Financial Analyst

Role Description

Responsible for analyzing and reporting on producer-level financial and operational performance, including revenue, production credit, and business activity metrics. This role supports data-driven decision-making by developing reporting tools, dashboards, and analytics that provide visibility into key performance indicators. The Financial Analyst partners with internal stakeholders to deliver accurate insights, improve reporting capabilities, and support strategic initiatives related to producer performance and equity programs.

Key Responsibilities

• Producer Performance Reporting: Track and report on monthly producer metrics, including gross revenue, new business, and lost business activity.
• Equity Program Tracking: Monitor producer performance related to equity programs, ensuring accurate production credit and proper handling of deviations.
• Earn-Out Reporting: Track and analyze individual producer performance related to earn-out structures and payout triggers.
• Ramp Performance Analysis: Monitor and report on performance of ramping producers, identifying trends and variances against expectations.
• KPI & Metrics Reporting: Develop and deliver organizational KPIs and performance metrics related to producer activity and outcomes.
• Dashboard Development: Partner with the Data Analytics team to design and maintain Power BI dashboards for real-time visibility into producer performance.
• Financial Analysis & Insights: Analyze data trends and provide actionable insights to support business planning and performance improvement initiatives.
• Forecasting Support: Assist with cash flow forecasting related to producer equity programs and compensation structures.
• Capital & Program Analysis: Support analysis of cap table implications and financial impacts associated with producer equity programs.
• Professional Development: Continuously improve professional skills by participating in internal/external development opportunities.
• Champion IOA Values: Demonstrate integrity and leadership.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or a related analytical field preferred
• 2+ years of financial analysis or data analytics experience
• Advanced proficiency in Microsoft Excel
• Experience with reporting and analytics platforms (Power BI preferred)
• Strong analytical, research, and problem-solving skills
• Excellent organizational and prioritization skills with ability to manage multiple priorities
• Outstanding verbal and written communication skills
• Ability to work independently with high 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

Salary Range

The expected pay range for this position is $65,000 to $85,000 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.