The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Manager of Technical Accounting provides a high degree of accounting support and performs a variety of tasks of high complexity with a high level of confidentiality. He/she performs a variety of work utilizing judgment within prescribed standards (US GAAP) and procedures. The candidate will be responsible for all technical accounting matters impacting the Company, including drafting technical accounting memoranda and analyses.

PRIMARY RESPONSIBILITIES:

• Research technical accounting topics impacting the Company, prepare technical accounting assessments, and document conclusions in memoranda across, but not limited to, the following areas:

  • Calculate purchase price consideration in accordance with ASC 805

  • Prepare opening balance sheet adjustments to tangible assets and liabilities in accordance with ASC 805

  • Identify intangible assets acquired and liaison with valuation specialists to allocate consideration between acquired intangible assets and goodwill in accordance with ASC 805

  • Liaison with valuation specialists to value earn-out liabilities and performance-based restricted stock awards

  • Complete annual qualitative Step 0 goodwill impairment analysis and assess the need for quantitative Step 1

  • Prepare debt modification and extinguishment analyses

  • Read and review executed contracts with customers to determine appropriate revenue recognition methodology in accordance with ASC 606

  • Work closely with external tax advisors to assess the valuation allowance on the Company’s deferred tax assets

• Review and update the Company’s accounting policies, as needed.

• Maintain internal processes and controls to accurately compile information for financial statement disclosures.

• Communicate with external auditors to facilitate efficiencies in the quarterly review and annual audit processes.

EDUCATION & EXPERIENCE:

• Bachelor's degree in Accounting with CPA required. Experience ASC 606 analyses and preparation of revenue recognition memos and ASC 810 consolidation analyses and preparation of technical memos.

• 5+ years of prior applicable work experience in public accounting or corporate accounting at a public company, with at least 3 years of specific work experience in a technical accounting role.

• Experience in preparing technical accounting assessments and memoranda in the areas of business combinations, debt, and equity transactions is required.

• Experience preparing revenue recognition assessments is highly preferred.

• Strong knowledge of US Generally Accepted Accounting Principles (US GAAP).

• Ability to research technical accounting topics and accounting pronouncements.

• Ability to manage external vendors to meet precise deadlines.

• Strong analytical skills, including analysis, data collection and troubleshooting.

• Excellent attention to detail and strong organizational skills.

• Strong written and verbal communication skills.

• Proficiency in Microsoft Word and Excel.

• Must demonstrate the organization’s core values, exuding behavior aligned with the firm’s culture.

SPECIAL WORKING CONDITIONS:

• Fast-paced environment that is continually changing.

• Able to interact with various levels of leadership and colleagues.

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.

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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.