Senior Financial Analyst (Insurance experience)

Insurance Office of America

1d•Remote

About The Position

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.

Requirements

Bachelor’s degree in Finance, Business Administration, or a related analytical field
Minimum of three (3) years of financial analysis experience
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

Nice To Haves

Previous experience working in the insurance industry.
Prior finance experience in the insurance industry strongly preferred.

Responsibilities

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.