Financial Business Transformation Lead - Projects

Brown & Brown; Oregon (WI); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Holidays

Partner discounts

Job summary

Brown & Brown is seeking a Financial Business Transformation Lead - Projects to bridge Finance, Operations, and Technology, driving end-to-end financial solutions that improve accuracy, throughput, and controls. This leadership role partners with senior stakeholders and vendors to shape, prioritize, and deliver strategic initiatives with scale in mind.

You will lead business analysis, ensure adherence to accounting principles (GAAP), mentor analysts, and coordinate cross-functional workstreams.

Qualifications

• 7–10 years of business or leadership experience.
• Excellent verbal and writing skills, and strong math skills.
• Basic understanding of managing full life cycle software development projects using structured project management processes.
• Basic understanding of programming 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.
• Willingness to travel approximately 5–10%.

Responsibilities

• Lead business analysis efforts across cross-functional initiatives (finance, MGA operations, premium accounting).
• Propose and shape future-state solutions with a focus on scalability and financial integrity.
• Influence prioritization based on value, risk, and urgency.
• Provide guidance and mentorship to other analysts.
• Ensure solutions align with accounting principles (revenue recognition, reporting accuracy).
• Support month-end and quarter-end reporting with proactive problem-solving.
• Participate in meetings with Business, vendors, leadership and project teams.
• Identify and propose changes to systems and workflows for efficiency and cost reduction.
• Develop and/or lead development of department policies, processes, and documentation.
• Create training materials related to insurance and financial workflows.
• Provide feedback to leadership on best-practice workflows and strategic direction.
• Communicate and coordinate with leaders and vendors on issues and corrective actions.
• Work effectively in large team environments across departments.

Skills

Leadership experience

Communication

Project management

Financial accounting/GAAP

Process/workflow development

Mentoring/coaching

Travel willingness

Education

Bachelor's degree

CPA or equivalent accounting certification preferred

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

• 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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.