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Senior Financial Analyst

Role overview

Qualifications

  • 5+ years of experience in an analyst role
  • Bachelor’s degree; Master’s degree preferred but not required
  • Expert-level proficiency in Microsoft Excel and PowerPoint; Power BI proficiency preferred but not required
  • Experience delivering projects and initiatives that deliver measurable financial results with a focus on driving organic growth

Responsibilities

  • Mentor and train financial analysts; work with the Director of FPA on budgeting, forecasting, financial planning, and decision support across supported offices
  • Review and explain income statement fluctuations; analyze year-over-year growth, profitability, and performance against budget/forecast
  • Develop and maintain budgets and forecasts across supported offices; partner with office leaders to enhance financial analysis and deliver actionable business intelligence
  • Provide standard and ad hoc analyses; prepare materials for monthly, quarterly, and annual financial reviews; assist in acquisition due diligence and implementation of finance tools; support month-end accruals

About the company

Arrowhead Programs logo

Arrowhead Programs

Insurance

Arrowhead Programs offers one of the largest portfolios of insurance program business worldwide, spanning commercial, personal, professional liability, public entity and specialty insurance. In collaboration with top-rated insurance companies, our managing general underwriters and program administrators deliver a portfolio of niche offerings to address the specialized needs of policyholders.

Company details

IndustryInsurance
Company size1001 - 5000

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Job description

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 Senior Financial Analyst to join our growing team.

 

Reporting to the Director of FP&A, the Sr. Financial Analyst will assist the FP&A team primarily in the areas of budgeting, forecasting, financial planning, ad hoc analysis, and operational initiatives.  This role will be responsible for data analytics, metrics optimization and the implementation of new policies, procedures and initiatives, as well as, creating a business partnership with team members across supported offices in Arrowhead Specialty.

 

How You Will Contribute: 

  • Mentor and train financial analysts.
  • Work closely with the Director of FP&A in all financial planning & analysis and decision support functions across supported offices.
  • Review/Prepare income statement fluctuations ensuring explanations are clear, concise and adequately explain any variances.
  • Analyze and track results relating to year-on-year growth, profitability, performance to budget and forecast across a broad range of metrics in support of business and finance leaders while seeking to optimize business performance.
  • Review/Prepare budgets and forecasts across supported offices.
  • Partner with office leaders to enhance the financial analysis of the business including developing/fine tuning metrics and measures to increase insight on performance drivers of the business which provide senior leadership with clear, actionable business intelligence.
  • Develop and maintain strong working relationships with office leaders, Senior Financial Analysts, Accounting Centers of Excellence, and operational teams throughout the organization.
  • Provide standard and ad hoc analysis; look for new ways to analyze the business and drive productivity.
  • Review/Prepare analysis, commentary, and presentation material for monthly, quarterly and annual financial review meetings. 
  • Assist in acquisition integration/due diligence.
  • Partner with stakeholders and functional peers to assist with the implementation of newer finance tools including Workday Adaptive Budget and Forecasting system, standardized Agency Management system, Risk Match, Carrier Scorecard analysis, and other technology initiatives across Arrowhead Specialty.
  • Assist in month end accruals as needed.
  • Other duties as assigned.

 

Skills & Experience to be Successful: 

  • A minimum of 5+ years of experience in an analyst role.
  • Must have experience in delivering projects and initiatives that deliver measurable financial results with a focus on driving organic growth.
  • Bachelor’s degree; Master’s degree preferred but not required.
  • Expert level proficiency in Microsoft suite; focus on Excel and PowerPoint.
  • Proficiency in Microsoft Power BI preferred but not required.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • 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.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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