Brown & Brown
Overview
Brown & Brown is seeking a Sr. Financial Analyst to join our team in Daytona Beach or Orlando, FL. Reporting to the Director of FP&A, the role supports budgeting, forecasting, financial planning, ad hoc analysis, and operational initiatives, focusing on data analytics, metrics optimization, and the implementation of new policies, procedures and initiatives, as well as creating a business partnership with teammates across supported Profit Centers.
Responsibilities
Mentor and train financial analysts.
Work closely with the Director of FP&A in all financial planning & analysis and decision support functions across supported Profit Centers.
Review/prepare income statement fluctuations with clear explanations for variances.
Analyze and track results relating to year-on-year growth, profitability, performance to budget and forecast across a broad range of metrics to support business and finance leaders while optimizing performance.
Review/prepare budgets and forecasts across supported Profit Centers.
Partner with Profit Center Leaders and senior leadership to enhance financial analysis of the business, developing metrics and measures to increase insight on performance drivers and provide actionable business intelligence.
Develop and maintain strong working relationships with Finance, Profit Center Leaders, Senior Leaders, Accounting Centers Of Excellence, and operational teams.
Provide standard and ad hoc analysis; identify new ways to analyze the business and drive productivity.
Review/prepare analysis, commentary, and presentation materials for monthly, quarterly and annual financial review meetings.
Assist with creation of PowerPoint presentations for senior leadership that bring data to life through visualizations.
Partner with stakeholders to implement finance tools including Workday Adaptive Budget and Forecasting system, standardized Agency Management system, Data Warehouse, Risk Match, Carrier Scorecard analysis, and other technology initiatives across Arrowhead Intermediaries.
Other duties as assigned.
Qualifications
A minimum of 5+ years of experience in an analyst role.
Experience delivering projects and initiatives that deliver measurable financial results with a focus on driving organic growth.
Bachelor’s degree in Finance, Accounting or related business discipline; Master’s degree preferred but not required.
FPAC or CFA designation preferred but not required.
Expert level proficiency in Microsoft Excel and PowerPoint.
Proficiency in Microsoft Power BI preferred but not required.
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Accounting/Auditing
Industries
Insurance
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Responsibilities
Mentor and train financial analysts.
Work closely with the Director of FP&A in all financial planning & analysis and decision support functions across supported Profit Centers.
Review/prepare income statement fluctuations with clear explanations for variances.
Analyze and track results relating to year-on-year growth, profitability, performance to budget and forecast across a broad range of metrics to support business and finance leaders while optimizing performance.
Review/prepare budgets and forecasts across supported Profit Centers.
Partner with Profit Center Leaders and senior leadership to enhance financial analysis of the business, developing metrics and measures to increase insight on performance drivers and provide actionable business intelligence.
Develop and maintain strong working relationships with Finance, Profit Center Leaders, Senior Leaders, Accounting Centers Of Excellence, and operational teams.
Provide standard and ad hoc analysis; identify new ways to analyze the business and drive productivity.
Review/prepare analysis, commentary, and presentation materials for monthly, quarterly and annual financial review meetings.
Assist with creation of PowerPoint presentations for senior leadership that bring data to life through visualizations.
Partner with stakeholders to implement finance tools including Workday Adaptive Budget and Forecasting system, standardized Agency Management system, Data Warehouse, Risk Match, Carrier Scorecard analysis, and other technology initiatives across Arrowhead Intermediaries.
Other duties as assigned.
Qualifications
A minimum of 5+ years of experience in an analyst role.
Experience delivering projects and initiatives that deliver measurable financial results with a focus on driving organic growth.
Bachelor’s degree in Finance, Accounting or related business discipline; Master’s degree preferred but not required.
FPAC or CFA designation preferred but not required.
Expert level proficiency in Microsoft Excel and PowerPoint.
Proficiency in Microsoft Power BI preferred but not required.
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Accounting/Auditing
Industries
Insurance
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr