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 Sr. Financial Analyst to join our growing team in Daytona Beach or Orlando, FL.
Reporting to the Director of FP&A, the Sr. Financial Analyst will assist the FP&A team primarily in the areas of budgeting, forecasting, financial planning, ad hoc analysis, and operational initiatives. This role will be responsible for 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 Center’s in Arrowhead Intermediaries.
How You Will Contribute:
- 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 ensuring explanations are clear, concise and adequately explain any variances.
- Analyze and track results relating to year-on-year growth, profitability, performance to budget and forecast across a broad range of metrics in support of business and finance leaders while seeking to optimize business performance.
- Review/Prepare budgets and forecasts across supported Profit Centers.
- Partner with Profit Center Leaders and senior leadership to enhance the financial analysis of the business including developing/fine tuning metrics and measures to increase insight on performance drivers of the business which provide senior leadership with clear, actionable business intelligence.
- Develop and maintain strong working relationships with Finance team, Profit Center Leaders, Senior Leaders, Accounting Centers Of Excellence, and operational teams throughout the organization.
- Provide standard and ad hoc analysis; look for new ways to analyze the business and drive productivity.
- Review/Prepare analysis, commentary, and presentation material for monthly, quarterly and annual financial review meetings.
- Assist with creation of PowerPoint presentations to senior leadership for both internal and external purposes that bring the data to life through compelling visualizations.
- Partner with stakeholders and functional peers to assist with the implementation of newer 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.
Skills & Experience to Be Successful:
- A minimum of 5+ years of experience in an analyst role.
- Must have experience in 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 suite; focus on Excel and PowerPoint.
- Proficiency in Microsoft Power BI preferred but not required.
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”.
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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.
