Financial Business Transformation Lead - Projects

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

Financial Business Transformation Lead - Projects

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 Financial Business Transformation Lead - Projects to join our growing team! This position acts as the bridge between Finance, Operations, and Technology to drive end-to-end business solutions. Serves as a strategic partner in financial transformation initiatives. Provides leadership across business analysis, solution design, and prioritization.

How You Will Contribute

• 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 (formal or informal leadership).
• 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.

Experience in effectively working in a large team environment, within the department and cross-functional teams, to solve multi-faceted business issues.

Licenses & Certifications

• CPA or equivalent accounting certification is preferred, but not required.
• Insurance certifications preferred, but not required (AAI, CIC, ARM, etc.).

Skills & Experience to be Successful

• College degree required.
• 7–10 years’ business or leadership experience.
• Requires excellent verbal and writing skills as well as strong math skills and a familiarity.
• 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, both verbal and written 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.
• Ability to effectively coach and mentor associates.
• Pursuit of technical education required.

Available to travel approximately 5-10%.

Pay Range $135,000 - $165,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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.

The Power To Be Yourself 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.