Log In
Sign Up
When, Millennial Specialty Insurance (“MSI”) partnered with Baldwin Risk Partners in 2019, we were a single-product tech-enabled renters insurance platform with only 18 colleagues. Today, MSI has grown to over 900 colleagues with more than 10 insurance products thru a combination of rapid organic growth and strategic, tech-enabled partnerships. Our goal is to produce proprietary products to our customers that are fast, easy to use, and customizable with a deep focus on the customer experience. We believe that through our scalable, tech-enabled, proprietary platform and products, we will fundamentally change the insurance industry. Internally, we are dedicated to a culture that has innovation at its core and providing a world class colleague experience. Since 2021, we have tripled our colleague headcount to support the growth of the business. MSI is looking for top talent to join our journey as we continue to grow. Come join us at Millennial Specialty Insurance, the MGA of the Future! The Finance Manager – FP&A will work closely with MSI’s Leadership, Finance & Strategy / Corporate Development teams in support of MSI’s rapid growth. This role involves the opportunity to work directly with (and learn from) leaders across BRP and MSI (including MSI’s co-founders and executive leadership team).
What You’ll Be Doing:
- Support business segment leaders by working with the Accounting team to help generate monthly and quarterly reports & synthesize insights for discussion with respective teams and partners
- Support executive leadership team’s efforts to conduct scenario modeling for new initiatives and perform any ad hoc report requests
- Perform data mining, analytics, concept development, and auditing to support executive decision making
- Support oversight of MSI’s budgeting and forecasting process – liaison between Executive Team, Operational Leadership, Accounting, and Finance in developing assumptions, building, reviewing, and presenting budget and ongoing forecast scenarios
- Support MSI’s 5-year strategic model, and scenario planning including balance sheet and cash flow forecasting
- Conduct advanced metric reporting to help track strategic initiatives for multiple business segments
- Help lead financial projects and initiatives, such as system implementations, process improvements, and cost optimization efforts.
- Foster a collaborative and supportive work environment, encouraging teamwork and knowledge sharing.
Education, Experience, Skills and Abilities Requirements:
The ideal candidate will have a demonstrated track record in one of the following: Private Equity, Investment Banking, Corporate FP&A, Management Consulting, or business development for a mature organization. Additional key characteristics include:
- Experience with collaboration across multiple functions (Operations, Accounting, IT, etc.)
- Bachelor’s degree in finance, accounting, business administration, or a related field. An advanced degree (e.g., MBA) and/or professional certification (e.g., CFA, CPA) is highly desirable.
- Insurance Industry background/experience is highly preferred.
- Experience with financial statement analysis, modeling, and reporting
- Experience with budgeting and forecasting processes, build, presentation, and story-boarding
- Proficiency with Microsoft Word, Excel, Access, PowerPoint, and system databases required
- Experience with NetSuite and Adaptive Insights is preferred
- Experience with report development using PowerBI or other visualization tools a plus
- Strong analytical skills, including analysis, data collection, process mapping and troubleshooting for root cause
- Must be detail-oriented and achieve timeline results
- Able to interact with various levels of leadership both inside and outside the organization
- Travel up to 10% may be required
- Preference to being located in Tampa, FL.
Click here for some insight into our culture!
