Financial Operations Analyst

Brown & Brown, Inc.; Greensboro (NC); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Job summary

Brown & Brown, Inc. in Greensboro, NC is seeking a Financial Operations Analyst to interpret complex datasets, develop and recommend actions impacting financial reporting and leadership decisions.

The role requires end-to-end data validation, audit method development, and cross-platform data governance across AMS, ImageRight, and Dynamics. You will lead data-driven improvements, design KPIs, and deliver executive-level reporting while maintaining confidentiality and collaborating with

Qualifications

• 4-year college degree from accredited university.

Responsibilities

• Own the end-to-end data validation lifecycle; develop audit methodologies; evaluate estimated vs. actual transfer values; and resolve discrepancies using independent judgement, communicating findings and corrective actions to leadership.
• Design and maintain reporting templates and controls that improve the accuracy of month-end revenue recognition related to transfers; advise Finance leadership on exceptions and control enhancements.
• Establish and maintain organization-wide integrity standards monitoring procedures; ensure adherence and escalate risk items with recommended remediation.
• Continuously assess data flows across platforms and design improvements to capture critical fields and prevent quality defects.

Job description

## Financial Operations AnalystApplyremote type: Hybrid Workinglocations: Greensboro, NC, USAtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000002463Built 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 Operations Analyst**to join our growing team in **Greensboro, NC**. The purpose of the Financial Operations Analyst is to serve as the subject-matter expert responsible for interpreting complex datasets, developing and making recommendations that influence business operations, financial reporting and leadership decision-making. The role exercises independent judgement to design standards, evaluate risks, and drive continuous improvement. **How You Will Contribute:** * Own the end-to-end data validation lifecycle; develop audit methodologies; evaluate estimated vs. actual transfer values; and resolve discrepancies using independent judgement, communicating findings and corrective actions to leadership.* Design and maintain reporting templates and controls that improve the accuracy of month-end revenue recognition related to transfers; advise Finance leadership on exceptions and control enhancements.* Establish and maintain organization-wide integrity standards monitoring procedures; ensure adherence and escalate risk items with recommended remediation.* Continuously assess data flows across platforms (e.g. AMS, ImageRight, Dynamics) and design improvements to capture critical fields and prevent quality defects.* Lead cross-functional process improvement initiatives, quantifying impact, defining success metrics, and implementing changes to procedures to elevate quality and operational performance.* Develop executive-level reporting frameworks, dashboards, and KPIs (e.g. retention, attrition, production, quote-to-bind), providing interpretive insights and recommendations that inform executive decisions.* Proactively identify data gaps and control weaknesses; recommend system enhancements, data model adjustments, and validation rules to improve quality at the source.* Map and evaluate end-to-end workflows; define critical data elements (CDEs), data ownership, and implement governance practices across stakeholder teams.* Perform additional data-driven or analytical projects as assigned, determining appropriate methodologies and communicating implications to stakeholders. **Skills & Experience to be Successful:*** 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, lmageRight, Microsoft Dynamics and Power Bl* 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.**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.* **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”.### WelcomeWe 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.### About UsFounded 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.### Recruiting Vendor Disclosure StatementBrown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown.In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors.A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.**If you are an existing Brown & Brown teammate, please** **click here** **to apply to a job on our internal career site.**