Senior Financial Analyst (Insurance experience)

Overview

A Senior Financial Analyst role is available, supporting division sales and service leadership with financial analysis and reporting. This position involves coordinating the annual budget, performing month-end analysis, tracking key business metrics, and supporting monthly business reviews to drive informed decision-making and divisional performance.

Responsibilities

• Partner with division sales and service leadership on financial matters, providing analysis and insights.
• Facilitate the annual budgeting process and support periodic forecasting.
• Analyze general ledger activity to identify drivers of budget, forecast, and prior-year variances; communicate findings.
• Evaluate divisional investments for return on investment, financial impact, and budget alignment.
• 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 conduct monthly financial review meetings with leadership.
• Develop and distribute monthly financial reports and commentary summarizing performance.
• Track and analyze book of business metrics such as policies in force, premium, revenue, and lines of business.
• Deliver divisional KPI results and insights to monitor performance against goals.
• Participate in professional development opportunities to enhance skills.

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 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.

Work Mode and Location

• Fully remote position with support from the Longwood, FL office.
• Individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as needed.
• Remote work requires a dedicated, distraction-free workspace; remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.

Compensation and Benefits

• Salary range: $80,000 to $100,000 per year, depending on experience, skills, and geographic location.
• Competitive salaries and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick time.
• 401(k) plan with employer match.
• Professional growth and career progression opportunities.

Application Process

• Includes a 30-minute phone screen, online assessments, and interviews.