Senior Financial Analyst, Insurance Experience

🔥 8 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $80k - $100k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Insurance Office of America

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1988

Insurance

Insurance Office of America is a comprehensive insurance agency providing a wide range of insurance services to businesses and individuals. The company offers business insurance coverages such as casualty, commercial auto, construction, cyber liability, and many more. They also provide personal insurance options including vehicle insurance, property insurance, and life and disability insurance. Additionally, IOA specializes in risk management and offers various employee benefits and retirement planning services. Their mission is to focus on clients' risks so they can pursue their dreams with peace of mind. With more than 60 locations and 72,000 clients, Insurance Office of America is one of the largest privately held independent agencies in the US.

📋 Description

• Support division sales and service leadership on all financial matters, providing analysis and insights to inform business decisions • Facilitate the annual budgeting process and support periodic forecasting efforts for the division • Analyze general ledger activity to identify key drivers of budget, forecast, and prior‑year variances and communicate findings to stakeholders • Evaluate divisional investments by assessing return on investment, financial impact, and alignment with budget objectives • Monitor and report revenue performance of significant accounts, including analysis of trends and risks • Track payroll and related expenses to ensure compliance with approved headcount, compensation, and budget targets • Prepare materials and conduct monthly financial review meetings with sales and service leadership • Develop and distribute monthly financial reports and commentary summarizing performance and key drivers • Track and analyze book of business metrics (e.g., policies in force, premium, revenue, and lines of business) to support strategic planning • Deliver divisional KPI results and insights to monitor performance against goals • Continuously improve professional skills by participating in internal/external development opportunities • Demonstrate integrity and leadership

🎯 Requirements

• Bachelor’s degree in Finance, Business Administration, or a related analytical field • Minimum of three (3) years of financial analysis experience • Prior finance experience in the insurance industry strongly preferred • Advanced proficiency in Microsoft Excel • Experience integrating data into reporting and analytics platforms (Power BI preferred) • Strong analytical, research, and problem‑solving skills • Excellent organizational, prioritization, and multi‑tasking abilities • Outstanding verbal and written communication skills • Ability to manage large volumes of work independently with accuracy and attention to detail

🏖️ Benefits

• Competitive salaries and bonus potential • Company-paid health insurance • Paid holidays, vacations, and sick time • 401K with employer match • Professional growth and career progression opportunities • Respectful culture and work/family life balance • Community service commitment • Supportive teammates and a rewarding work environment