Senior Financial Analyst (Insurance experience)

Overview

A fully remote Senior Financial Analyst position is available, supporting the Longwood, FL office. Candidates should have previous experience in the insurance industry and hold a bachelor's degree.

Note: Although the role is posted as fully remote, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity when business needs arise. Remote work requires a dedicated, distraction-free workspace and is not intended to accommodate childcare, elder care, or other personal responsibilities during working hours.

Responsibilities

• Partner with division sales and service leadership to provide financial analysis and insights supporting business decisions.
• Coordinate the annual budgeting process and assist with periodic forecasting.
• Perform variance analysis on general ledger activity to identify drivers of budget, forecast, and prior-year variances; 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, analyzing trends and risks.
• Track payroll and related expenses to ensure compliance with approved headcount, compensation, and budget targets.
• Prepare materials and lead 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 such as policies in force, premium, revenue, and lines of business to support strategic planning.
• Deliver divisional KPI results and insights to monitor performance against goals.
• Engage in continuous professional development through internal and external opportunities.

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 is strongly preferred.
• Advanced proficiency in Microsoft Excel.
• Experience integrating data into reporting and analytics platforms; Power BI experience preferred.
• Strong analytical, research, and problem-solving skills.
• Excellent organizational, prioritization, and multitasking abilities.
• Outstanding verbal and written communication skills.
• Ability to manage large volumes of work independently with accuracy and attention to detail.

Compensation & Benefits

• Salary range: $80,000 to $100,000 per year, depending on experience, relevant skills, and geographic location.
• Competitive salaries with bonus potential.
• Company-paid health insurance.
• Paid holidays, vacation, and sick time.
• 401(k) plan with employer match.
• Opportunities for professional growth and career progression.
• Supportive work environment promoting work/life balance.
• Commitment to community service.

Location

Fully remote with support for the Longwood, FL office. Candidates within 50 miles of a branch may be required to work onsite occasionally in a hybrid capacity.