Financial Analyst
Insurance Office of America•Bonita Springs, FL
•Remote
About The Position
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.
Requirements
- 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
Nice To Haves
- Experience with Power BI
Responsibilities
- Track and report on monthly producer metrics, including gross revenue, new business, and lost business activity.
- Monitor producer performance related to equity programs, ensuring accurate production credit and proper handling of deviations.
- Track and analyze individual producer performance related to earn-out structures and payout triggers.
- Monitor and report on performance of ramping producers, identifying trends and variances against expectations.
- Develop and deliver organizational KPIs and performance metrics related to producer activity and outcomes.
- Partner with the Data Analytics team to design and maintain Power BI dashboards for real-time visibility into producer performance.
- Analyze data trends and provide actionable insights to support business planning and performance improvement initiatives.
- Assist with cash flow forecasting related to producer equity programs and compensation structures.
- Support analysis of cap table implications and financial impacts associated with producer equity programs.
- Continuously improve professional skills by participating in internal/external development opportunities.
- Demonstrate integrity and leadership.
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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
