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Director of Financial Systems and Transformation

Role overview

Qualifications

  • Bachelor’s degree in Accounting, Finance, Information Systems, or related field
  • 10+ years of experience in financial systems or finance transformation roles
  • Insurance industry experience (carrier, brokerage, MGA) strongly preferred
  • Strong understanding of financial controls and compliance

Responsibilities

  • Lead financial systems discovery initiatives across AHI on behalf of Finance
  • Evaluate financial software, tools, and workflows supporting insurance operations
  • Oversee vendor evaluation, RFPs, and system selection
  • Serve as liaison between Accounting, Finance, and Technology teams

Key facts

Other skills

  • Communication
  • Collaboration
  • Leadership

About the company

Brown & Brown Insurance logo

Brown & Brown Insurance

Insurance Brokerage & Agencies

Brown & Brown Insurance delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

Company details

Company typeXLarge
IndustryInsurance Brokerage & Agencies
Company size10001

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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.

Arrowhead Intermediaries is seeking a Director of Financial Systems & Transformation to join our growing team in Florida or North Carolina. 

The Director of Financial Systems and Transformation will work with the Technology Solutions organization to drive key business requirements, needs, and priorities in the discovery, evaluation, selection, and implementation of financial systems supporting Arrowhead Intermediaries (AHI).  Knowledge of AI platforms and applications will be critical to evaluating solutions and practical use casesThis role serves as the primary liaison between Accounting, Finance, and Technology to ensure financial systems align with business needs, regulatory requirements, internal controls, and Brown & Brown enterprise standards. Experience within the insurance industry—carrier, brokerage, MGA, or specialty insurance environment—is critical to initial success in this role. 

How You Will Contribute: 

  • Lead financial systems discovery initiatives across AHI on behalf of Finance 

  • Evaluate financial software, tools, and workflows supporting insurance operations. 

  • Oversee vendor evaluation, RFPs, and system selection. 

  • Serve as the AHI team lead for innovation and AI application 

  • Serve as liaison between Accounting, Finance, and Technology teams. 

  • Ensure systems align with compliance, controls, and GAAP requirements. 

  • Partner with Brown & Brown enterprise Finance and Technology teams. 

  • Support system implementations and post-implementation optimization. 

  • Assist in preparation of business cases and ROI analysis. 

  • Collaborate with Program Management on planning, resourcing, and prioritization. 

 

Skills & Experience to be Successful: 

  • Bachelor’s degree in Accounting, Finance, Information Systems, or related field. 

  • 10+ years of experience in financial systems or finance transformation roles. 

  • Insurance industry experience (carrier, brokerage, MGA) strongly preferred. 

  • Experience leading system evaluations and implementations. 

  • Strong understanding of financial controls and compliance. 

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.


Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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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Marcus Rivera

Chief Revenue Officer

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