Financial Analyst
Amwins
This job at a glance
- Who can apply
- New grads and up to 3 years · Bachelor's degree
- Must know
- Financial analysisExcelBudgetingSalesMarketingOperations
- Nice to have
- SQLPower BI
- Work
- On-site in Charlotte
- Pay
- Not stated by the employer.
- Listed
- Oct 27, 2026 · still open
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About the Role
Amwins is seeking a Financial Analyst to join the Brokerage Finance team in Charlotte, NC (Onsite). This role supports financial reporting, planning, and analysis, preparing monthly, quarterly, and annual reports, conducting ad hoc analysis, and assisting leadership with informed decision-making. The ideal candidate enjoys working with Excel, digging into data, and translating findings into clear insights. This position also offers opportunities to develop skills with SQL, Power Query/Power Pivot, Power BI, and AI tools. We are looking for a thoughtful communicator who is organized, receptive to 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.
Requirements & Tech Stack
- 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
Qualifications
- Bachelor's degree, ideally in Finance, Accounting, Economics, or a related field
- 0–3 years of relevant experience in finance, accounting, or analytics