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Financial Performance Analyst Jobs (NOW HIRING)

Elite Insurance Partners

Performance Analyst

Tampa, FL

$80K - $100K/yr

Analyze operational, financial, and strategic data to measure performance and uncover insights * Develop, maintain, and automate dashboards, scorecards, and KPI trackers in Power BI, Excel, and ...

SIXT

Performance Analyst

Fort Lauderdale, FL · On-site

As an Analyst in our Incentive & Bonus Program Management team, you will play a key role in ... You will work at the intersection of data, finance, and cross-functional collaboration, turning ...

Sixt

Performance Analyst

Fort Lauderdale, FL

As an Analyst in our Incentive & Bonus Program Management team, you will play a key role in ... You will work at the intersection of data, finance, and cross-functional collaboration, turning ...

Sixt

Performance Analyst

Fort Lauderdale, FL

As an Analyst in our Incentive & Bonus Program Management team, you will play a key role in ... You will work at the intersection of data, finance, and cross-functional collaboration, turning ...

SIXT USA

Performance Analyst

Fort Lauderdale, FL

As an Analyst in our Incentive & Bonus Program Management team, you will play a key role in ... You will work at the intersection of data, finance, and cross-functional collaboration, turning ...

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How much do financial performance analyst jobs pay per year?

As of Jun 3, 2026, the average yearly pay for financial performance analyst in the United States is $88,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $110,500.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Performance Analyst, you need strong analytical skills, a solid understanding of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Proficiency with financial modeling tools, Excel, and business intelligence systems such as SAP or Tableau is often required, along with familiarity with financial reporting standards. Attention to detail, critical thinking, and effective communication are crucial soft skills for interpreting data and presenting insights to stakeholders. These skills ensure accurate financial analysis, strategic decision support, and meaningful contributions to an organization's financial health.

What are some common challenges Financial Performance Analysts face when interpreting financial data for decision-making?

Financial Performance Analysts often encounter challenges such as consolidating data from multiple sources, ensuring data accuracy, and distinguishing between relevant trends and outliers. Interpreting complex financial data for non-financial stakeholders can also be demanding, as it requires translating technical metrics into actionable insights. Effective communication, attention to detail, and the ability to work cross-functionally with teams like accounting, operations, and management are essential for addressing these challenges and providing valuable recommendations.

What does a Financial Performance Analyst do?

A Financial Performance Analyst is responsible for evaluating a company's financial data to assess its performance and profitability. They analyze trends, create financial models, and prepare reports that help management make informed business decisions. Their work often includes budgeting, forecasting, and identifying areas for cost savings or revenue growth. By providing actionable insights, Financial Performance Analysts play a crucial role in strategic planning and ensuring the company's financial health.

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

AspectFinancial Performance AnalystFinancial Analyst
Primary FocusAnalyzing company financial performance, metrics, and trendsEvaluating financial data, preparing reports, and supporting investment decisions
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are commonBachelor's degree in finance, economics, or related; certifications like CFA are also common
Work EnvironmentCorporate finance departments, investment firms, or consultingFinancial institutions, investment firms, corporate finance teams

Both roles require similar educational backgrounds and certifications, often working within finance departments. The Financial Performance Analyst specifically focuses on assessing and interpreting a company's financial health, while the Financial Analyst has a broader scope, including investment analysis and financial modeling.

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Financial Performance Analyst jobs near you
Performance Analyst

Performance Analyst

Elite Insurance Partners

Tampa, FL

$80K - $100K/yr

Full-time

Retirement, PTO

Posted yesterday

Job description

Performance Analyst
Location: On-site in Tampa, FL – Elite Insurance Partners
Salary- $80K - $100K/ year
Elite Insurance Partners (EIP) is a nationally recognized leader in the Medicare and life insurance space, consistently ranked as a Top Workplace and one of the fastest-growing insurance brokerages in the U.S. We’re passionate about helping families protect their future, and we’re looking for a Performance Analyst who can help us protect ours, by monitoring, analyzing, and optimizing the KPIs that drive our success.
 
This isn’t a “build a report and call it a day” type of role. We’re seeking someone who is curious, forward-thinking, and eager to challenge assumptions. You’ll work cross-functionally with marketing, sales, operations, and leadership to ensure we’re not just hitting targets, we’re exceeding them. If you can spot a lagging indicator before it derails performance and know how to translate complex data into a clean, actionable dashboard, we want to meet you.
 
What You’ll Do
  • Monitor organizational performance trends and flag anomalies before they become problems
  • Analyze operational, financial, and strategic data to measure performance and uncover insights
  • Develop, maintain, and automate dashboards, scorecards, and KPI trackers in Power BI, Excel, and Salesforce
  • Use AI tools (ChatGPT, Power BI Copilot, Excel AI) to summarize trends, write reports, and streamline workflows
  • Enable non-technical users to extract insights through natural language querying and AI copilots
  • Partner with stakeholders to identify underperforming areas, root causes, and actionable improvements
  • Deliver clear, concise reporting to leadership — turning complexity into clarity
  • Build and refine KPI frameworks to ensure alignment with organizational goals
  • Conduct ad hoc deep dives to support high-stakes strategic decisions
What You Bring
  • 2–4+ years in a performance, business, data, or operations analyst role
  • Strong experience with Power BI, Salesforce, Excel, SQL, and BI tools
  • Proven use of AI tools (ChatGPT, Copilot, Python GPT libraries, etc.) to automate analysis or generate insights
  • Comfortable working with large, messy datasets and turning them into clear, actionable recommendations
  • Deep understanding of KPIs, business performance metrics, and process optimization
  • Excellent communication skills, you can explain analytics to non-analytical stakeholders
Bonus Points For
  • Experience in insurance, call centers, marketing agencies, or high-growth environments
  • Contributing to or maintaining a data dictionary or KPI glossary
  • Owning a monthly/quarterly business review (MBR/QBR) process
  • Migrating reporting from spreadsheets to BI platforms
  • Python or R skills for deeper statistical analysis
Why Join EIP?
At EIP, our people are our greatest asset. That’s why we invest heavily in your success, both inside and outside the office.
Perks & Benefits:
  • Competitive salary range of $80K - $100K, based on experience
  • 401(k) with company match up to 3.5% after one year
  • Generous PTO
  • Onsite amenities including:
    • Fully equipped gym (paid for)
    • Starbucks coffee station
    • Massage chair relaxation room
    • Cafeteria with professional cooks
    • Covered walking trail for breaks and fresh air

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