Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown is seeking a Financial Business Transformation Lead - Projects to join our growing team!
This position acts as the bridge between Finance, Operations, and Technology to drive end-to-end business solutions. Serves as a strategic partner in financial transformation initiatives. Provides leadership across business analysis, solution design, and prioritization.
How You Will Contribute:
Lead business analysis efforts across complex, cross-functional initiatives (finance, MGA operations, premium accounting).
Propose and shape future-state solutions with a strong focus on scalability and financial integrity.
Influence prioritization of work based on business value, risk, and urgency.
Provide guidance and mentorship to other analysts (formal or informal leadership).
Ensure solutions align with accounting principles (e.g., revenue recognition, reporting accuracy).
Support critical reporting cycles (month-end, quarter-end) with proactive problem-solving.
Participate in meetings with Business, vendors, leadership, and Project Team where evaluation of systems are being discussed.
Interpret and comprehend the products and project objectives.
Identify and propose changes to systems and workflows based on areas in which are deemed inefficient, ineffective, costly to run, or time sensitive.
Develop and/or lead development of department policies, processes, and procedures of documentation.
Create training materials related to insurance and financial workflows.
Provide feedback to Director of Financial Projects, Project Manager, and applicable Business and Finance Leaders regarding best practice workflow or strategic direction decisions.
Communicate and coordinate with applicable leaders and vendors on issues, quality problems, and corrective actions.
Experience in effectively working in a large team environment, within the department and cross-functional teams, to solve multi-faceted business issues.
Licenses & Certifications:
CPA or equivalent accounting certification is preferred, but not required.
Insurance certifications preferred, but not required (AAI, CIC, ARM, etc.).
Skills & Experience to be Successful:
College degree required.
7–10 years’ business or leadership experience.
Requires excellent verbal and writing skills as well as strong math skills and a familiarity.
Basic understanding of managing full life cycle software development projects using structured project management processes.
Basic understanding of programming and concepts.
Ability to communicate technical information, both verbal and written to a wide range of teammates.
Demonstrated expertise in accounting/finance (premium accounting, GAAP, etc.).
Confident working with individuals at all levels of an organization in a consultative manner.
Process and workflow development and leadership experience.
Ability to effectively coach and mentor associates.
Pursuit of technical education required.
Available to travel approximately 5-10%.
Pay Range
$135,000 - $165,000 AnnualThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- 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.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
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”.
Skills Required
- College degree
- 7-10 years of business or leadership experience
- Excellent verbal and written communication skills
- Strong math skills
- Basic understanding of full life cycle software development projects and structured project management processes
- Basic understanding of programming concepts
- Ability to communicate technical information to a wide range of teammates
- Expertise in accounting and finance, including premium accounting and GAAP
- Consultative communication skills with individuals at all organizational levels
- Process and workflow development and leadership experience
- Ability to coach and mentor associates
- Pursuit of technical education
- CPA or equivalent accounting certification
- Insurance certification such as AAI, CIC, or ARM
Brown & Brown Insurance Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown & Brown Insurance and has not been reviewed or approved by Brown & Brown Insurance.
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Healthcare Strength — Healthcare offerings are broad, spanning medical/Rx, dental, vision, life, disability, and added programs alongside Lyra access with up to eight no‑cost coaching or therapy sessions for teammates and covered dependents. Breadth extends to fertility/adoption solutions, second‑opinion services, diabetes care, and Medicare advocacy.
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Retirement Support — The 401(k) program includes an employer match up to 4% (100% of the first 3% plus 50% of the next 2%) with immediate vesting. Savings support is positioned as a core element of the total‑rewards package.
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Equity Value & Accessibility — An Employee Stock Purchase Plan is available, and the company emphasizes an ownership mindset with a large share of teammates as shareholders. This creates accessible equity participation alongside retirement savings.
Brown & Brown Insurance Insights
What We Do
Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals. Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions. Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®. Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play. With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.
