Strategic Financial 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

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.