Finance Business Partner

001 Brown & Brown, Inc; Portland (OR); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Aid

Tuition Reimbursement

Mental Health Services

Paid Time Off

Job summary

Brown & Brown is seeking a Finance Business Partner to join our growing team. The Finance Business Partner supports the region through finance and operations functions, FP&A, and strategic planning.

Additionally, this role is responsible for financial management, including financial reporting, budget and forecast preparation, while working closely with our Senior Finance Business Partners, Team Leaders, and Profit Center Leaders.

Qualifications

• 3-5 years' of experience in an Accounting or Finance position.
• Proficient with Microsoft Office Suite.
• Ability to travel 10-20% of the time; travel may include B&B offices and events.
• Bachelor's degree in Finance or Accounting.

Responsibilities

• Prepares financial statements, budgets, forecasts, and reports for corporate.
• Liaises between COE and Profit Center to troubleshoot and correct issues.
• Compiles data for month-end, ensures data integrity and accuracy.
• Analyzes financial details to identify opportunities and improvements.
• Mentors and trains Finance & Operations Specialists; supports senior staff.

Skills

Finance/Accounting

MS Office proficiency

Travel 10-20%

Education

Bachelor's degree in Finance or Accounting

Tools

Microsoft Excel

Job description

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 Finance Business Partner to join our growing team! The Finance Business Partner supports the region through finance and operations functions, FP&A, and strategic planning. Additionally, this role is responsible for financial management, including financial reporting, budget and forecast preparation, while working closely with our Senior Finance Business Partners, Team Leaders, and Profit Center Leaders.

How You Will Contribute:

• Prepares financial statements, business activity reports, financial position forecasts, annual budgets, and/or reports required by the corporate office.
• Acts as the liaison between the Center of Excellence (COE) and the Profit Center to help troubleshoot, make corrections, and answer questions.
• Compiles and reviews data and reports for accuracy while ensuring procedure protocols are followed to support month-end and ad hoc finance & accounting functions.
• Analyzes financial details to identify development opportunities and areas where improvement is needed.
• Reviews and monitor monthly activity, data integrity, and financial accuracy.
• Partners with Department Team Leads, Profit Center Leaders, and Senior Business Partners through FP&A and strategic planning.
• Responsible for financial planning and analysis to identify trends and develop forward looking strategies.
• Prepares annual budgets and quarterly forecasts by working with Team Leads, Senior Finance Business Partner and PCL to identify drivers and create yearly goals.
• Prepares Ad hoc and monthly financial reporting.
• Mentors and trains Finance & Operations Specialists and Senior Finance & Operations Specialists.
• Assists Senior Finance Business Partners in leading the finance team.

Skills & Experience to be Successful:

• 3-5 years' of in an Accounting or Finance position.
• Proficient with Microsoft Office Suite.
• Ability to travel 10-20% of the time; Travel may include but not limited to B&B offices and attending B&B training and events.
• Bachelor's degree in Finance or Accounting.

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.

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". We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world's largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates - not employees, and leaders - not managers. Everything we do is about the greater "WE" - never "me". While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission - always doing what is best for our customers.