Senior Financial Analyst

Arrowhead Programs

$75K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in an analyst role.
  • Demonstrated success in delivering financial projects that drive growth.
  • Bachelor's degree required; Master's preferred.
  • Advanced skills in Microsoft Excel and PowerPoint.
  • Proficiency in Microsoft Power BI is a plus.

Responsibilities

  • Mentor and train junior financial analysts.
  • Collaborate with the Director of FP&A on financial analysis and planning.
  • Prepare and review income statements to explain variances clearly.
  • Analyze year-on-year financial performance metrics for business leaders.
  • Develop budgets and forecasts for supported offices.
  • Enhance financial analysis by partnering with office leaders on performance metrics.
  • Conduct standard and ad hoc financial analyses to boost productivity.

Benefits

  • Comprehensive health benefits including medical, dental, and vision.
  • Financial support options such as ESPP, 401k, and student loan assistance.
  • Mental health resources including free services and advocacy.
  • Generous paid time off, holidays, and partner discounts.
Full Job Description
Brown & Brown is seeking Senior Financial Analyst to join our growing team.

Reporting to the Director of FP&A, the Sr. Financial Analyst will assist the FP&A team primarily in the areas of budgeting, forecasting, financial planning, ad hoc analysis, and operational initiatives. This role will be responsible for data analytics, metrics optimization and the implementation of new policies, procedures and initiatives, as well as, creating a business partnership with team members across supported offices in Arrowhead Specialty.

How You Will Contribute:

  • Mentor and train financial analysts.
  • Work closely with the Director of FP&A in all financial planning & analysis and decision support functions across supported offices.
  • Review/Prepare income statement fluctuations ensuring explanations are clear, concise and adequately explain any variances.
  • 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 business and finance leaders while seeking to optimize business performance.
  • Review/Prepare budgets and forecasts across supported offices.
  • Partner with office leaders to enhance the financial analysis of the business including developing/fine tuning metrics and measures to increase insight on performance drivers of the business which provide senior leadership with clear, actionable business intelligence.
  • Develop and maintain strong working relationships with office leaders, Senior Financial Analysts, Accounting Centers of Excellence, and operational teams throughout the organization.
  • Provide standard and ad hoc analysis; look for new ways to analyze the business and drive productivity.
  • Review/Prepare analysis, commentary, and presentation material for monthly, quarterly and annual financial review meetings.
  • Assist in acquisition integration/due diligence.
  • Partner with stakeholders and functional peers to assist with the implementation of newer finance tools including Workday Adaptive Budget and Forecasting system, standardized Agency Management system, Risk Match, Carrier Scorecard analysis, and other technology initiatives across Arrowhead Specialty.
  • Assist in month end accruals as needed.
  • Other duties as assigned.


Skills & Experience to be Successful:

  • A minimum of 5+ years of experience in an analyst role.
  • Must have experience in delivering projects and initiatives that deliver measurable financial results with a focus on driving organic growth.
  • Bachelor's degree; Master's degree preferred but not required.
  • Expert level proficiency in Microsoft suite; focus on Excel and PowerPoint.
  • Proficiency in Microsoft Power BI preferred but not required.


Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:
  • 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.

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