Senior FP&A Analyst

About Brightway Established in 2008 Brightway is proud to be one of the fastest growing insurance agency systems in the United States With over 350 franchises spanning 35 states and an impressive 13 billion in annual premiums we rank among the nations largest privately owned property and casualty insurance distribution companies We support our agency owners with comprehensive back office services marketing resources and continuous learning and development We are embarking on the next stage of our customer centric growth driven by innovation from our talented associates and the application of cutting edge technologies This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture As a Brightway team member youll engage in exciting projects that are reshaping the industry working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients most valuable assets Job Responsibilities Budgeting and Forecasting Assist in the preparation of annual budgets and periodic forecasts ensuring accuracy and alignment with strategic goals Financial Modeling Develop and maintain complex financial models to support budgeting forecasting and evaluation of financial performance Scenario Analysis Build and maintain detailed financial models to support scenario planning and strategic decision making Variance Analysis Analyze variances between actual results and forecastsbudgets providing explanations and actionable insights to management Investment Evaluation Assess new and existing projects investments and assets to determine their financial viability and potential return on investment Reporting Prepare and present detailed financial reports and dashboards to senior management highlighting key metrics and trends Process Improvement Enhance FP&A processes tools and reporting capabilities to support scalability in a high growth environment Collaboration Work closely with senior business leaders to gather data identify business needs and provide financial guidance Strategic Partnership Serve as a trusted advisor to leadership and cross functional groups translating financial insights into actionable strategies Technical Skills Licenses Certifications Familiarity with financial statements and basic accounting principles Budgeting forecasting and variance analysis Financial modeling Data Analysis ability to interpret datasets and identify trends Advanced Excel complex modeling pivot tables etc PowerPoint proficiency Board level and C suite reporting Bonus ERP & Reporting Tools SAP Oracle NetSuite or similar Bonus BI Tools Power BI Tableau for visualization Soft Skills Detail oriented & analytical Ability to dig into numbers and explain variances Business partnering Comfortable working cross functionally with operations technology marketing business teams and leadership Communication Strong presentation skills for communicating financial analysis in a clear impactful manner both to leadership and cross functionally Adaptability and flexibility Thrives in a fast paced evolving environment Problem solving Ability to identify issues and propose actionable solutions Ability to take direction and then work independently and manage deadlines with moderate supervision Ability to work in a dynamic team environment; comfortable with changingscaling processes Education and Experience Bachelors degree in Finance Accounting Economics Business or a related field with strong academic performance in quantitative courses 25 years in FP&A or corporate finance ideally with exposure to o Budgeting forecasting variance analysis o Strategic planning and board level reporting Bonus Experience in Banking or Insurance This position is onsite in Charlotte North Carolina Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration Our goal is to provide a work environment that is free from discrimination and harassment where everyone has an equal opportunity to succeed and grow