Senior Financial Analyst, Insurance Experience

Insurance Office of America

Senior Financial Analyst providing comprehensive financial analysis and reporting support in the insurance industry. Role involves budgeting, forecasting, analysis, and insights-driven decision-making.

Posted 4/24/2026full-timePennsylvania, Tennessee, Virginia, Wisconsin • 🇺🇸 United StatesSenior💰 $80,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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 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 multi-tasking abilities
Outstanding verbal and written communication skills
Ability to manage large volumes of work independently with accuracy and attention to detail

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisbudgetingforecastinggeneral ledger analysisreturn on investmentrevenue performance monitoringKPI trackingdata integrationreportinganalytics

Soft Skills

analytical skillsproblem-solvingorganizational skillsprioritizationmulti-taskingverbal communicationwritten communicationattention to detailintegrityleadership