Financial services representative Jobs in Lakeland, FL

Description

Job Description:

Title: Financial Analyst

Work Mode: Fully Remote | Supporting: Longwood, FL office | Experience: Bachelor's degree. Must have 2+ years of financial related experience. Strong in MS Excel.

Please note: 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: 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.

Key Responsibilities:

• Producer Performance Reporting: Track and report on monthly producer metrics, including gross revenue, new business, and lost business activity.

• Equity Program Tracking: Monitor producer performance related to equity programs, ensuring accurate production credit and proper handling of deviations.

• Earn-Out Reporting: Track and analyze individual producer performance related to earn-out structures and payout triggers.

• Ramp Performance Analysis: Monitor and report on performance of ramping producers, identifying trends and variances against expectations.

• KPI & Metrics Reporting: Develop and deliver organizational KPIs and performance metrics related to producer activity and outcomes.

• Dashboard Development: Partner with the Data Analytics team to design and maintain Power BI dashboards for real-time visibility into producer performance.

• Financial Analysis & Insights: Analyze data trends and provide actionable insights to support business planning and performance improvement initiatives.

• Forecasting Support: Assist with cash flow forecasting related to producer equity programs and compensation structures.

• Capital & Program Analysis: Support analysis of cap table implications and financial impacts associated with producer equity programs.

• 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 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

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 $65,000 to $85,000 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.

Summary

The Financial Analyst will be responsible for reporting on producer-level activities, including but not limited to gross revenue, production credit, new and lost business, and developing Power BI reporting to accurately track and effectively present the above metrics.· Track and report on monthly producer gross revenue, new business, and lost business.· Reporting and tracking of producer performance as it relates to the various producer equity programs ensuring proper production credit for any deviations from standard process.· Report and track individual producer performance as it relates to the earn out.· Track and report on monthly performance of ramping producers.· Track and report on organizational KPI and metrics related to producer performance.· Liaison with Data Analytics team to develop and maintain end-user dashboards within Power BI to provide on-demand viewing of producer metrics.· Assist with cash flow forecasting as it relates to the various producer equity programs.· Assist with cap table implications related to the producer equity programs.