Senior Financial Business Partner

Bridge Specialty Group•Minneapolis, MN

9d•Onsite

About The Position

Brown & Brown is seeking a Senior Financial Business Partner to join their growing team in Minneapolis, MN. This role performs work across Brown & Brown operating divisions to provide value through data, information, observation, and recommendations, intended to support continuous process improvement. The Senior Financial Business Partner will collect and analyze a variety of metrics for implications regarding budget, projects, and program initiatives. They will synthesize and summarize detailed financial data to create meaningful, high-level, results-oriented analysis, identify opportunities to leverage a structured-autonomy model to accelerate new business development, and initiate and complete business case proposals for customer retention improvement strategies for each operating division. This role also involves developing and maintaining strong working relationships with Corporate Departments, Retail Regional Presidents, and Executive Leadership, evaluating and quantifying new and historical business data, executing controllership and reporting for select business segments, and designing and proposing evidence-based turnover reporting and cost calculation. Additionally, the Senior Financial Business Partner will perform ad hoc business analysis and look for new ways to analyze the business and drive results, with other duties as assigned.

Requirements

8-10 years in a similar position with senior financial responsibilities
Must have experience in delivering projects and initiatives that deliver measurable financial results with a focus on driving organic growth
Bachelor’s degree in Accounting or Finance
High degree of self-discipline and motivation
Strong analytical skills
Ability to maintain a high level of confidentiality
Expert level proficiency in Microsoft suite; focus on Excel, PowerPoint and Word
Willing and able to travel

Nice To Haves

CPA and/or MBA or related advanced degree
CFA (Chartered Financial Analyst)
Insurance industry experience

Responsibilities

Collects and analyzes a variety of metrics for implications regarding budget, projects and program initiatives.
Synthesizes and summarizes detailed financial data to create meaningful, high-level, results-oriented analysis.
Identifies opportunities to leverage a structured-autonomy model to accelerate new business development.
Initiates and completes business case proposals for customer retention improvement strategies for each operating division.
Develops and maintains strong working relationships with Corporate Departments, Retail Regional Presidents, and Executive Leadership.
Evaluates and quantifies new and historical business data.
Executes controllership and reporting for select business segments.
Designs and proposes evidence-based turnover reporting and cost calculation.
Performs ad hoc business analysis.
Looks for new ways to analyze the business and drive results.
Other duties as assigned.