Financial Business Transformation Lead – Projects

Job not on LinkedIn

🔥 13 hours ago

🌲 Oregon – Remote

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💵 $135k - $165k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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Logo of Brown & Brown Insurance

Brown & Brown Insurance

10,000+ employees

Founded 1939

💸 Finance

🛡️ Insurance

Finance • Insurance

Brown & Brown Insurance is one of the largest independent insurance brokerages globally, providing a comprehensive range of risk management solutions. Established in 1939, the company offers personal and business insurance, employee benefits, and various national programs. Brown & Brown is committed to diversity, inclusion, and belonging, fostering a culture that values talent and experience. With over 500 locations, the company is well-positioned to meet the diverse needs of its clientele and is listed on the New York Stock Exchange under the ticker BRO. The firm's strategic focus on mergers and acquisitions highlights its disciplined growth strategy.

📋 Description

• Act as the bridge between Finance, Operations, and Technology to drive end-to-end business solutions • Serve as a strategic partner in financial transformation initiatives • Lead business analysis across complex, cross-functional initiatives involving finance, MGA operations, and premium accounting • Propose and shape scalable future-state solutions with financial integrity • Influence work prioritization based on business value, risk, and urgency • Provide guidance and mentorship to other analysts • Ensure solutions align with accounting principles, including revenue recognition and reporting accuracy • Support month-end and quarter-end reporting cycles through proactive problem-solving • Participate in system evaluation meetings with business teams, vendors, leadership, and project teams • Interpret products and project objectives • Identify and propose changes to inefficient, ineffective, costly, or time-sensitive systems and workflows • Develop or lead department policies, processes, procedures, and documentation • Create training materials for insurance and financial workflows • Provide strategic workflow and direction feedback to the Director of Financial Projects, Project Manager, and business and finance leaders • Coordinate with leaders and vendors on issues, quality problems, and corrective actions • Collaborate within large departmental and cross-functional teams to solve multifaceted business issues

🎯 Requirements

• College degree required • 7–10 years’ business or leadership experience • Excellent verbal and writing skills • Strong math skills and 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, including premium accounting and GAAP • 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% • CPA or equivalent accounting certification preferred, but not required • Insurance certifications preferred, but not required (AAI, CIC, ARM, etc.)

🏖️ Benefits

• 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 • Paid Time Off • Holidays • Preferred Partner Discounts

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