Finance Transformation Lead - Projects & Strategy

001 Brown & Brown, Inc; Oregon (WI); Hybrid; USD 135,000 - 165,000; Full time

Benefits offered by this job

Health benefits

ESPP & 401k

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Job summary

Brown & Brown is seeking a Financial Business Transformation Lead - Projects to bridge Finance, Operations, and Technology and drive end-to-end business solutions. The role acts as a strategic partner for financial transformation initiatives and provides leadership across business analysis, solution design, and prioritization.

The candidate will guide complex, cross-functional initiatives, influence prioritization, mentor others, and ensure solutions align with GAAP and revenue recognition

Qualifications

• College degree required.
• 7–10 years’ business or leadership experience.
• Excellent verbal and writing skills as well as strong math skills.
• 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 to a wide range of teammates.
• Demonstrated expertise in accounting/finance (premium accounting, GAAP, etc.).
• Confident working with individuals at all levels of an organization in a consultative manner.
• Process and workflow development and leadership experience.
• Pursuit of technical education required.

Responsibilities

• Lead business analysis efforts across complex, cross-functional initiatives (finance, MGA operations, premium accounting).
• Propose and shape future-state solutions with a strong focus on scalability and financial integrity.
• Influence prioritization of work based on business value, risk, and urgency.
• Provide guidance and mentorship to other analysts.
• Ensure solutions align with accounting principles (e.g., revenue recognition, reporting accuracy).
• Support critical reporting cycles (month-end, quarter-end) with proactive problem-solving.
• Participate in meetings with Business, vendors, leadership, and Project Team where evaluation of systems are being discussed.
• Interpret and comprehend the products and project objectives.
• Identify and propose changes to systems and workflows based on areas in which are deemed inefficient, ineffective, costly to run, or time sensitive.
• Develop and/or lead development of department policies, processes, and procedures of documentation.
• Create training materials related to insurance and financial workflows.
• Provide feedback to Director of Financial Projects, Project Manager, and applicable Business and Finance Leaders regarding best practice workflow or strategic direction decisions.
• Communicate and coordinate with applicable leaders and vendors on issues, quality problems, and corrective actions.

Skills

Business leadership

Verbal and written communication

Software development lifecycle

Programming concepts

Technical education

Accounting/finance expertise

Mentoring

Travel readiness

Education

CPA or equivalent accounting certification

College degree

Job description

Brown & Brown is seeking a Financial Business Transformation Lead - Projects to bridge Finance, Operations, and Technology and drive end-to-end business solutions. The role acts as a strategic partner for financial transformation initiatives and provides leadership across business analysis, solution design, and prioritization.

The candidate will guide complex, cross-functional initiatives, influence prioritization, mentor others, and ensure solutions align with GAAP and revenue recognition