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