Senior Financial Operations Analytics & Automation Analyst

Reposted 6 Days Ago
Maitland, FL, USA
In-Office
Senior level
Insurance
The Role
The Senior Financial Operations Audit Analyst manages audits, mentors team members, and enhances audit methodologies while executing compliance and financial reviews using data analytics.
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 Senior Financial Operations Analytics & Automation Analyst to join our growing team in Maitland, FL!

The Senior Financial Operations Audit Analyst involves financial and compliance review and significant recruiting and mentoring of other teammates. The Senior Financial Operations Audit Analyst plays a key leadership role within the Financial Operations Audit (FOA) team, responsible for planning, executing, reviewing and managing audit fieldwork across financial, operational, and compliance areas.

This role combines strong internal audit fundamentals with increasing use of data analytics and automation to enhance audit efficiency, coverage, and insight. Senior Analysts are expected to independently manage audits, mentor team members, and contribute to the evolution of FOA methodologies, including continuous audit and automated testing where applicable.

How You Will Contribute: 

  • Execute financial and operational audits, including planning, fieldwork, testing, documentation, and issue validation, in accordance with approved audit plans

  • Evaluate the design and operating effectiveness of internal controls, including SOX/ICFR where applicable

  • Draft clear audit observations, practical recommendations, and support preparation of draft and final reports

  • Apply data analytics and automation to audit planning and testing (e.g., population analysis, exception testing, trend analysis)

  • Use tools such as Power BI, Excel/Power Query, and AI‑assisted tools (e.g., Copilot) to analyze data and support repeatable or continuous audit procedures

  • Partner with stakeholders to understand processes, data sources, and risks, and communicate audit objectives and results to technical and non‑technical audiences

  • Support remediation tracking and follow‑up of audit findings

  • Mentor junior team members and contribute to the enhancement of audit methodologies, templates, and analytics capabilities

  • Assist with special projects and departmental initiatives as needed

Skills & Experience to be Successful:

  • Bachelor's in accounting or finance

  • 3+ years of experience in internal audit, public accounting, or a related assurance role

  • Highly motivated with strong collaboration, organizational, and attention to detail skills

  • Solid understanding of accounting principles with the ability to apply them to document reviews and process evaluations

  • Comfortable with fast paced activity and ability to prioritize multiple audits to meet deliverable dates

  • Excellent written and verbal communication skills

  • Willingness to pursue required technical education and insurance designations; CPA or CIA preferred or actively pursuing

  • Willing and able to travel; minimal

  • Demonstrated experience applying data analytics to audit or financial analysis (preferred)

  • Proficiency with Excel and at least one analytics or reporting tool (e.g, Power BI, Excel/Power Query, etc) (preferred)

  • Experience leveraging AI‑assisted tools (e.g., Microsoft Copilot) to support analysis, reporting, documentation, and workflow efficiency within Excel, Power BI, and Microsoft 365 applications (preferred)

  • Experience with audit automation, continuous auditing, or continuous monitoring concepts (preferred)

  • Exposure to ERP systems (e.g., Workday) or GRC platforms (e.g., Archer) (preferred)

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.

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

  • Bachelor's in accounting or finance
  • 3+ years of experience in internal audit, public accounting, or a related assurance role
  • Excellent written and verbal communication skills
  • Willingness to pursue required technical education and insurance designations; CPA or CIA preferred
  • Demonstrated experience applying data analytics to audit or financial analysis
  • Proficiency with Excel and at least one analytics or reporting tool
  • Experience leveraging AI-assisted tools
  • Experience with audit automation or continuous auditing concepts
  • Exposure to ERP systems or GRC platforms
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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.

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