Senior Financial Analyst

001 Brown & Brown, Inc; Daytona Beach (FL); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health Benefits

401k

Employee stock purchase plan

Student Loan Assistance

Tuition Reimbursement

Job summary

Brown & Brown, Inc. in Daytona Beach, FL, seeks a Senior Financial Analyst to support budgeting, forecasting, financial planning, and ad hoc analyses. You will partner with FP&A leadership and Profit Centers to deliver actionable insights.

You will mentor analysts, prepare monthly/quarterly/annual reviews, and help implement new policies across supported offices, using strong Excel, PowerPoint and Power BI skills.

Qualifications

• Minimum of 5+ years of experience in an analyst role.
• Bachelor’s degree required; master’s preferred but not required.
• Expert level proficiency with Microsoft Excel and PowerPoint.
• Power BI proficiency preferred but not required.

Responsibilities

• Assist FP&A with budgeting, forecasting, and planning.
• Perform ad hoc financial analyses and data analytics.
• Create performance metrics and management reporting.
• Collaborate with Profit Centers and cross-functional teams.

Skills

5+ years analyst experience

Budgeting

Forecasting

Financial planning

Ad hoc analysis

Education

Bachelor's degree

Master's degree preferred

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Power BI

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 Senior Financial Analyst to join our growing team in Daytona Beach, FL. Reporting to the Finance FP&A Director, the Senior Financial Analyst will assist the FP&A team primarily in the areas of budgeting, forecasting, financial planning, ad hoc analysis, and operational initiatives. This role will be responsible for data analytics, metrics optimization and the implementation of new policies, procedures and initiatives, as well as, creating a business partnership with teammates across supported offices in Retail. How You Will Contribute: Mentor and train financial analysts. Work closely with the Director of FP&A in all financial planning & analysis and decision support functions across supported Profit Centers. Review/Prepare income statement fluctuations ensuring explanations are clear, concise and adequately explain any variances. Analyze and track results relating to year-on-year growth, profitability, performance to budget and forecast across a broad range of metrics in support of business and finance leaders while seeking to optimize business performance. Review/Prepare budgets and forecasts across supported Profit Centers. Partner with Profit Center Leaders to enhance the financial analysis of the business including developing/fine tuning metrics and measures to increase insight on performance drivers of the business which provide senior leadership with clear, actionable business intelligence. Develop and maintain strong working relationships with Profit Center Leaders, Senior Financial Analysts, Accounting Centers of Excellence, and operational teams throughout the organization. Provide standard and ad hoc analysis; look for new ways to analyze the business and drive productivity. Review/Prepare analysis, commentary, and presentation material for monthly, quarterly, and annual financial review meetings. Other duties as assigned.

Skills & Experience to be Successful: Required: A minimum of 5+ years of experience in an analyst role. Must have experience in delivering projects and initiatives that deliver measurable financial results with a focus on driving organic growth. Bachelor’s degree; master's degree preferred but not required. Expert level proficiency in Microsoft suite; focus on Excel and PowerPoint. Proficiency in Microsoft Power BI preferred but not required.

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.

Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public.