Director of Financial Systems and Transformation

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 teamin 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 cases. This 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.

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”.