Senior FP&A Analyst

About Brightway

Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation's largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development.

We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets.

Job Responsibilities
• Budgeting and Forecasting: Assist in the preparation of annual budgets and periodic forecasts, ensuring accuracy and alignment with strategic goals
• Financial Modeling: Develop and maintain complex financial models to support budgeting, forecasting, and evaluation of financial performance
• Scenario Analysis: Build and maintain detailed financial models to support scenario planning and strategic decision-making.
• Variance Analysis: Analyze variances between actual results and forecasts/budgets, providing explanations and actionable insights to management.
• Investment Evaluation: Assess new and existing projects, investments, and assets to determine their financial viability and potential return on investment.
• Reporting: Prepare and present detailed financial reports and dashboards to senior management, highlighting key metrics and trends.
• Process Improvement: Enhance FP&A processes, tools, and reporting capabilities to support scalability in a high-growth environment.
• Collaboration: Work closely with senior business leaders to gather data, identify business needs, and provide financial guidance
• Strategic Partnership: Serve as a trusted advisor to leadership and cross-functional groups, translating financial insights into actionable strategies

Technical Skills, Licenses, Certifications
• Familiarity with financial statements and basic accounting principles.
• Budgeting, forecasting, and variance analysis.
• Financial modeling
• Data Analysis: ability to interpret datasets and identify trends.
• Advanced Excel (complex modeling, pivot tables, etc.)
• PowerPoint proficiency
• Board level and C-suite reporting
• Bonus - ERP & Reporting Tools: SAP, Oracle, NetSuite, or similar
• Bonus - BI Tools: Power BI, Tableau for visualization

Soft Skills
• Detail-oriented & analytical: Ability to dig into numbers and explain variances.
• Business partnering: Comfortable working cross-functionally with operations, technology, marketing, business teams and leadership
• Communication: Strong presentation skills for communicating financial analysis in a clear, impactful manner both to leadership and cross-functionally
• Adaptability and flexibility: Thrives in a fast-paced, evolving environment
• Problem-solving: Ability to identify issues and propose actionable solutions
• Ability to take direction and then work independently and manage deadlines with moderate supervision.
• Ability to work in a dynamic team environment; comfortable with changing/scaling processes

Education and Experience
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field with strong academic performance in quantitative courses.
• 2-5 years in FP&A or corporate finance, ideally with exposure to:

o Budgeting, forecasting, variance analysis

o Strategic planning and board-level reporting
• Bonus- Experience in Banking or Insurance

This position is onsite in Charlotte, North Carolina.

Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.

We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.