sections of quarterly reports on Form 10-Q and annual reports on Form 10-K, including MD&A discussion, liquidity and capital resources, etc
- Maintaining supporting documentation and review tie-out validation procedures for all deliverables
- Working with all levels of management to understand and present financial results and fluctuations between periods
- Review of latest accounting literature and disclosure requirements to ensure that the Company’s external financial reports are in accordance with GAAP
- Researching technical accounting topics impacting the Company and preparation of technical accounting memoranda and analyses
- Reviewing and updating, as needed, the Company’s accounting policies on an annual basis
- Tag and review XBRL for quarterly and annual reports within financial reporting software
- Participate in maintaining internal processes and controls to accurately compile information for disclosures
- Preparation and review of the quarterly earnings release and investor presentation
- Preparation and review of the annual proxy statement and other SEC filings
- Communication with external auditors to facilitate efficiencies in reporting process
- Contribute to enhancing efficiency of the financial reporting process and improving functionality of financial reporting software
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this position remote or does it require office work?
The position is primarily remote with potential for onsite meetings.
What is the salary for this Financial Reporting & Technical Accounting Manager role?
Salary is not specified; details will be provided during the application process.
What skills are required for this position?
Required skills include US GAAP and SEC Rules knowledge, experience with financial reporting processes, strong attention to detail, ability to work with confidential information, and excellent communication and interpersonal skills.
What does the company do and what industry is it in?
The Baldwin Group is an award-winning insurance brokerage firm (NASDAQ: BWIN) that provides commercial insurance, risk management, employee benefits, and more to clients across the U.S. and abroad.
How should I apply for this role and what makes a strong candidate?
Application details are not provided in the job description; check the Baldwin Group’s website for instructions. Strong candidates will have US GAAP and SEC Rules knowledge, financial reporting experience, and excellent communication skills.
Foundation Risk Partners
Insurance brokerage and consulting services
About Foundation Risk Partners
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.
Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation
Risks
Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.
Differentiation
Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.
Upsides
AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.
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