About the Role:
- Provide comprehensive financial analysis and reporting support.
- Coordinate the annual budget.
- Track key book of business metrics.
Key Responsibilities:
- Support division sales and service leadership on all financial matters.
- Analyze general ledger activity to identify key drivers of budget.
- Prepare materials and conduct monthly financial review meetings.
Ideal Candidate Qualifications:
- Bachelor’s degree in Finance or related field.
- Minimum of three years of financial analysis experience.
- Advanced proficiency in Microsoft Excel.
Insurance Office of America
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, IOA has more than 1,300 associates.