Financial Strategy Associate

Job Description

Job Description

About Brightway

Established in 2008, Brightway has grown to become one of the largest privately-owned property / casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.4 billion in annual premiums. Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients’ most important assets through consultation, curated choice, and confidence. While Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success.

Scope

As a Financial Strategy Associate, you will play a crucial role in supporting the financial strategy of the organization. You will be responsible for analyzing financial data, creating detailed financial models, and evaluating investment opportunities to provide actionable insights to executive leadership.

Job Responsibilities

Financial Modeling : Develop and maintain complex financial models to forecast business performance and evaluate investment cases.

Budgeting and Forecasting : Assist in the preparation of annual budgets and periodic forecasts, ensuring accuracy and alignment with strategic goals.

Variance Analysis : Analyze variances between actual results and forecasts / budgets, providing explanations and 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.

Market Analysis : Conduct competitor analysis and market research to inform strategic decisions and identify growth opportunities.

Collaboration : Work closely with senior business leaders to gather data, identify business needs, and provide financial guidance

Qualifications

Strong proficiency in financial modeling and Excel.

Excellent analytical and problem-solving abilities.

Ability to interpret complex financial data and provide actionable insights.

Strong communication and presentation skills.

Attention to detail and high level of accuracy.

Personal Attributes :

Proactive : Takes initiative to identify and solve problems.

Detail-Oriented : Pays close attention to detail, ensuring accuracy in all work.

Collaborative : Works well with others and values teamwork.

Adaptable : Able to thrive in a fast-paced, dynamic environment.

Education and Experience

Education : Bachelor's degree in Finance, Economics, or a related field.

Experience : 2+ years of experience in Corporate Finance or Strategy, Investment Banking, or a related field.

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. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.