FULL_TIME

FEED

UNKNOWN

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. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews.

YEAR

DescriptionJob Description:Title: Senior Financial AnalystWork Mode: Fully remote| Location/Supporting: Longwood, FL office | Experience: Previous experience working in the insurance industry. Bachelor's degree required. 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: The Senior Financial Analyst partners closely with division sales and service leadership to provide comprehensive financial analysis and reporting support. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews. The Senior Financial Analyst plays a critical role in translating financial data into actionable insights that drive informed decision‑making and divisional performance.  Key Responsibilities:<ul><li>Financial Partnership: Support division sales and service leadership on all financial matters, providing analysis and insights to inform business decisions.</li><li>Budgeting & Forecasting: Facilitate the annual budgeting process and support periodic forecasting efforts for the division.</li><li>Variance Analysis: Analyze general ledger activity to identify key drivers of budget, forecast, and prior‑year variances and communicate findings to stakeholders.</li><li>Investment Analysis: Evaluate divisional investments by assessing return on investment, financial impact, and alignment with budget objectives.</li><li>Revenue Performance Tracking: Monitor and report revenue performance of significant accounts, including analysis of trends and risks.</li><li>Payroll & Expense Monitoring: Track payroll and related expenses to ensure compliance with approved headcount, compensation, and budget targets.</li><li>Monthly Financial Reviews: Prepare materials and conduct monthly financial review meetings with sales and service leadership.</li><li>Financial Commentary & Reporting: Develop and distribute monthly financial reports and commentary summarizing performance and key drivers.</li><li>Book of Business Analytics: Track and analyze book of business metrics (e.g., policies in force, premium, revenue, and lines of business) to support strategic planning.</li><li>KPI Reporting: Deliver divisional KPI results and insights to monitor performance against goals.</li><li>Professional Development: Continuously improve professional skills by participating in internal/external development opportunities.</li><li>Champion IOA Values: Demonstrate integrity and leadership.</li></ul>Ideal Candidate Qualifications:<ul><li>Bachelor’s degree in Finance, Business Administration, or a related analytical field</li><li>Minimum of three (3) years of financial analysis experience</li><li>Prior finance experience in the insurance industry strongly preferred</li><li>Advanced proficiency in Microsoft Excel</li><li>Experience integrating data into reporting and analytics platforms (Power BI preferred)</li><li>Strong analytical, research, and problem‑solving skills</li><li>Excellent organizational, prioritization, and multi‑tasking abilities</li><li>Outstanding verbal and written communication skills</li><li>Ability to manage large volumes of work independently with accuracy and attention to detail  </li></ul>What We Offer:<ul><li>Competitive salaries and bonus potential</li><li>Company-paid health insurance</li><li>Paid holidays, vacations, and sick time</li><li>401K with employer match</li><li>Professional growth and career progression opportunities</li><li>Respectful culture and work/family life balance</li><li>Community service commitment</li><li>Supportive teammates and a rewarding work environment</li></ul> What to Expect (Application Process):<ul><li>30-Minute Phone Screen, Online Assessments, and Interview(s)</li></ul>Salary RangeThe expected pay range for this position is $80,000 to $100,000 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 Senior Financial Analyst will work closely with sales and service leadership to be responsible for, and have an in-depth understanding, of all financial activity within their Division. Including but not limited to coordinating the annual budget, month end analysis and reporting, tracking book of business statistics, and conducting monthly business reviews.

Insurance Office of America

Senior Financial Analyst (Insurance experience)

Aged Care

Analysis Skills

Budgeting

Business Administration

Business Analysis

Business Support

Childcare

Communication Skills

Community and Social Services

Continuous Improvement

Corporate Policies

Detail Oriented

Establish Priorities

Expense Tracking

Finance

Financial Analysis

Financial Reporting

Financial Trend Analysis

Forecasting

General Ledger Accounting

Insurance

Investment Analysis

Leadership

Maintain Compliance

Metrics

Microsoft Excel

Multitasking

Organizational Skills

Performance Analysis

Performance Metrics

Power BI

Presentation/Verbal Skills

Problem Solving Skills

Return on Investment (ROI)

Revenue/Sales Reporting

Risk Analysis

Sales

Sales Support

Statistics

Strategic Planning

Variance Analysis

Work From Home

Writing Skills

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With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses (https://www.idexcorp.com/our-businesses/business-segments/) around the globe, chances are, we have something special for you. This role acts as a finance business partner to Operations and Supply Chain providing actionable insights related to product costing, manufacturing variances, inventory valuation, budgeting, and operational performance.

If you’re looking for a special place to build or grow your career, you’ve found it. Whether you’re an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can apply your existing skills and learn new ones in an environment where you can make an impact. With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses (https://www.idexcorp.com/our-businesses/business-segments/) around the globe, chances are, we have something special for you. Financial Analyst - Manufacturing Cost: The Financial Analyst – Manufacturing will support cost accounting, financial reporting and analysis, month-end accounting close, and audit. This role acts as a finance business partner to Operations and Supply Chain providing actionable insights related to product costing, manufacturing variances, inventory valuation, budgeting, and operational performance. This role also drives margin expansion initiatives and ensures cost transparency with Hale Products, a unit of IDEX. The ideal candidate will have a strong cost accounting background and relevant financial analysis experience. DUTIES AND RESPONSIBILITIES:Cost Accounting & Analysis + Responsible for annual cost rolls and overhead calculations. Prepare, analyze, and maintain standard costs for material, labor, and overhead. + Monitor and explain manufacturing variances including PPV, Labor, Overhead, and Work Order Variances. + Perform cost‑of‑goods‑sold (COGS) analysis and support monthly close activities. + Responsible for Excess and Obsolescence reserve, Full Absorption reserve, Freight Accruals, Intercompany Profit Elimination calculation, Warranty Reserve, among other ME close JEs. + Review and reconcile inventory accounts and participate in cycle counts and year-end physical inventory. Partner with Supply Chain management to drive working capital and inventory turns improvement. + Conduct margin analysis and evaluate cost performance by product line / product category. + Support Fixed Assets accounting processes. Financial Planning & Reporting + Support the annual budget and monthly forecast processes related to manufacturing, inventory, and cost of sales. + Prepare monthly financial reports and dashboards for operations and leadership teams. + Provide insights into cost trends, operational KPIs, and financial risks or opportunities. + Develop and maintain financial models to support strategic decision‑making. + Supports SOX compliance, and internal and external audits in manufacturing cost-related processes. Business Partnering + Partner with Operations, Supply Chain, and Purchasing teams to drive Opex productivity and BOM savings opportunities. + Support capital expenditure analysis and ROI evaluations / business cases. KNOWLEDGE, SKILLS AND REQUIRED ABILITIES: + A strong communicator, able to clearly and confidently interact with all levels of the organization. + Good presentation skills. Must be able to lay out clear, well-organized analyses and concisely and clearly communicate key objectives and conclusions. + Excellent PC skills: advanced Excel applications, PowerPoint, and Word proficiency required. Knowledge of JD Edwards system software a plus. + Proactive and creative problem solver. REQUIRED EDUCATION AND EXPERIENCE + Bachelor’s degree in Accounting, Finance, or related field. + 5+ years of experience in finance or accounting, preferably in a manufacturing or cost‑accounting environment. + MBA, CPA, CMA, or progress toward certification preferred. SKILLS AND COMPETENCIES: + Strong understanding of cost accounting principles, inventory valuation methods, and variance analysis. + Advanced Excel skills required; experience with ERP systems (SAP, Oracle, JD Edwards, etc.) highly preferred. + Analytical mindset with strong attention to detail and problem‑solving abilities. + Ability to communicate financial concepts effectively to both financial and non‑financial audiences and interact with all levels of the organization. + Strong organizational skills and the ability to manage multiple deadlines in a fast-paced environment. + Ability to work well with ambiguity. PHYSICAL DEMANDS: + Ability to move within office and manufacturing complex, write by hand and keyboard, and perform general office functions. + Ability to communicate by speech and hearing via phone and in person. + Visual acuity needed for close detail work and computer use. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and /or move up to 20 pounds and rarely lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Hale is a manufacturing company. Employees may be exposed to various workplace hazards, including chemicals, machinery, and noise. Proper use of personal protective equipment (PPE) is essential when in the production area. Are you ready to join a different kind of company where our people, our culture, and our commitments are centered around providing trusted solutions that improve lives around the world? IDEX is an Equal Opportunity Employer . IDEX gives consideration for employment to qualified applicants without regard to race, color, religion, creed, genetic information, sex, sexual orientation, gender identity or expression, marital status, age, national origin, disability, protected veteran status, or any other consideration or protected category made unlawful by federal, state or local laws. Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Talent Acquisition Team at lfcareers@idexcorp.com for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application. Job Family: Finance Business Unit: Hale

IDEX

Financial Analyst – Manufacturing Cost

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Senior Financial Analyst (Insurance experience) Insurance Office of America

Financial Analyst – Manufacturing Cost IDEX

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