Finance Business Partner

Brown & Brown Insurance • Portland, OR

5d

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, budget and forecast preparation, and works closely with Senior Finance Business Partners, Team Leaders, and Profit Center Leaders.

The Finance Business Partner prepares financial statements, activity reports, forecasts, budgets, and other reporting; supports month-end and ad hoc finance and accounting functions; monitors data integrity and financial accuracy; and analyzes financial information to identify trends, improvement areas, and opportunities. The role also serves as a liaison between the Center of Excellence and the Profit Center, contributes to forward-looking financial strategies, and mentors Finance & Operations Specialists and Senior Finance & Operations Specialists. The position may require travel 10–20% of the time, including to Brown & Brown offices and training or events.

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; travel may include Brown & Brown offices and training or 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 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 for month-end and ad hoc finance and accounting functions.
• Analyze financial details to identify development opportunities and areas needing 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 PCL, identifying drivers and creating 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/Rx, dental, and vision insurance.
• Life insurance and disability insurance.
• Employee stock purchase plan (ESPP) and 401(k).
• Student loan assistance and tuition reimbursement.
• Free mental health and enhanced advocacy services.
• Paid time off and holidays.
• Preferred partner discounts.
• Additional benefits may be subject to eligibility criteria or waiting periods and may vary by subsidiary or geographic location.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level