Brown & Brown insurance is seeking a Financial Planning and Analysis Manager to lead our finance team in the Northeast!
The Financial Planning and Analysis Manager serves as a Business Partner to a region of offices in the northeast, supporting all forecasting, budgeting & planning, and management reporting activities. This role will play an integral part in understanding the company’s operations, the broader insurance industry and the corresponding financial performance, with the objectives of delivering a value-added level of service to leadership, driving continuous process improvement opportunities, and enhancing the financial reporting and analysis process while progressing their career.
WHAT YOU'LL DO:
- Ensure consistent management reporting and confidence in the accuracy and integrity of the internal financials
- Collaborate with a variety of stakeholders (such as Branch Managers, Team Leaders, Functional Owners, Corporate Finance, Human Resources, IT, etc.)
- Effectively synthesize and summarize detailed financial data to create meaningful, high-level, result-oriented analysis.
- Partner with leadership to provide corporate & operational analysis and innovative ideas to help achieve the overall growth and performance strategy.
- Prepare analysis, commentary and presentation material for monthly, quarterly and annual financial review meetings.
- Actively communicate with and listen to all levels of the organization and across all functions.
- Collaborate with several branches in the region to develop detailed budget and forecast models to drive high quality decision-making, analyze the profit center, and closely monitor business performance.
- 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 the business.
- Other duties as assigned.
WHAT YOU'LL NEED:
- Ability and passion to combine superior financial accounting and analytical skills and business savvy to deliver results
- Strong understanding of operations & impact on financial results
- Forward looking, strategic thinker
- Superior prioritization and multi-tasking abilities
- Superior communication skills including to connect with and listen to all levels of the organization and across all functions
- Strong acumen in financial statements (Balance sheet, Income Statement, cash flows), business case analysis, and financial controls
- Understanding of the M&A and business integration process
- A minimum of 7 to 10+ years of experience in a similar role
- Proven ability to effectively interact with senior management in a dynamic environment
- Expert level proficiency in Microsoft suite; focus on Excel and PowerPoint
- Bachelor’s degree in Accounting or Finance; Master’s degree preferred
- CPA and/or MBA preferred
WHAT WE OFFER:
- Excellent growth and advancement opportunities
- Competitive pay
- Generous benefits package: health, dental, vision, 401(k), etc.
- Education assistance: tuition reimbursement assistance, student loan repayment assistance, scholarships for dependents of teammates
- Employee Stock Purchase Plan
- Unlimited time off
