Brown & Brown Insurance Logo

Brown & Brown Insurance

Director of Financial Systems and Transformation

Posted 4 Days Ago
Be an Early Applicant
Remote
2 Locations
Expert/Leader
Remote
2 Locations
Expert/Leader
Leads financial systems discovery, software evaluations, vendor RFPs, system selection, AI application initiatives, implementations, and optimization. Acts as the liaison among Finance, Accounting, and Technology, ensuring systems meet business needs, GAAP, regulatory, control, and enterprise requirements. Partners on business cases, ROI analysis, prioritization, planning, and resourcing, with insurance industry experience supporting success.
The summary above was generated by AI

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”. 

Similar Jobs

3 Hours Ago
In-Office or Remote
United States
Entry level
Entry level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Handle inbound and outbound mortgage collections calls, review account status, collect payments, evaluate customer finances, negotiate repayment solutions, and document account actions. Ensure compliance with customer information security, debt collection, and mortgage regulations while meeting quality, productivity, and operational targets. The role includes extensive training and operates on a hybrid schedule with three days onsite and two days remote in Irving, Texas.
Top Skills: Ai SimulationsDigital Phone SystemsExcelMicrosoft WordMsp/Black Knight
7 Hours Ago
Remote or Hybrid
45K-85K Annually
Junior
45K-85K Annually
Junior
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handles inbound calls and warm leads, consults customers on insurance needs, recommends appropriate Property and Casualty coverages, and converts prospects into policyholders. Completes paid licensing and sales training, represents the Liberty Mutual brand, provides customer-focused service, and meets sales goals. Requires a flexible schedule covering four weekdays and one weekend day, plus a compliant home workspace and high-speed wired internet connection.
Top Skills: Cable/Fiber/Dsl InternetPc
7 Hours Ago
Remote or Hybrid
45K-85K Annually
Junior
45K-85K Annually
Junior
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound calls and warm leads, assess customers’ insurance needs, recommend appropriate Property and Casualty products and coverages, and convert prospects into policyholders. The role includes paid training and licensing, customer-focused sales, brand representation, schedule flexibility, and remote work requirements. Representatives must meet performance goals, communicate persuasively, maintain strong organizational skills, and work four weekdays plus one weekend day on assigned shifts.
Top Skills: PcWired High-Speed Internet

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account