Manager, Financial Planning & Analysis

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 Risk Solutions, formerly known as Beecher Carlson, is looking for a Manager, Revenue Analytics & FP&A to join our finance organization and help shape how revenue performance, forecasting, and business insights are used to support strategic decisions. In this role, you will work closely with Executive Leadership, National Sales, Finance, Billing, and Operations to turn complex financial, operational, and business data into clear, actionable insights that support planning, performance management, and growth. This is a great opportunity for a finance and analytics professional who enjoys solving complex business problems, building meaningful reporting, and partnering with leaders in a fast-paced, high-growth environment. Key Responsibilities Revenue Analytics & Business Intelligence Build, analyze, and share revenue reporting through BI tools and dashboards that help leaders understand performance and make informed decisions Own recurring revenue analytics, including new business, lost business, transfers, non-recurring revenue, and retention trends Ensure accuracy and integrity of reporting by reconciling revenue databases with production systems on a monthly basis Work with business partners to solve complex data and reporting needs, transforming large and varied data sets into practical financial insights Month-End Close & Revenue Processes Manage the monthly revenue recognition process in partnership with Finance, Sales, and Service teams Partner with Billing leadership on revenue billing matters related to month-end close, forecasting, and variance analysis Deliver clear financial commentary and variance explanations as part of corporate reporting cycles Forecasting, Budgeting & Planning Lead budgeting and forecasting activities for division revenue streams, including broader FP&A forecasting across revenue, expenses, headcount, and operational planning Analyze performance drivers, trends, and variances to support outlook updates and scenario analysis Provide data-driven insights to support planning decisions and growth initiatives Contribute to additional FP&A responsibilities, special projects, and evolving business needs as the organization grows Executive Reporting & Decision Support Turn complex financial and operational data into clear insights for executive audiences, including KPI reporting, variance analysis, trend reporting, financial storytelling, and presentation support Prepare monthly and ad hoc reporting for Executive Leadership, Sales, Finance, Support, and Corporate stakeholders Partner cross-functionally to translate analytical findings into clear, actionable business recommendations Process Improvement & Automation Identify and implement opportunities to improve efficiency through automation, process enhancements, and improved use of tools Support continuous improvement of reporting, analytics, and data workflows Qualifications Required Bachelor’s degree in Finance or a related field Advanced experience using data visualization and analytics tools to create clear, business-focused reporting 5–8 years of progressive experience in FP&A, revenue analytics, business intelligence, or a related financial role Strong experience preparing and analyzing financial statements in accordance with GAAP Experience working with multiple accounting and data systems Advanced proficiency with Microsoft products (Excel, Power BI, PowerPoint, etc.) Demonstrated ability to communicate complex financial and analytical insights to senior leadership Preferred Experience developing and maintaining BI dashboards for executive audiences Prior supervisory or informal leadership experience Insurance industry experience Experience supporting FP&A in a high-growth environment and/or publicly traded company is a plus Work Environment & Requirements Full-time position (40+ hours per week) Minimum of 3 days per week working onsite Minimal travel required Physical Requirements Manual dexterity and range of motion sufficient for use of a keyboard, mouse, and telephone for extended periods Vision, speech, and hearing sufficient for in-person and remote communication Ability to sit at a desk for prolonged periods Additional Information This job description is intended to describe the general nature and level of work for this role. Responsibilities may evolve based on business needs, including support for additional FP&A duties, special projects, and growth initiatives. Teammate Benefits & Total Well-Being 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. Brown & 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. 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. #J-18808-Ljbffr