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Senior Financial Analyst, Insurance Experience

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 1,001-5,000Since 1988H1B SponsorCompany SiteLinkedIn

Location

Florida

Posted

19 days ago

Salary

$80K - $100K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Senior Financial Analyst, Insurance Experience

Insurance Office of America

• 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

Job 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

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