Financial Operations Analyst

Financial Operations Analyst 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 role is to serve as a subject‑matter expert responsible for interpreting complex datasets, developing and making recommendations that influence business operations, financial reporting and leadership decision‑making. The analyst exercises independent judgement to design standards, evaluate risks, and drive continuous improvement. Responsibilities 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 escalate 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 4‑year college degree from an accredited university. Proven experience in advanced data analysis, data governance, or business intelligence roles. Advanced Excel skills and strong proficiency with analytics and visualization tools (e.g., Power BI). Proficient knowledge with at least one 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; ability to influence decisions through clear storytelling and evidence‑based insights. Benefits Health Benefits: Medical, Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits: ESPP, 401(k), 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 Equal Opportunity Employer 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—and leaders—not managers. We strive to attract people who are competitive, driven, and disciplined, and we value teamwork, trust, and courage. #J-18808-Ljbffr