Financial Analyst - Brokerage

Amwins; Charlotte (NC); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with company match

Paid time off

Career development opportunities

Job summary

Amwins is seeking a Financial Analyst in Charlotte, NC to support financial reporting, planning, and analysis across the Brokerage Finance division. You will prepare monthly, quarterly, and annual reporting and perform ad hoc analyses to drive informed decisions.

The role emphasizes Excel proficiency and developing skills with SQL, Power BI, Power Query/Power Pivot, and AI tools. Collaboration across Finance, HR, Sales, and Marketing is key.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 0–3 years of experience in finance, accounting or analytics.
• Proficiency in Microsoft Excel.
• Familiarity with SQL, Power Query/Power Pivot, Power BI or AI tools.

Responsibilities

• Prepare, validate, and consolidate data for recurring reports and leadership commentary.
• Analyze revenue, expenses, profitability, and operating metrics with variance explanations.
• Conduct ad hoc analyses to answer business questions and inform decisions.
• Coordinate book and account transfers and reporting updates while managing access for tools.
• Support annual planning and forecasting by updating assumptions and inputs.
• Collaborate with Finance, HR, Operations, Sales, and Marketing to gather inputs and communicate findings.
• Develop reporting tools and automate workflows to improve accuracy and efficiency.

Skills

Excel

Analytical skills

Communication

Multi-tasking

Education

Bachelor's degree in Finance/Accounting/Economics or related field

Tools

SQL

Power BI

Power Query/Power Pivot

AI tools

Job description

Position Overview:

Our Finance team is looking for a

Job Title:

Financial Analyst

Location:

Charlotte, NC (Onsite)

Department:

Brokerage Finance

Position Overview:

Our Finance team is looking for a Financial Analyst to support financial reporting, planning, and analysis across the division. You'll prepare monthly, quarterly, and annual reporting, investigate business performance through ad hoc analysis, and help leaders make informed decisions. Your work will support Division and Group Leadership, Branch Leaders, Sales Teams, and other groups within Amwins.

This role is a good fit for someone who enjoys working in Excel, digging into data, and turning findings into clear insights. You'll also develop your skills with SQL, Power Query/Power Pivot, Power BI, and AI tools. We're looking for a thoughtful communicator who stays organized, welcomes feedback, and takes initiative to improve processes, efficiency, and accuracy.

Key Responsibilities

• Prepare, validate, and consolidate financial and operational data for recurring reports, presentations, and leadership commentary.
• Analyze revenue, expenses, profitability, and operating metrics, explaining trends and variances against plans, forecasts, and prior periods.
• Conduct ad hoc analyses to answer business questions, investigate performance drivers, and support decisions across the division.
• Coordinate book and account transfers, producer code changes, and related reporting updates, while maintaining user access and permissions for finance reporting tools.
• Support annual planning and ongoing forecasting by updating assumptions, consolidating inputs, and reviewing results.
• Partner with teams across Amwins, including Finance, HR, Operations, Sales, and Marketing, to gather inputs, resolve discrepancies, communicate findings, and prepare conference materials.
• Develop and improve reporting tools and workflows, using automation and AI to reduce manual work while strengthening accuracy checks and validating outputs.

Qualifications

• Bachelor's degree, ideally in Finance, Accounting, Economics, or a related field
• 0-3 years of relevant experience in finance, accounting, or analytics
• Proficiency in Microsoft Excel
• Strong analytical and communication skills, with attention to detail and the ability to explain findings clearly
• Ability to manage multiple priorities and meet deadlines
• Familiarity with SQL, Power Query/Power Pivot, Power BI, or AI tools is a plus

The Amwins Advantage: Benefits & Perks Available to Full-Time US Based Employees

• Medical, Dental, Vision available your first day of employment
• Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees
• Mental health support including:
• Virtual therapy
• Digital coaching
• 24/7 EAP counseling
• Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program
• Health Savings Account with company contributions
• Health Care FSA, Dependent Care FSA, and Commuter Benefits
• Parental Leave and Adoption Assistance
• Voluntary coverage options:
• Life Insurance
• Critical Illness
• Accident
• Identity Theft Protection
• Retiree medical benefits available for Medicare-eligible retirees
• 401(k) with company match
• Generous Paid Time Off and Company Holiday Schedule
• Collaborative, continuing education focused work environment
• Career advancement opportunities