Brightway Insurance
Job Description
Job Description
About Brightway Established in 2008, Brightway has grown to become one of the largest privately-owned property/casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.4 billion in annual premiums. Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients’ most important assets through consultation, curated choice, and confidence. While Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success.
Scope We are seeking an experienced and strategic Corporate FP&A Leader to own and evolve the company’s financial planning and analysis function in line with Brightway’s continued rapid growth. This role is critical to driving insights that inform executive decision-making, optimizing performance across a distributed and dynamic insurance distribution platform, and supporting growth through organic initiatives and potential M&A. This role offers a clear path for professional development with opportunities to collaborate with senior leadership across the company and contribute to projects that directly impact the company’s growth.
Job Responsibilities Lead the annual budgeting and long-range planning processes in coordination with business and department leaders – own the Long Range Plan
Partner with executive leaders to drive efficient growth and both near and long term ROI
Develop rolling forecasts with dynamic modeling capabilities to reflect business drivers, channel trends, and carrier economics
Lead financial diligence for potential M&A targets and support integration planning/execution
Developing and reporting on short-term and long-term cash forecasts and liquidity
Preparing debt covenant reporting, including prospective debt-covenant projections and stress-testing
Deliver actionable insights and dashboards to improve profitability, commission yield, agent productivity, and retention
Partner with sales, operations, technology and marketing to track KPIs, revenue and cost on an ongoing basis, including detailed monthly reviews; provide recommendations for improvement; identify potential growth and cost levers
Analyze contribution margin by product line, geography, and agent cohort
Provide discrete analyses as needed to inform and support key business decision-making as needed
Own monthly and quarterly financial reporting packages for the executive leadership team, investors and the board
Synthesize financial and operational data into clear, compelling narratives with visualizations
Support the preparation of board materials
Build strong relationships with department heads and serve as a thought partner on resource allocation and ROI
Work closely with accounting to ensure clean actuals and reconciliations, and support the monthly close process
Enhance FP&A tools, models, and reporting infrastructure, including evaluation of planning systems and opportunities for AI integration
Support integration of acquisitions, new carriers, and product launches into planning frameworks
Qualifications & Experience 8–10 years of experience in FP&A, corporate finance, investment banking, consulting, or similar roles
Prior experience managing and developing finance teams; ability to scale function from lean to leveraged
Strong proficiency in financial modeling, Excel, and data visualization tools (e.g., Power BI, Tableau) and modelling tools (e.g., Planful, Adaptive)
Working knowledge of GAAP financials and accounting principles
Demonstrated ability to lead cross-functional projects and influence senior leadership High attention to detail with an ability to synthesize complexity into clarity
Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus
Demonstrated effective team building and management skills
Equal Employment Opportunity: Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law. We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.
Job Description
About Brightway Established in 2008, Brightway has grown to become one of the largest privately-owned property/casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.4 billion in annual premiums. Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients’ most important assets through consultation, curated choice, and confidence. While Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success.
Scope We are seeking an experienced and strategic Corporate FP&A Leader to own and evolve the company’s financial planning and analysis function in line with Brightway’s continued rapid growth. This role is critical to driving insights that inform executive decision-making, optimizing performance across a distributed and dynamic insurance distribution platform, and supporting growth through organic initiatives and potential M&A. This role offers a clear path for professional development with opportunities to collaborate with senior leadership across the company and contribute to projects that directly impact the company’s growth.
Job Responsibilities Lead the annual budgeting and long-range planning processes in coordination with business and department leaders – own the Long Range Plan
Partner with executive leaders to drive efficient growth and both near and long term ROI
Develop rolling forecasts with dynamic modeling capabilities to reflect business drivers, channel trends, and carrier economics
Lead financial diligence for potential M&A targets and support integration planning/execution
Developing and reporting on short-term and long-term cash forecasts and liquidity
Preparing debt covenant reporting, including prospective debt-covenant projections and stress-testing
Deliver actionable insights and dashboards to improve profitability, commission yield, agent productivity, and retention
Partner with sales, operations, technology and marketing to track KPIs, revenue and cost on an ongoing basis, including detailed monthly reviews; provide recommendations for improvement; identify potential growth and cost levers
Analyze contribution margin by product line, geography, and agent cohort
Provide discrete analyses as needed to inform and support key business decision-making as needed
Own monthly and quarterly financial reporting packages for the executive leadership team, investors and the board
Synthesize financial and operational data into clear, compelling narratives with visualizations
Support the preparation of board materials
Build strong relationships with department heads and serve as a thought partner on resource allocation and ROI
Work closely with accounting to ensure clean actuals and reconciliations, and support the monthly close process
Enhance FP&A tools, models, and reporting infrastructure, including evaluation of planning systems and opportunities for AI integration
Support integration of acquisitions, new carriers, and product launches into planning frameworks
Qualifications & Experience 8–10 years of experience in FP&A, corporate finance, investment banking, consulting, or similar roles
Prior experience managing and developing finance teams; ability to scale function from lean to leveraged
Strong proficiency in financial modeling, Excel, and data visualization tools (e.g., Power BI, Tableau) and modelling tools (e.g., Planful, Adaptive)
Working knowledge of GAAP financials and accounting principles
Demonstrated ability to lead cross-functional projects and influence senior leadership High attention to detail with an ability to synthesize complexity into clarity
Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus
Demonstrated effective team building and management skills
Equal Employment Opportunity: Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law. We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.