Senior Financial Analyst (Insurance experience)

Insurance Office of America; Quincy (FL); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Paid holidays

401K with employer match

Career growth

Work‑life balance

Community service

Supportive teammates

Job summary

Insurance Office of America (IOA) is seeking a Senior Financial Analyst to partner with division sales and service leadership, delivering comprehensive financial analysis and reporting. This role coordinates the annual budget, performs month‑end analysis, tracks key metrics, and supports monthly business reviews to drive informed decisions.

The ideal candidate has a Bachelor's in Finance/Business, 3+ years of financial analysis, strong Excel, and experience with data reporting platforms (Power

Qualifications

• 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.

Responsibilities

• Partner with division sales and service leadership to provide financial analysis and reporting support.
• Coordinate the annual budget and support month‑end analysis and reporting.
• Track key book of business metrics and support monthly business reviews.
• Translate financial data into actionable insights to drive decisions and divisional performance.
• Support monthly financial review meetings with sales and service leadership.
• Develop and distribute monthly financial reports and commentary on performance and drivers.
• Track and analyze book of business metrics (policies in force, premium, revenue, lines of business).
• Deliver divisional KPI results and insights to monitor goals.

Skills

Excel

Power BI

Financial Analysis

Budgeting

Forecasting

Variance Analysis

Data Visualization

Communication

Attention to Detail

Education

Bachelor's degree in Finance/Business

Job description

Title: Senior Financial Analyst

Job Description

Work Mode: Fully remote | Location/Supporting: Longwood, FL office | Experience: Previous experience working in the insurance industry. Bachelor's degree required.

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: The Senior Financial Analyst partners closely with division sales and service leadership to provide comprehensive financial analysis and reporting support. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews. The Senior Financial Analyst plays a critical role in translating financial data into actionable insights that drive informed decision‑making and divisional performance.

Key Responsibilities

• Financial Partnership: Support division sales and service leadership on all financial matters, providing analysis and insights to inform business decisions.
• Budgeting & Forecasting: Facilitate the annual budgeting process and support periodic forecasting efforts for the division.
• Variance Analysis: Analyze general ledger activity to identify key drivers of budget, forecast, and prior‑year variances and communicate findings to stakeholders.
• Investment Analysis: Evaluate divisional investments by assessing return on investment, financial impact, and alignment with budget objectives.
• Revenue Performance Tracking: Monitor and report revenue performance of significant accounts, including analysis of trends and risks.
• Payroll & Expense Monitoring: Track payroll and related expenses to ensure compliance with approved headcount, compensation, and budget targets.
• Monthly Financial Reviews: Prepare materials and conduct monthly financial review meetings with sales and service leadership.
• Financial Commentary & Reporting: Develop and distribute monthly financial reports and commentary summarizing performance and key drivers.
• Book of Business Analytics: Track and analyze book of business metrics (e.g., policies in force, premium, revenue, and lines of business) to support strategic planning.
• KPI Reporting: Deliver divisional KPI results and insights to monitor performance against goals.
• 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
• 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

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 $80,000 to $100,000 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.