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Financial Analyst – Technology
Brown & Brown Insurance. Support the Senior Financial Analyst in reviewing Workday Financial reports, analyzing detailed spend, researching paid invoices for accuracy, and reviewing journal entries within Technology.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, budgeting, and forecasting within technology functions, with a strong proficiency in Excel and financial reporting tools. Capable of collaborating with cross-functional teams to provide insights and improve financial management processes.
Highest-signal resume keywords
Financial AnalysisBudgetingForecastingVariance AnalysisExcel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingCost AllocationFinancial ModelingData AnalysisTechnology Financial Management
Soft Skills
Problem-SolvingConfidentiality
Tools & Technologies
Workday FinancialPowerBIMicrosoft OfficeClaudeCo-Pilot
Industry Keywords
FP&ACorporate FinanceInsuranceTechnology Operating ExpensesVendor Spend
About the role
Key responsibilities & impact- Support the Senior Financial Analyst in reviewing Workday Financial reports, analyzing detailed spend, researching paid invoices for accuracy, and reviewing journal entries within Technology.
- Consolidate and analyze financial data for technology functions, including operating and capital budgets, forecasts, headcount, vendor spend, allocations, and financial reports.
- Support month-end and quarter-end close activities for technology cost centers, including accruals, expense validation, and financial reporting.
- Prepare recurring and ad hoc technology financial reports, dashboards, charts, and executive-ready summaries.
- Perform budget-to-actual, forecast-to-actual, and period-over-period variance analysis; identify technology cost drivers, risks, and opportunities.
- Support annual budgeting, periodic forecasting, and long-range planning for technology functions and initiatives.
- Maintain financial models and planning schedules for technology investments, projects, contracts, and business cases; perform special analyses.
- Partner with technology leaders, Finance, Accounting, Procurement, and other stakeholders to review results, validate assumptions, and communicate financial insights.
- Develop understanding of technology services, cost structures, operational drivers, and financial metrics to improve forecast accuracy and management reporting.
- Support technology cost allocation and chargeback processes by validating drivers, analyzing impacts, and responding to stakeholder questions.
Requirements
What you’ll need- Bachelor's degree in Finance or Accounting.
- 2-5 years of experience in FP&A, financial analysis, corporate finance, or a related field; experience supporting technology or other complex cost functions is preferred.
- Experience with budgeting, forecasting, variance analysis, and management reporting; familiarity with technology operating expenses, capital investments, headcount, allocations, or vendor spend is preferred.
- Highly proficient in Excel and Microsoft Office; experience with enterprise planning, financial reporting, or technology financial management tools is preferred.
- Strong problem-solving skills.
- Ability to maintain a high level of confidentiality.
- Familiarity or exposure to PowerBI, Claude and Co-Pilot is preferred.
- Experience working in the Insurance or Finance industry is preferred.
Benefits
Comp & perks- 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
- Paid Time Off
- Holidays
- Preferred Partner Discounts