Financial Applications Analyst

Bridge Specialty GroupDaytona Beach, FL
10h

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Financial Applications Analyst to join our growing team! The Financial Applications Analyst is responsible for supporting and enhancing the financial and insurance applications that enable the organization’s accounting, operations, and revenue workflows. This role ensures accurate data flows, reliable integrations, and timely reporting across agency management systems, financial platforms, and downstream data destinations. The Financial Applications Analyst administers key systems, maintains data quality and reconciliation processes, and partners with Finance, Operations, and integration teams to resolve issues and improve workflows. This role also contributes to solution design and the implementation of new applications, modules, and integrations while upholding strong controls, documentation, and compliance to ensure accuracy and operational confidence across the enterprise. How You Will Contribute: Agency & Insurance Systems Administration Configure and support agency management systems: master data, roles/permissions, workflows, templates, queues, and document routing. Provide L2/L3 support to Finance/Operations; triage tickets, perform root cause analysis, and implement fixes. Data Quality & Integrations Build/run data quality and reconciliation checks for policy, premium, and commission records across agency management systems and downstream systems. Partner with integration teams to support interfaces between agency management systems and financial data destinations; handle failures and mismatches. Solution Design & Implementation Play a key role in the end-to-end implementation of new financial applications, modules, and integrations (ERP, commissions systems, data pipelines, automation tools, etc.). Assist with solution design: analyze business needs, propose alternatives, and recommend optimal approaches. Develop specifications for configurations, enhancements, API connections, and workflow improvements. Partner with the Quality Assurance team to write test cases and manage UAT. Commissions, Reconciliations, and Order to Cash Reconcile carrier statements vs. subledger commissions; investigate missing IDs, rate mismatches, timing, mapping, and document remediation steps. Support trust bank account reconciliations, premium finance workflows, and order to cash workflows. Reporting & Data Exports Write or review intermediate-advanced SQL for reconciliation checks and ad hoc validations (where supported). Controls, Compliance & Change Management Write or review intermediate-advanced SQL for reconciliation checks and ad hoc validations (where supported). Other duties as assigned.

Requirements

  • Bachelor’s in Information Systems, Finance/Accounting, or related discipline (or equivalent work experience).
  • Minimum 4 years supporting insurance brokerage systems
  • Practical knowledge of brokerage finance workflows: commissions, premiums, carrier statements, and trust accounts.
  • Strong data skills: reconciling large datasets, building exception lists, using Excel, and writing SQL for checks/joins/aggregations.
  • Clear documentation and communication; effective stakeholder support across Finance, Operations, and Technology
  • Understanding of SOX, audit cycles, and segregation of duties in business systems.

Responsibilities

  • Agency & Insurance Systems Administration Configure and support agency management systems: master data, roles/permissions, workflows, templates, queues, and document routing.
  • Provide L2/L3 support to Finance/Operations; triage tickets, perform root cause analysis, and implement fixes.
  • Data Quality & Integrations Build/run data quality and reconciliation checks for policy, premium, and commission records across agency management systems and downstream systems.
  • Partner with integration teams to support interfaces between agency management systems and financial data destinations; handle failures and mismatches.
  • Solution Design & Implementation Play a key role in the end-to-end implementation of new financial applications, modules, and integrations (ERP, commissions systems, data pipelines, automation tools, etc.).
  • Assist with solution design: analyze business needs, propose alternatives, and recommend optimal approaches.
  • Develop specifications for configurations, enhancements, API connections, and workflow improvements.
  • Partner with the Quality Assurance team to write test cases and manage UAT.
  • Commissions, Reconciliations, and Order to Cash Reconcile carrier statements vs. subledger commissions; investigate missing IDs, rate mismatches, timing, mapping, and document remediation steps.
  • Support trust bank account reconciliations, premium finance workflows, and order to cash workflows.
  • Reporting & Data Exports Write or review intermediate-advanced SQL for reconciliation checks and ad hoc validations (where supported).
  • Controls, Compliance & Change Management Write or review intermediate-advanced SQL for reconciliation checks and ad hoc validations (where supported).
  • Other duties as assigned.

Benefits

  • 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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