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Financial Analyst Jobs in Stuart, FL (NOW HIRING)

L3HHCM20

Specialist, Program Finance

Jupiter, FL · On-site

This analyst will work in a fast-paced environment providing financial analysis and support for RL10 rocket engine programs. Essential Functions: * Support complex programs consisting of cost plus ...

NuCo2

Collections Analyst

Stuart, FL · On-site

$23/hr

Utilizes a wide variety of financial analysis tools to examine customers for potential risk via their liquidity, leverage ratios and forecasting trends, and calculate creditworthiness for customers.

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All JobsFinancial Analyst JobsFinancial Analyst Jobs in Stuart, FL

Financial Analyst information

See Stuart, FL salary details

$34K

$77.8K

$104.2K

How much do financial analyst jobs pay per year?

As of Aug 2, 2026, the average yearly pay for financial analyst in Stuart, FL is $77,775.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,800.00 and $97,500.00 per year, depending on experience, location, and employer.

Is AI replacing financial analysts?

AI is transforming the role of financial analysts by automating data analysis, forecasting, and reporting tasks, allowing analysts to focus on strategic decision-making. While AI tools can handle routine work, human judgment, industry knowledge, and interpretative skills remain essential in financial analysis. The profession is evolving to incorporate AI proficiency alongside traditional analytical skills.

What is the difference between Financial Analyst vs Accountant?

AspectFinancial AnalystAccountant
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are commonBachelor's degree in accounting or finance; CPA certification often preferred
Work EnvironmentFinancial firms, investment banks, corporate finance departmentsAccounting firms, corporate accounting departments, government agencies
Primary ResponsibilitiesAnalyzing financial data, creating reports, forecasting, investment analysisPreparing financial statements, maintaining records, ensuring compliance with regulations
Industry UsageHigh in finance, investment, and corporate sectorsWidespread across all industries requiring financial record-keeping

Financial Analysts and Accountants share similar educational backgrounds and certifications, often working in related environments. However, Financial Analysts focus on analyzing financial data and making investment recommendations, while Accountants handle financial record-keeping and compliance. Both roles are essential in finance, but they serve different functions within organizations.

How does a Financial Analyst typically collaborate with other departments within a company?

Financial Analysts frequently work cross-functionally with teams such as accounting, operations, and marketing to gather data, analyze business performance, and support strategic planning. Regular collaboration ensures that financial models and forecasts are based on accurate, up-to-date information from across the organization. This teamwork is essential for preparing budgets, evaluating investment opportunities, and providing actionable insights to management. Strong communication and relationship-building skills are important for success in these collaborative efforts.

What Is a Financial Analyst Job Description?

Financial analysts provide guidance to clients about their investments. They evaluate the market and stock performance, considering present and previous economic data. Then they create forecasts and reports to make suggestions to clients. To work in this profession, you must have strong interpersonal skills, an analytical mind, and demonstrated experience in financial planning and investments.

What does a Financial Analyst do?

A Financial Analyst is responsible for analyzing financial data, preparing reports, and making recommendations to help businesses and individuals make informed investment decisions. They evaluate economic trends, study financial statements, and assess the performance of stocks, bonds, and other types of investments. Financial Analysts often work for banks, investment firms, insurance companies, or corporate finance departments, providing insights that support key financial strategies and planning.

Do you need a CPA to become a financial analyst?

A CPA is not required to become a financial analyst, but having certifications like the CFA or relevant finance degrees can enhance job prospects. Employers typically look for strong analytical skills, financial modeling experience, and proficiency with tools like Excel and financial software.

Is 40 too late to start a career in finance?

Starting a career as a financial analyst at age 40 is possible, as many employers value skills, experience, and certifications like the CFA. Transitioning from related fields or gaining relevant education can facilitate entry into finance at any age. Success depends on individual background, networking, and willingness to learn new tools and concepts.

What are the key skills and qualifications needed to thrive as a Financial Analyst, and why are they important?

To thrive as a Financial Analyst, you need strong analytical abilities, proficiency in financial modeling, and typically a degree in finance, accounting, or a related field. Familiarity with tools such as Microsoft Excel, financial databases (like Bloomberg), and certifications such as CFA or CPA are often required. Attention to detail, effective communication, and problem-solving skills help analysts interpret data and present actionable insights. These abilities are crucial for making informed recommendations that drive sound financial decisions and business growth.

What does a financial analyst do exactly?

A financial analyst evaluates financial data, prepares reports, and provides insights to help organizations make investment, budgeting, and financial decisions. They analyze market trends, create financial models, and often use tools like Excel or financial software to support their recommendations.
More about Financial Analyst jobs
What are the most commonly searched types of Financial Analyst jobs in Stuart, FL? The most popular types of Financial Analyst jobs in Stuart, FL are:
What job categories do people searching Financial Analyst jobs in Stuart, FL look for? The top searched job categories for Financial Analyst jobs in Stuart, FL are:
What cities near Stuart, FL are hiring for Financial Analyst jobs? Cities near Stuart, FL with the most Financial Analyst job openings:
Financial Analyst jobs near you
Infographic showing various Financial Analyst job openings in Stuart, FL as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $77,775 per year, or $37.4 per hour.

Financial Analyst

Insurance Office of America

Jupiter, FL

$65K - $85K/yr

Full-time

Medical, Retirement

Re-posted 15 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

58th of 301 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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