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Assistant Financial Analyst Jobs in Florida (NOW HIRING)

Insurance Office of America

Financial Analyst

Cocoa, FL

$65K - $85K/yr

Financial Analyst Work Mode: Fully Remote | Supporting: Longwood, FL office | Experience: Bachelor ... Forecasting Support: Assist with cash flow forecasting related to producer equity programs and ...

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Assistant Financial Analyst information

What are some common challenges faced by assistant financial analysts in their day-to-day work?

Assistant Financial Analysts often encounter challenges such as managing tight deadlines during reporting periods, ensuring data accuracy while handling large volumes of financial information, and adapting quickly to changes in financial regulations or company policies. They also need to balance multiple projects simultaneously and communicate findings clearly to both finance and non-finance colleagues. Developing strong organizational and technical skills, as well as being proactive in seeking guidance from senior analysts, can help navigate these common hurdles.

What is the difference between Assistant Financial Analyst vs Financial Analyst?

AspectAssistant Financial AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some certifications like CFA Level IBachelor's degree; often pursuing CFA or CPA certifications
Work EnvironmentSupportive team, entry-level tasks, data analysisMore independent, decision-making, strategic analysis
Employer & Industry UsageFinancial services, corporate finance, investment firmsSame industries, with increased responsibilities

Assistant Financial Analysts typically handle data collection and basic analysis under supervision, while Financial Analysts take on more complex financial modeling and strategic decision-making. The roles are part of the same career path, with the Assistant position serving as an entry point to becoming a Financial Analyst.

What does an assistant financial analyst do?

An Assistant Financial Analyst supports senior analysts and finance teams by gathering data, preparing reports, analyzing financial statements, and helping with budgeting and forecasting. Their role often involves conducting research on market trends, compiling financial models, and assisting in the preparation of presentations for internal or client meetings. They play a crucial role in ensuring the accuracy of financial information and providing insights that help guide business decisions.

What are the key skills and qualifications needed to thrive as an assistant financial analyst?

To thrive as an Assistant Financial Analyst, you need analytical skills, a solid grasp of finance and accounting principles, and usually a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling, Excel, and enterprise resource planning (ERP) systems like SAP or Oracle is commonly required. Attention to detail, strong communication, and problem-solving abilities help set top performers apart. These skills and qualities are crucial for producing accurate financial reports, supporting decision-making, and ensuring organizational financial health.

Is an assistant financial analyst an entry-level?

Yes, an assistant financial analyst is typically considered an entry-level position in finance. It often requires a bachelor's degree in finance, accounting, or a related field, and involves supporting senior analysts with data analysis, reporting, and financial modeling. Advancement usually requires gaining experience and developing skills in financial analysis tools like Excel and financial software.
What are the most commonly searched types of Financial Analyst jobs in Florida? The most popular types of Financial Analyst jobs in Florida are:
What are popular job titles related to Assistant Financial Analyst jobs in Florida? For Assistant Financial Analyst jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Assistant Financial Analyst jobs in Florida look for? The top searched job categories for Assistant Financial Analyst jobs in Florida are:
What cities in Florida are hiring for Assistant Financial Analyst jobs? Cities in Florida with the most Assistant Financial Analyst job openings:
Assistant Financial Analyst jobs near you
Infographic showing various Assistant Financial Analyst job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution.

Financial Analyst

Insurance Office of America

Melbourne, FL

$65K - $85K/yr

Full-time

Medical, Retirement

Re-posted 21 days ago

Insurance Office Of America rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

57th of 303 rated insurance

Job description

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.

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