Finance Business Partner

Bridge Specialty Group•Portland, OR

About The Position

Brown & Brown is seeking a Finance Business Partner to support a region through finance and operations functions, financial planning and analysis (FP&A), and strategic planning. The role is responsible for financial management, including financial reporting and budget and forecast preparation, and works closely with Senior Finance Business Partners, Team Leaders, and Profit Center Leaders.

Requirements

  • 3–5 years of experience in an accounting or finance position.
  • Proficiency with Microsoft Office Suite.
  • Ability to travel 10–20% of the time, including to Brown & Brown offices and training events.
  • Bachelor’s degree in Finance or Accounting.

Responsibilities

  • Prepare financial statements, business activity reports, financial position forecasts, annual budgets, and reports required by the corporate office.
  • Act as a liaison between the Center of Excellence (COE) and the Profit Center to troubleshoot issues, make corrections, and answer questions.
  • Compile and review data and reports for accuracy and ensure procedure protocols are followed in support of month-end and ad hoc finance and accounting functions.
  • Analyze financial details to identify development opportunities and areas for improvement.
  • Review and monitor monthly activity, data integrity, and financial accuracy.
  • Partner with Department Team Leads, Profit Center Leaders, and Senior Business Partners on FP&A and strategic planning.
  • Conduct financial planning and analysis to identify trends and develop forward-looking strategies.
  • Prepare annual budgets and quarterly forecasts with Team Leads, the Senior Finance Business Partner, and the Profit Center Leader, identifying drivers and yearly goals.
  • Prepare ad hoc and monthly financial reporting.
  • Mentor and train Finance & Operations Specialists and Senior Finance & Operations Specialists.
  • Assist Senior Finance Business Partners in leading the finance team.

Benefits

  • Medical and prescription drug coverage
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Employee stock purchase plan (ESPP)
  • 401(k)
  • Student loan assistance
  • Tuition reimbursement
  • Free mental health and enhanced advocacy services
  • Paid time off
  • Paid holidays
  • Preferred partner discounts
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