Finance & Operations Program Lead
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Locations: Sandy Springs ("Atlanta"), GA, USA
Time Type: Full Time
Posted On: Posted Yesterday
Job Requisition ID: R24_0000003667
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's Risk Solutions team, formerly known as Beecher Carlson, is looking for a Finance & Operations Program Lead to join the team in Atlanta, GA or Boardman, OH.
The Finance & Operations Program Lead will be responsible for leading Brown & Brown's multi-product program and accounting operations through partnerships with carriers, profit centers, and business partners. This role will perform analytics and oversight of all related processes while working to expand business models that affect strategic vision to support profitability and growth. Responsibilities include but are not limited to:
Essential Duties and Responsibilities:
- Point of escalation and contact for overall program in investigating and problem-solving on accounts; develop relationships with carriers to quickly resolve open items.
- Develop and document business processes and accounting policies to maintain, monitor, and strengthen internal controls.
- Advance and evolve overall program through process improvements and automation as the program expands to include additional products and carriers.
- Utilize BI tools to develop analytics to support and grow the business, analyze trends, and complete financial projections.
- Validate entries made in Workday by profit centers, and ensure support is adequate for application to invoices.
- Develop strong relationships with profit centers; provide actionable and informative communications on key actions or statuses to maintain superior customer service and client satisfaction.
- Ensure carrier payments are applied timely to prevent any lapse in coverage for our clients.
- Compile and record authorized monthly journal entries in general ledger systems and in Agency Management systems where appropriate.
- Leverage and/or develop tools to track outstanding activities and lead appropriate teammates to ensure timely resolution.
- Reconcile account activity where appropriate; monitor accounts receivable, track outstanding actions to ensure timely payments and processing.
- Provide reporting to Profit Centers on aged items and status of accounts where appropriate.
- Prepare weekly updates on accounts receivable for Sr. Director, Accounting Operations.
- Other duties as assigned.
Competencies:
- Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
- Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas, and exhibits willingness to try new things.
- Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
- Written communication—the individual edits work for spelling and grammar, presents numerical data effectively, and is able to read and interpret written information.
- Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, and maintains confidentiality.
- Quality control—the individual demonstrates accuracy, attention to detail, and thoroughness and monitors own work to ensure quality.
- Adaptability—the individual adapts to changes in the work environment, manages competing demands, and is able to deal with frequent change, delays, or unexpected events.
Qualifications:
- Bachelor’s degree in Accounting and/or Finance with 7+ years of experience in a related position with similar duties.
- Insurance experience highly preferred.
- Workday experience highly preferred.
- Strong understanding of ledger and business systems to support current model and scale for growth.
- PMP certification or Six Sigma Training or Certification a plus.
- Excellent analytics skills with attention to detail.
- Proven financial reporting and leadership skills.
- Advanced Excel skills.
Physical Requirements Necessary on a Regular Basis:
- Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse, and telephone 7-8 hours per day.
- Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
- Vision sufficient for use of a computer monitor.
- Ability to sit at a desk 7-8 hours per day.
Additional Requirements:
- Leadership responsibility.
- Excellent communication and business partnership skills.
- Travel is required to meet with business partners.
- Strong problem-solving skills.
- Ability to streamline and improve business processes.
- Ability to lead cross-functional teams.
Compensation & Perks:
- Excellent growth and advancement opportunities.
- Competitive pay based on experience.
- Discretionary time off.
- Generous benefits package: health, dental, vision, etc.
- Employee Stock Program.
- Education Assistance Program – tuition reimbursement, student loan repayment assistance, etc.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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