Financial Business Transformation Lead - Projects

Brown & Brown is seeking a Financial Business Transformation Lead - Projects to join our growing team! 

This position acts as the bridge between Finance, Operations, and Technology to drive end-to-end business solutions. Serves as a strategic partner in financial transformation initiatives. Provides leadership across business analysis, solution design, and prioritization. 

How You Will Contribute:   

• Lead business analysis efforts across complex, cross-functional initiatives (finance, MGA operations, premium accounting). 

• Propose and shape future-state solutions with a strong focus on scalability and financial integrity. 

• Influence prioritization of work based on business value, risk, and urgency. 

• Provide guidance and mentorship to other analysts (formal or informal leadership). 

• Ensure solutions align with accounting principles (e.g., revenue recognition, reporting accuracy). 

• Support critical reporting cycles (month-end, quarter-end) with proactive problem-solving. 

• Participate in meetings with Business, vendors, leadership, and Project Team where evaluation of systems are being discussed. 

• Interpret and comprehend the products and project objectives. 

• Identify and propose changes to systems and workflows based on areas in which are deemed inefficient, ineffective, costly to run, or time sensitive. 

• Develop and/or lead development of department policies, processes, and procedures of documentation. 

• Create training materials related to insurance and financial workflows. 

• Provide feedback to Director of Financial Projects, Project Manager, and applicable Business and Finance Leaders regarding best practice workflow or strategic direction decisions. 

• Communicate and coordinate with applicable leaders and vendors on issues, quality problems, and corrective actions. 

• Experience in effectively working in a large team environment, within the department and cross-functional teams, to solve multi-faceted business issues. 

Licenses & Certifications:   

• CPA or equivalent accounting certification is preferred, but not required. 

• Insurance certifications preferred, but not required (AAI, CIC, ARM, etc.). 

Skills & Experience to be Successful:  

• College degree required. 

• 7–10 years’ business or leadership experience. 

• Requires excellent verbal and writing skills as well as strong math skills and a familiarity. 

• Basic understanding of managing full life cycle software development projects using structured project management processes. 

• Basic understanding of programming and concepts. 

• Ability to communicate technical information, both verbal and written to a wide range of teammates. 

• Demonstrated expertise in accounting/finance (premium accounting, GAAP, etc.). 

• Confident working with individuals at all levels of an organization in a consultative manner. 

• Process and workflow development and leadership experience. 

• Ability to effectively coach and mentor associates. 

• Pursuit of technical education required. 

• Available to travel approximately 5-10%.