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Professional Financial Jobs in Grand Ridge, FL (NOW HIRING)

Financial Analyst

Quincy, FL

$65K - $85K/yr

  • Medical

  • Retirement

Financial Analyst Work Mode: Fully Remote | Supporting: Longwood, FL office | Experience: Bachelor ... Professional Development:  Continuously improve professional skills by participating in internal ...

SENIOR PROFESSIONAL ACCOUNTANT

Tallahassee, FL · On-site

$42K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Two or more years of financial reporting experience * Experience in customer service. * Experience composing professional written correspondence. Job Related Requirements * The position you are ...

GOVERNMENT OPERATIONS CONSULTANT I

Tallahassee, FL · On-site

$20/hr

  • Medical

  • Vision

  • Life

Delivers clear oral and written communications using professional problem-solving techniques, Microsoft Excel, Word, Outlook, and standard fiscal equipment. * Financial Systems: Utilizes Works and ...

GOVERNMENT ANALYST II - 73001954

Tallahassee, FL · On-site

$71K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Certified Associate in Project Management (CAPM), Project Management Professional (PMP), Certified Public Manager (CPM) certification, Prosci Certified Change Practitioner. SALARY: The hiring salary ...

GOVERNMENT ANALYST II - 41001328 1 1

Tallahassee, FL · On-site

$54K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Preference will be given to those with professional experience managing and project planning of local, state or federal grants. The Work You Will Do: The incumbent will be responsible for, but not ...

GOVERNMENT ANALYST II - 64007445

Tallahassee, FL · On-site

$53K - $54K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

This position is responsible for using professional judgement to provide information, guidance, direction, and assistance with health care licensure processes for highly complex applications.

Director, Dental Operations

Malone, FL · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We believe that compassionate, dedicated healthcare professionals are essential to fulfilling this ... Develop and manage departmental budgets, monitor financial performance, and ensure responsible ...

Director, Dental Operations

Marianna, FL · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We believe that compassionate, dedicated healthcare professionals are essential to fulfilling this ... Develop and manage departmental budgets, monitor financial performance, and ensure responsible ...

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Professional Financial information

See Grand Ridge, FL salary details

$17.4K

$43.3K

$66.2K

How much do professional financial jobs pay per year?

As of Aug 17, 2026, the average yearly pay for professional financial in Grand Ridge, FL is $43,281.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,300.00 and $50,300.00 per year, depending on experience, location, and employer.

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

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

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

What cities near Grand Ridge, FL are hiring for Professional Financial jobs?

Cities near Grand Ridge, FL with the most Professional Financial job openings:

$65K - $85K/yr

Full-time

Medical, Retirement

Re-posted 11 hours 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 309 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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