Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Analyst

$65k - $85k

Insurance Office of America

Description

Job Description:

Title: Financial Analyst

Work Mode:  Fully Remote | Supporting:  Longwood, FL office | Experience: Bachelor's degree. Must have 2+ years of financial related experience. Strong in MS Excel.


Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations

About the Role: 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.

Ideal Candidate 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


What We Offer:

  • 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


What to Expect (Application Process):

  • 30-Minute Phone Screen, Online Assessments, and Interview(s)

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.

Summary

The Financial Analyst will be responsible for reporting on producer-level activities, including but not limited to gross revenue, production credit, new and lost business, and developing Power BI reporting to accurately track and effectively present the above metrics. · Track and report on monthly producer gross revenue, new business, and lost business. · Reporting and tracking of producer performance as it relates to the various producer equity programs ensuring proper production credit for any deviations from standard process. · Report and track individual producer performance as it relates to the earn out. · Track and report on monthly performance of ramping producers. · Track and report on organizational KPI and metrics related to producer performance. · Liaison with Data Analytics team to develop and maintain end-user dashboards within Power BI to provide on-demand viewing of producer metrics. · Assist with cash flow forecasting as it relates to the various producer equity programs. · Assist with cap table implications related to the producer equity programs.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Analyst in Fort Lauderdale, FL vacancy
  • $90k - $120k

     ...provided by CFS. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Title Senior Financial Analyst Salary Range $90,000 - 120,000 Location Dania Beach About The Company And Senior Financial Analyst Role Very stable logistics... 
    Suggested
    Full time
    Work at office

    CFS

    Fort Lauderdale, FL
    3 days ago
  •  ...our promise of Strong Minds, Good Hearts™ through an education model that gives every student the opportunity for success. As a Financial Analyst, you will support multi-company budgeting, forecasting and financial management requirements. The incumbent will perform... 
    Suggested
    Work at office

    ViziRecruiter

    Fort Lauderdale, FL
    1 day ago
  • Description and Requirements General Description: Responsible for effective forecasting and financial reporting for assigned areas. Work closely with various departments/divisions. Includes finance, sales, regional management, and the National Accounting Center. Ensure... 
    Suggested
    Temporary work
    Work at office
    Flexible hours

    USI Holdings Corporation

    Fort Lauderdale, FL
    3 days ago
  •  ...Health Corporate Spectrum Shift: Shift 1 FTE: 1.000000 Summary: Provides analytical and technical support and expertise for financial functions. Manages database systems in support of financial and statistical models used to ensure quality reporting necessary to... 
    Suggested
    Shift work

    Aya Healthcare

    Fort Lauderdale, FL
    2 days ago
  • Job TitleProvides analytical, technical support, and expertise in the utilization of financial databases. Creates data reports district wide and specialized data requests.Education: Essential: BachelorExperience: Essential: Three Years
    Suggested

    Aya Healthcare

    Fort Lauderdale, FL
    4 days ago
  •  ...Requirements The financial analyst is responsible for maintaining financial integrity and accuracy in a changing strategic and financial landscape. The analyst must have a deep understanding of the unique debt and insurance landscape in healthcare in addition to excellent... 
    Work at office
    Immediate start

    Solaris Health

    Fort Lauderdale, FL
    4 days ago
  • $65k - $85k

     ...Description Job Description: Title: Financial Analyst Work Mode:  Fully Remote | Supporting:  Longwood, FL office | Experience: Bachelor's degree. Must have 2+ years of financial related experience. Strong in MS Excel. Please note: If this position... 
    Work at office
    Remote work

    Insurance Office of America

    Dania Beach, FL
    5 days ago
  •  ...Seacoast Bank is seeking a FP&A Senior Financial Analyst to join its Financial Planning & Analysis team in Fort Lauderdale. You will drive budgeting, performance management, and M&A activities while building robust financial models and communicating insights to leadership... 

    Seacoast Bank

    Fort Lauderdale, FL
    3 days ago
  •  ...Financial Analyst — Fort Lauderdale, FL (In-Office) We're seeking a detail-oriented Financial Analyst to join our team at our Fort Lauderdale office. In this role, you'll analyze financial data, prepare reports, and provide insights that support business decisions across... 
    Full time
    Work at office

    LGST Services LLC.

    Fort Lauderdale, FL
    2 days ago
  • GA Telesis, LLC is looking for an FP&A Analyst to drive financial planning and analysis across their operations. This role, based on-site in Fort Lauderdale, FL, requires strong analytical skills and experience in budgeting and financial analysis. The successful candidate... 

    GA Telesis

    Fort Lauderdale, FL
    3 days ago
  •  ...Staffing is recruiting on behalf of a client seeking a Financial Analyst to support financial reporting, forecasting, and business analysis initiatives. This hybrid opportunity offers the chance to work with financial data, develop analytical reports, and contribute to... 
    Work at office

    Torentify

    Fort Lauderdale, FL
    1 day ago
  •  ...everyone you work with. You love diving deep into research and financial analysis to provide ultimate solutions and proposals to your clients...  ...to expand your knowledge in the industry. As a Financial Analyst you'll be at the heart of our support operations by providing... 

    Colliers International

    Fort Lauderdale, FL
    2 days ago
  •  ...Senior Financial Analyst – FP&A Ultimate Kronos Group is seeking a hardworking & dedicated Senior Financial Analyst – FP&A to join our Sales Finance team. The right candidate will thrive in a highly visible individual contributor role supporting Sales by leading the... 

    UKG, Inc.

    Fort Lauderdale, FL
    1 day ago
  •  ...Senior Financial Analyst Our Opportunity: Chewy is seeking a highly motivated and strategic Senior Financial Analyst to join our Corporate Finance Business Partnerships team as a Finance Business Partner supporting enterprise G&A functions! In this highly visible... 

    Chewy

    Fort Lauderdale, FL
    1 day ago
  •  ...Senior Financial Analyst | South Florida | Competitive Salary + 10% Bonus + Full Benefits Step into a high-visibility, strategically important role at this high-growth client company. This newly created role will sit at the intersection of capital markets, treasury, FP... 
    Work at office

    Taylor White

    Fort Lauderdale, FL
    4 days ago
  • $80.8k - $105k

     ...together. Because at UKG, your work matters—and so do you. Ultimate Kronos Group is seeking a hardworking & dedicated Senior Financial Analyst – FP&A to join our Sales Finance team. The right candidate will thrive in a highly visible individual contributor role... 
    Local area

    UKG

    Fort Lauderdale, FL
    5 days ago
  •  ...Senior Financial AnalystOur Opportunity:Chewy seeks a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join our Commercial FP&A Finance team! Combining an understanding of Finance, and practical knowledge of financial documents while using data... 

    Chewy

    Fort Lauderdale, FL
    2 days ago
  • $86.5k - $138.5k

     ...Senior Financial AnalystOur Opportunity:Chewy seeks a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join our rapidly growing Healthcare Finance team! Combining an understanding of finance, practical knowledge of financial statements and using... 
    Local area
    Flexible hours

    Chewy

    Fort Lauderdale, FL
    1 day ago
  •  ...Senior Financial Analyst – Supply Chain Chewy seeks a highly motivated, analytical, and confident Senior Financial Analyst – Supply Chain Finance to join our Supply Chain Finance Team, in our Plantation, FL headquarters. Combining an understanding of finance, strong... 

    Chewy

    Fort Lauderdale, FL
    4 days ago
  •  ...Chief Financial & Investment Officer Rapidly growing Single Family Office is seeking a strategic Chief Financial & Investment Officer to serve as a trusted advisor to the Principal. This executive will oversee financial strategy, investment analysis, portfolio reporting... 
    Work at office

    The Quest Organization

    Fort Lauderdale, FL
    4 days ago
  • $106.7k

     ...and application of methodologies.  What Will Help You Be Successful You enjoy working with Oracle FP&A applications to streamline financial processes and enhance business performance. You are motivated to learn and interested in all things related to Oracle Cloud, including... 
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    Protiviti

    Fort Lauderdale, FL
    3 days ago
  • $80k - $100k

     ...and experience — talk with your recruiter to learn more. Base pay range $80,000.00/yr - $100,000.00/yr Brief Description Senior Financial Analyst – ICBD Downtown Fort Lauderdale, FL HQ – In-Office About ICBD ICBD is a robust single-family office focused on private... 
    Full time
    Work experience placement
    Work at office
    Flexible hours

    Exact Billing Solutions

    Fort Lauderdale, FL
    4 days ago
  •  ...Billing AnalystThe Billing Analyst is responsible for ensuring the accuracy and integrity of customer invoicing and billing transactions. This role manages billing adjustments, credit and rebill activities, pricing corrections, tax updates, purchase order modifications... 
    Monday to Friday

    Future Tech Enterprise

    Fort Lauderdale, FL
    1 day ago
  • $150k - $180k

    Job Description Job Description Drive change and innovation in the industry. P&C insurance company is seeking an Associate Actuary who will focus on reserving activities, including the analysis & evaluation of loss & loss adjustment expense reserves. The ideal candidate...
    Remote work

    DW Simpson

    Fort Lauderdale, FL
    6 days ago
  •  ...Chief Financial & Investment Officer About the Company Rapidly growing single family office managing diversified investments and strategic capital allocation. Industry Investment Management Type Privately Held About the Role The Company is in search... 
    Work at office

    Confidential

    Fort Lauderdale, FL
    2 days ago
  • $100k - $150k

     ...the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family... 
    Full time
    Work at office
    Local area

    EisnerAmper

    Fort Lauderdale, FL
    4 days ago
  • Insight Global is seeking a Sr Financial Analyst supporting a large customer in Davie, FL. This individual will be responsible for preparing and analyzing financial statements, managing financial reporting processes, supporting audits, ensuring compliance with US GAAP and... 

    Insight Global

    Fort Lauderdale, FL
    5 days ago
  •  ...Job Description Job Description Portfolio Optimization Business Analyst Job Location: Essex, CT Hybrid Schedule: 3 Days in Office/ 2 Days Remote Job Summary: The Portfolio Optimization Business Analyst plays a critical role in ensuring the integrity of... 
    Work experience placement
    Work at office
    Remote work

    Proponent, Inc

    Fort Lauderdale, FL
    8 days ago
  • $320k - $410k

    Job Description Job Description Corporate M&A Associate (4–7 Years) – Multiple Locations | Onsite (Tampa, Fort Lauderdale, Northern Virginia, New York) Company: Direct Counsel represents a reputable law firm Job Type: Full-Time | Onsite Overview Direct...
    Full time

    Direct Counsel

    Fort Lauderdale, FL
    more than 2 months ago
  •  ...Acquisition Analysis. This position plays a key role in providing the financial models and analysis for financial transparency, operational...  ...operating all over the world.   The M & A Financial Analyst will synthesize massive, disparate data points into uniform, forward... 

    Envision Staffing Solutions

    Fort Lauderdale, FL
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Analyst. Be the first to apply!