Financial 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

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 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 escal 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".