Financial Data & Operations Analyst

Brown & Brown Insurance; Greensboro (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Brown & Brown in Greensboro, NC is seeking a Financial Operations Analyst to interpret complex datasets, influence business operations, and drive financial reporting improvements. You will own data validation, design reporting templates, and lead cross-functional process improvements to elevate data quality and operational performance.

The role requires a 4-year degree and proven expertise in data analysis, governance, and BI tools like Power BI and Excel, with experience in AMS360, ImageRight,

Qualifications

• 4-year college degree from accredited university.
• Proven experience in advanced data analysis, data governance, or business intelligence roles.
• Advanced Excel and strong proficiency with analytics and visualization (e.g., Power BI).
• Proficient knowledge with one or more of the following products: Vertafore AMS360, ImageRight, Microsoft Dynamics and Power BI.
• Demonstrated ability to conduct complex analyses, identify root causes, and develop data-driven recommendations with minimal supervision.
• Strong prioritization skills across multiple high-impact initiatives.
• Ability to manage sensitive information with professional discretion and maintain high standards of confidentiality.
• Exceptional communication skills; able to influence decisions through clear storytelling and evidence-based insights.

Responsibilities

• Own the end-to-end data validation lifecycle; develop audit methodologies; evaluate estimated vs. actual transfer values; resolve discrepancies and communicate findings to leadership.
• Design and maintain reporting templates and controls that improve accuracy of month-end revenue recognition related to transfers; advise Finance leadership on exceptions.
• Establish and maintain organization-wide integrity standards monitoring procedures; ensure adherence and escalate risk items with remediation.
• Continuously assess data flows across platforms (e.g. AMS, ImageRight, Dynamics) and design improvements to capture critical fields and prevent defects.
• Lead cross-functional process improvement initiatives, quantify impact, define success metrics, and implement changes to elevate quality and performance.
• Develop executive-level reporting frameworks, dashboards, and KPIs (retention, attrition, production, quote-to-bind) to inform decisions.
• Proactively identify data gaps and control weaknesses; recommend system enhancements and data model adjustments.
• Map end-to-end workflows; define critical data elements, data ownership, and governance practices across teams.

Skills

Advanced data analysis

Data governance

Communication skills

Analytical thinking

Education

Bachelor's degree

Tools

Power BI

Excel

AMS360

ImageRight

Microsoft Dynamics

Job description

Brown & Brown in Greensboro, NC is seeking a Financial Operations Analyst to interpret complex datasets, influence business operations, and drive financial reporting improvements. You will own data validation, design reporting templates, and lead cross-functional process improvements to elevate data quality and operational performance.

The role requires a 4-year degree and proven expertise in data analysis, governance, and BI tools like Power BI and Excel, with experience in AMS360, ImageRight,