Financial Analyst - Brokerage

Amwins•Charlotte, NC

3d•Onsite

About The Position

The Financial Analyst supports financial reporting, planning, and analysis across Amwins’ Brokerage division. The role prepares recurring reports and leadership commentary, analyzes business performance, and conducts ad hoc analysis to help leaders make informed decisions. It supports Division and Group Leadership, Branch Leaders, Sales Teams, and other groups within Amwins. This role suits someone who enjoys working in Excel, investigating data, and communicating clear insights. The analyst will also develop skills with SQL, Power Query/Power Pivot, Power BI, and AI tools, and will help improve processes, efficiency, and accuracy.

Requirements

Bachelor's degree, ideally in Finance, Accounting, Economics, or a related field.
0–3 years of relevant experience in finance, accounting, or analytics.
Proficiency in Microsoft Excel.
Strong analytical and communication skills, attention to detail, and ability to explain findings clearly.
Ability to manage multiple priorities and meet deadlines.

Nice To Haves

Familiarity with SQL, Power Query/Power Pivot, Power BI, or AI tools.

Responsibilities

Prepare, validate, and consolidate financial and operational data for recurring reports, presentations, and leadership commentary.
Analyze revenue, expenses, profitability, and operating metrics, explaining trends and variances against plans, forecasts, and prior periods.
Conduct ad hoc analyses to answer business questions, investigate performance drivers, and support decisions across the division.
Coordinate book and account transfers, producer code changes, and related reporting updates, while maintaining user access and permissions for finance reporting tools.
Support annual planning and ongoing forecasting by updating assumptions, consolidating inputs, and reviewing results.
Partner with Finance, HR, Operations, Sales, Marketing, and other teams to gather inputs, resolve discrepancies, communicate findings, and prepare conference materials.
Develop and improve reporting tools and workflows, using automation and AI to reduce manual work while strengthening accuracy checks and validating outputs.

Benefits

Medical, dental, and vision coverage available on the first day of employment.
Choice of medical plans through Blue Cross Blue Shield; Kaiser is available for California employees.
Mental health support, including virtual therapy, digital coaching, and 24/7 EAP counseling.
Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program.
Health Savings Account with company contributions.
Health Care FSA, Dependent Care FSA, and commuter benefits.
Parental leave and adoption assistance.
Voluntary life insurance, critical illness, accident, and identity theft protection coverage.
Retiree medical benefits available for Medicare-eligible retirees.
401(k) with company match.
Generous paid time off and company holiday schedule.
Collaborative, continuing-education-focused work environment.
Career advancement opportunities.