Financial Analyst - Brokerage

Job Title: Financial Analyst

Location: Charlotte, NC (Onsite)

Department: Brokerage Finance

Position Overview:

Our Finance team is looking for a Financial Analyst to support financial reporting, planning, and analysis across the division. You’ll prepare monthly, quarterly, and annual reporting , investigate business performance through ad hoc analysis , and help leaders make informed decisions. Your work will support Division and Group Leadership, Branch Leaders, Sales Teams, and other groups within Amwins.

This role is a good fit for someone who enjoys working in Excel, digging into data, and turning findings into clear insights. You’ll also develop your skills with SQL, Power Query/Power Pivot, Power BI, and AI tools. We’re looking for a thoughtful communicator who stays organized, welcomes feedback, and takes initiative to improve processes, efficiency, and accuracy.

Key Responsibilities

Prepare, validate, and consolidate financial and operational data for recurring reports, presentations, and leadership commentary.

Analyze revenue, expenses, profitability, and operating metrics, explaining trends and variances against plans, forecasts, and prior periods.

Conduct ad hoc analyses to answer business questions, investigate performance drivers, and support decisions across the division.

Coordinate book and account transfers, producer code changes, and related reporting updates, while maintaining user access and permissions for finance reporting tools.

Support annual planning and ongoing forecasting by updating assumptions, consolidating inputs, and reviewing results.

Partner with teams across Amwins, including Finance, HR, Operations, Sales, and Marketing, to gather inputs, resolve discrepancies, communicate findings, and prepare conference materials.

Develop and improve reporting tools and workflows, using automation and AI to reduce manual work while strengthening accuracy checks and validating outputs.

Qualifications

Bachelor's degree, ideally in Finance, Accounting, Economics, or a related field

0–3 years of relevant experience in finance, accounting, or analytics

Proficiency in Microsoft Excel

Strong analytical and communication skills, with attention to detail and the ability to explain findings clearly

Ability to manage multiple priorities and meet deadlines

Familiarity with SQL, Power Query/Power Pivot, Power BI, or AI tools is a plus

The Amwins Advantage: Benefits & Perks Available to Full-Time US Based Employees

Medical, Dental, Vision available your first day of employment

Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees

Mental health support including:

Virtual therapy

Digital coaching

24/7 EAP counseling

Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program

Health Savings Account with company contributions

Health Care FSA, Dependent Care FSA, and Commuter Benefits

Parental Leave and Adoption Assistance

Voluntary coverage options:

Life Insurance

Critical Illness

Accident

Identity Theft Protection

Retiree medical benefits available for Medicare-eligible retirees

401(k) with company match

Generous Paid Time Off and Company Holiday Schedule

Collaborative, continuing education focused work environment

Career advancement opportunities