Business Analyst

brightway; Charlotte (NC); On-site; USD 75,000 - 110,000; Full time

Job summary

Brightway Insurance is seeking a proactive Business Analyst to partner with the Executive Leadership Team in Charlotte. You will drive operational improvements, digital transformations, and data-driven growth by building robust financial models and analyzing large datasets.

This role requires exceptional communication skills, strong quantitative abilities, and the capacity to translate numbers into actionable business strategies, collaborating across internal teams, PE sponsors, and external

Qualifications

• Bachelor's degree in business, finance, mathematics, economics, or related field with strong academics.
• 2+ years of analytical and quantitative experience leveraging large datasets for financial impact analyses.
• Experience developing financial models, scenario analysis, and investment/valuation assessments.
• Strong communication skills with executives and cross-functional teams.

Responsibilities

• Collaborate with Executive Leadership to implement operational improvements and digital transformations.
• Develop financial models to evaluate opportunities and support decision-making; perform scenarios and valuations.
• Aggregate and analyze business data from multiple sources for project teams and leadership.
• Ensure data accuracy across sources and maintain data integrity for analytics.
• Create and run queries/reports to support analytical projects.

Skills

Interpersonal communication

Analytical thinking

Quantitative analysis

Financial modeling

Cross-functional collaboration

Education

Bachelor's degree

Master's degree preferred

Job description

Scope

The Business Analyst will be a key contributor to our organization, working closely with the Executive Leadership team to drive operational improvements, digital transformations, and leverage data science for organizational growth. This role requires strong analytical and quantitative skills, proficiency in financial modeling, and exceptional communication abilities to collaborate effectively with internal teams, private equity sponsors, and external stakeholders. Continue your career at Brightway Insurance while not only focusing on mathematics but incorporating the numbers into real world applications.

Job Responsibilities

• Work closely with Executive Leadership Team to implement operational improvements, digital transformations, and leverage data science capabilities for growth.
• Develop financial models to evaluate investment opportunities and support decision-making processes. This includes scenario analysis, return projections, and valuation assessments.
• Aggregates and performs statistical analysis on business data based on requests from project teams or senior leadership.
• Integrates data from multiple data sources or functional areas, ensures data accuracy and integrity, and updates data as needed.
• Writes queries or reports to provide data for various analytical projects.
• Interprets data to identify business trends, conduct root cause analysis of business problems, or suggest areas for process improvement.
• Collaborate with cross-functional internal teams, PE sponsors, and external stakeholders to drive successful outcomes.
• Evaluate and create performance metrics dashboards to drive performance management across the organization and help Executive Leadership Team set organizational benchmarks
• Prepare board materials, quarterly reports, and presentations for Executive Leadership Team and external stakeholders.

Skills, Licenses, Certifications

• Exceptional interpersonal and communication skills, capable of working effectively in a team and with senior executives.
• Self-starter with a high level of initiative, attention to detail, and the ability to manage multiple projects simultaneously.
• Strong organizational, written and verbal communication skills

Education and Experience

• Bachelor's degree with experience in business, finance, mathematics, economics, and/or related field, with record of strong academic performance; Master's degree preferred.
• 2+ years' experience with strong analytical and quantitative skills, with proficiency in leveraging large datasets to perform financial impact analysis

About Brightway

Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation’s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development.

We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets.

Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.

We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.