Financial Operations Analyst

Reposted 12 Days Ago
Greensboro, NC, USA
In-Office
Mid level
Insurance
The Role
Own data validation lifecycle, design controls and reporting for month-end revenue recognition, assess data flows across AMS/ImageRight/Dynamics, lead cross-functional process improvements, develop executive dashboards and KPIs, map workflows and data governance, and deliver data-driven recommendations to leadership.
Summary Generated by Built In

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 Operations Analyst to join our growing team in Greensboro, NC

 

The purpose of the Financial Operations Analyst is to serve as the subject-matter expert responsible for interpreting complex datasets, developing and making recommendations that influence business operations, financial reporting and leadership decision-making. The role exercises independent judgement to design standards, evaluate risks, and drive continuous improvement.

 

How You Will Contribute: 

  • Own the end-to-end data validation lifecycle; develop audit methodologies; evaluate estimated vs. actual transfer values; and resolve discrepancies using independent judgement, communicating findings and corrective actions to leadership.

  • Design and maintain reporting templates and controls that improve the accuracy of month-end revenue recognition related to transfers; advise Finance leadership on exceptions and control enhancements.

  • Establish and maintain organization-wide integrity standards monitoring procedures; ensure adherence and escalate risk items with recommended remediation.

  • Continuously assess data flows across platforms (e.g. AMS, ImageRight, Dynamics) and design improvements to capture critical fields and prevent quality defects.

  • Lead cross-functional process improvement initiatives, quantifying impact, defining success metrics, and implementing changes to procedures to elevate quality and operational performance.

  • Develop executive-level reporting frameworks, dashboards, and KPIs (e.g. retention, attrition, production, quote-to-bind), providing interpretive insights and recommendations that inform executive decisions.

  • Proactively identify data gaps and control weaknesses; recommend system enhancements, data model adjustments, and validation rules to improve quality at the source.

  • Map and evaluate end-to-end workflows; define critical data elements (CDEs), data ownership, and implement governance practices across stakeholder teams.

  • Perform additional data-driven or analytical projects as assigned, determining appropriate methodologies and communicating implications to stakeholders.

 

Skills & Experience to be Successful:

  • 4-year college degree from accredited university.

  • Proven experience in advanced data analysis, data governance, or business intelligence roles.

  • Advanced Excel and strong proficiency with analytics and visualization (e.g., Power BI)

  • Proficient knowledge with one or more of the following products: Vertafore AMS360, lmageRight, Microsoft Dynamics and Power Bl

  • Demonstrated ability to conduct complex analyses, identify root causes, and develop data-driven recommendations with minimal supervision.

  • Strong prioritization skills across multiple high-impact initiatives.

  • Ability to manage sensitive information with professional discretion and maintain high standards of confidentiality.

  • Exceptional communication skills; able to influence decisions through clear storytelling and evidence-based insights.

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

  • 4-year college degree from accredited university
  • Proven experience in advanced data analysis, data governance, or business intelligence roles
  • Advanced Excel skills
  • Strong proficiency with analytics and visualization tools such as Power BI
  • Proficient knowledge with one or more of the following products: Vertafore AMS360, ImageRight, Microsoft Dynamics
  • Demonstrated ability to conduct complex analyses, identify root causes, and develop data-driven recommendations with minimal supervision
  • Strong prioritization skills across multiple high-impact initiatives
  • Ability to manage sensitive information with professional discretion and maintain confidentiality
  • Exceptional communication skills; able to influence decisions through clear storytelling and evidence-based insights

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.

  • 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.
  • 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.
  • 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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Daytona Beach, FL
2,391 Employees
Year Founded: 1939

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.

Similar Jobs

Quora Logo Quora

Operations Analyst

Artificial Intelligence • Consumer Web • Digital Media • Machine Learning • Software
In-Office or Remote
4 Locations
240 Employees
80K-191K Annually

Wells Fargo Logo Wells Fargo

Customer Service Representative

Fintech • Financial Services
Hybrid
Charlotte, NC, USA
205000 Employees

Wells Fargo Logo Wells Fargo

Operations Associate

Fintech • Financial Services
Hybrid
Charlotte, NC, USA
205000 Employees

Wells Fargo Logo Wells Fargo

Supervisory Control Specialist

Fintech • Financial Services
Hybrid
Charlotte, NC, USA
205000 Employees
77K-133K Annually

Similar Companies Hiring

Globe Life Thumbnail
Insurance • Financial Services
McKinney, TX
3000 Employees
MassMutual India Thumbnail
Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana
Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account