Financial Analyst: Data-Driven Insights & AI (Onsite)

Amwins; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) match

Paid time off

Career advancement

Education-focused environment

Job summary

Amwins in Charlotte, NC is seeking a Financial Analyst to support financial reporting, planning, and analysis across the Brokerage Finance division. You will prepare monthly, quarterly, and annual reporting, investigate business performance through ad hoc analysis, and help leaders make informed decisions.

Strong Excel skills and keen data insights are essential. The role offers opportunities to develop skills with SQL, Power Query/Power Pivot, Power BI, and AI tools, while collaborating with

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 0–3 years of finance/analytics experience.
• Proficiency in Microsoft Excel.
• Strong analytical and communication skills; detail-oriented.
• Ability to manage multiple priorities and meet deadlines.
• Familiarity with SQL, Power Query/Power Pivot, Power BI, or AI tools is a plus.

Responsibilities

• Prepare and consolidate financial and operational data for reports.
• Analyze revenue, expenses, profitability, and key metrics.
• Perform ad hoc analyses to inform decisions.
• Coordinate data transfers and maintain access controls for reporting tools.
• Support annual planning and forecasting.
• Collaborate across Finance, HR, Operations, Sales, and Marketing.
• Develop and improve reporting tools and automate processes.

Skills

Microsoft Excel

Analytical skills

Communication skills

Multitasking

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

SQL

Power Query/Power Pivot

Power BI

AI tools

Job description

Amwins in Charlotte, NC is seeking a Financial Analyst to support financial reporting, planning, and analysis across the Brokerage Finance division. You will prepare monthly, quarterly, and annual reporting, investigate business performance through ad hoc analysis, and help leaders make informed decisions.

Strong Excel skills and keen data insights are essential. The role offers opportunities to develop skills with SQL, Power Query/Power Pivot, Power BI, and AI tools, while collaborating with