Financial Operations Analyst

About the role

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.

Responsibilities

• 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.

Requirements

• 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.
• Able 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.

Skills

• 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.
• Able 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.

Qualifications

• 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.
• Able 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.

Benefits

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
• Additional information regarding this policy can be found on our careers page.

Pay

TBD

Schedule

TBD