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Financial Analyst Financial Reporting Jobs in Boca Raton, FL

This role is responsible for designing and developing Power BI reports and dashboards, analyzing financial and operational data, and integrating multiple data sources to deliver actionable business ...

Senior Financial Analyst

Plantation, FL · On-site

$84K - $105K/yr

Develop, maintain, and improve recurring reporting, forecasting tools, and financial mechanisms ... Analyze financial results, investigate variances across multiple data sources, and proactively ...

This role is responsible for designing and developing Power BI reports and dashboards, analyzing financial and operational data, and integrating multiple data sources to deliver actionable business ...

Senior Financial Analyst

Plantation, FL · On-site

$84K - $105K/yr

You will support budgeting, forecasting, long-range planning, monthly reporting, and strategic ... Provide ad hoc financial analysis and decision support for strategic initiatives, investment ...

Senior Financial Analyst

Plantation, FL

$81K - $101K/yr

You will support budgeting, forecasting, long-range planning, monthly reporting, and strategic ... Provide ad hoc financial analysis and decision support for strategic initiatives, investment ...

Senior Financial Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

Senior Financial Analyst | South Florida | Competitive Salary + 10% Bonus + Full Benefits Step into ... You will report to a sharp SVP of Finance who is a strong mentor, with heavy interaction with the ...

Senior Financial Analyst

Sunrise, FL · On-site

$101K - $154K/yr

Preparation of project control/financial analysis reports for distribution to customer/user organization * Development of complex cost and pricing models * Support in the development of proposal cost ...

Senior Financial Analyst

Sunrise, FL · On-site

$101K - $154K/yr

Preparation of project control/financial analysis reports for distribution to customer/user organization * Development of complex cost and pricing models * Support in the development of proposal cost ...

Sr Financial Analyst

Plantation, FL · On-site

$84K - $105K/yr

Aid in the weekly and monthly financial reporting and help identify and define key metrics and ... Extract and analyze data from central databases using Hyperion, SQL, and Tableau. * Challenge ...

Sr Financial Analyst

Plantation, FL

$81K - $101K/yr

Aid in the weekly and monthly financial reporting and help identify and define key metrics and ... Extract and analyze data from central databases using Hyperion, SQL, and Tableau. * Challenge ...

Showing results 41-60

Financial Analyst Financial Reporting information

See Boca Raton, FL salary details

$36.5K

$83.6K

$112K

How much do financial analyst financial reporting jobs pay per year?

As of Aug 21, 2026, the average yearly pay for financial analyst financial reporting in Boca Raton, FL is $83,614.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,400.00 and $104,900.00 per year, depending on experience, location, and employer.

What does a financial analyst in financial reporting do?

A Financial Analyst in Financial Reporting is responsible for preparing, analyzing, and presenting financial statements and reports for an organization. They ensure the accuracy and compliance of financial data with regulatory standards and internal policies. Their work supports decision-making by providing insights into the company's financial health and performance. They also collaborate with other departments and may assist in auditing processes and forecasting.

What are the key skills and qualifications needed to thrive as a financial analyst in financial reporting?

To thrive as a Financial Analyst in Financial Reporting, you need strong analytical skills, a solid understanding of accounting principles, and typically a bachelor’s degree in finance, accounting, or a related field. Proficiency in Excel, ERP systems like SAP or Oracle, and familiarity with financial reporting standards such as GAAP or IFRS are commonly required, with CPA or CFA certifications being advantageous. Attention to detail, effective communication, and problem-solving abilities are crucial soft skills for interpreting data and collaborating with stakeholders. These skills ensure accurate financial reporting, compliance, and informed decision-making within an organization.

What are some common challenges financial analysts face in financial reporting roles?

Financial Analysts in financial reporting often encounter challenges such as meeting tight deadlines during quarter-end and year-end closes, ensuring data accuracy across multiple systems, and adapting to frequent changes in accounting standards or regulatory requirements. Additionally, they must collaborate closely with cross-functional teams like accounting, audit, and operations to gather and validate financial data. Developing strong communication skills and attention to detail is essential to overcome these challenges and deliver high-quality reports.

What is the difference between Financial Analyst Financial Reporting vs Financial Analyst Budgeting?

AspectFinancial Analyst Financial ReportingFinancial Analyst Budgeting
Primary FocusPreparing financial statements, ensuring compliance, and reporting financial resultsDeveloping budgets, forecasts, and financial plans
Skills & CertificationsAccounting knowledge, GAAP, Excel, CPA (optional)Forecasting, Excel, financial modeling
Work EnvironmentAccounting departments, corporate finance teamsFinance departments, planning teams
Industry UsageCommon across industries for external and internal reportingUsed internally for financial planning and control

While both roles require strong analytical skills and Excel proficiency, Financial Analyst Financial Reporting focuses on preparing and analyzing financial statements, ensuring compliance with accounting standards. In contrast, Financial Analyst Budgeting emphasizes creating budgets and forecasts to guide financial decision-making. Both roles are essential in corporate finance but serve different functions within an organization.

What are popular job titles related to Financial Analyst Financial Reporting jobs in Boca Raton, FL?

For Financial Analyst Financial Reporting jobs in Boca Raton, FL, the most frequently searched job titles are:

What cities near Boca Raton, FL are hiring for Financial Analyst Financial Reporting jobs?

Cities near Boca Raton, FL with the most Financial Analyst Financial Reporting job openings:

$65K - $85K/yr

Full-time

Medical, Retirement

Re-posted 4 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

56th of 311 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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