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Financial Analyst Project Manager Jobs in Naples, FL

NCH

Financial Analyst General Ledger

Naples, FL · On-site

... ad hoc projects/reports as required by management. • Monitor multiple bank accounts to ensure liquidity. • Assist in the month-end and variance analysis process to ensure that financial ...

NCH

Financial Analyst Cost Accounting

Naples, FL · On-site

These systems are used to perform analysis and research studies as required by Senior Management ... project assignments on a timely and accurate fashion. Additionally, the Financial Analyst is ...

Safe Zone, LLC

Project Manager

Naples, FL · On-site

Make recommendations for adjustments and ensure that financial targets are met . Documentation and ... Problem-Solving Strong analytical and problem-solving abilities. Ability to make quick decisions ...

Seacoast Bank

Senior FP&A Analyst

Naples, FL

$80K - $100K/yr

Support Director and Senior Manager of Financial Planning and Analysis * Creates in-depth Line of Business budgeting and monthly forecasting reports, establishing timelines for completion and ...

Seacoast Bank

Senior FP&A Analyst

Naples, FL

$80K - $100K/yr

Support Director and Senior Manager of Financial Planning and Analysis * Creates in-depth Line of Business budgeting and monthly forecasting reports, establishing timelines for completion and ...

Suffolk Construction

Project Manager

Estero, FL · On-site

We provide value across the entire project lifecycle through our core construction management ... Ability to consistently analyze and execute financial trade-offs which frequently involve dealing ...

Suffolk Construction

Project Manager

Estero, FL · On-site

We provide value across the entire project lifecycle through our core construction management ... Ability to consistently analyze and execute financial trade-offs which frequently involve dealing ...

Suffolk Construction

Project Manager

Estero, FL

We provide value across the entire project lifecycle through our core construction management ... Ability to consistently analyze and execute financial trade-offs which frequently involve dealing ...

The Hertz Corporation

Project Manager

Estero, FL

$135K - $145K/yr

Partner with product management, engineering, UX/UI, QA, analytics, marketing, operations, and ... Establish project governance, status reporting, risk management, and decision forums to maintain ...

New

Hertz

Project Manager

Estero, FL · On-site

$135K - $145K/yr

Partner with product management, engineering, UX/UI, QA, analytics, marketing, operations, and ... Establish project governance, status reporting, risk management, and decision forums to maintain ...

Arrow Electric

Electrical Project Manager

Naples, FL · On-site

... financial performance Prepare and maintain Work In Progress (WIP) schedules to track project ... Project Managers may be assigned to active job sites or office environments depending on project ...

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Financial Analyst Project Manager information

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How much do financial analyst project manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial analyst project manager in Naples, FL is $82,984.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,900.00 and $104,100.00 per year, depending on experience, location, and employer.

What is a Financial Analyst Project Manager?

A Financial Analyst Project Manager is a professional who combines financial analysis with project management skills to oversee and guide financial projects within an organization. They are responsible for planning, executing, and managing projects that involve budgeting, forecasting, and analyzing financial data. Their role often includes coordinating teams, ensuring projects stay within budget, and providing insights to support strategic business decisions. This position requires strong analytical skills, attention to detail, and the ability to manage multiple tasks simultaneously.

What are the key skills and qualifications needed to thrive as a Financial Analyst Project Manager?

To excel as a Financial Analyst Project Manager, you need strong analytical abilities, financial modeling experience, project management expertise, and a relevant degree such as finance, accounting, or business. Familiarity with tools like Microsoft Excel, financial planning software, and project management platforms (such as MS Project or Asana), along with certifications like CFA or PMP, is highly beneficial. Exceptional communication, leadership, and organizational skills help coordinate teams and clearly convey complex financial information. These competencies ensure effective project delivery, data-driven decision-making, and alignment with organizational goals.

How does a Financial Analyst Project Manager typically collaborate with cross-functional teams during project execution?

A Financial Analyst Project Manager works closely with various departments, such as finance, operations, and IT, to ensure projects stay within budget and meet financial objectives. They facilitate regular meetings, communicate financial insights, and provide updates on project costs and timelines to stakeholders. This role often involves translating complex financial data into actionable recommendations for team members who may not have a financial background. Effective collaboration is key to identifying potential risks early and ensuring successful project delivery.

What is the difference between Financial Analyst Project Manager vs Financial Analyst?

AspectFinancial AnalystFinancial Analyst Project Manager
CertificationsCPA, CFA, CFPCPA, CFA, CFP
Work EnvironmentFinance departments, investment firmsFinance teams, project-based settings
Primary FocusFinancial data analysis, reportingManaging financial projects, coordinating teams

The main difference is that a Financial Analyst focuses on analyzing financial data and preparing reports, while a Financial Analyst Project Manager combines financial analysis skills with project management responsibilities, overseeing financial projects and teams to ensure successful completion.

What does a financial analyst project manager do?

A financial analyst project manager oversees financial planning, analysis, and reporting for projects, ensuring budgets are met and financial goals are achieved. They coordinate between finance and project teams, use tools like Excel and financial software, and often require certifications such as CFA or CPA. Their role involves managing timelines, analyzing financial data, and supporting strategic decision-making.

What are popular job titles related to Financial Analyst Project Manager jobs in Naples, FL?

For Financial Analyst Project Manager jobs in Naples, FL, the most frequently searched job titles are:

What job categories do people searching Financial Analyst Project Manager jobs in Naples, FL look for?

The top searched job categories for Financial Analyst Project Manager jobs in Naples, FL are:

What cities near Naples, FL are hiring for Financial Analyst Project Manager jobs?

Cities near Naples, FL with the most Financial Analyst Project Manager job openings:

Financial Analyst Project Manager jobs near you

Financial Analyst

Insurance Office of America

Fort Myers Beach, FL • On-site

$65K - $85K/yr

Full-time

Medical, Retirement

Re-posted 5 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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