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About Campbell & Company:For more than 30 years, Campbell & Company Wealth Advisors and CPAs has served individuals, families, business owners, and first responders across Florida with integrity, professionalism, and a deep respect for the traditions of sound financial planning. Why This Role Matters:As a CFP® Financial Advisor at Campbell & Company, you will step into a respected, established practice supported by a multi-disciplinary team of CPAs, EAs, tax strategists, and insurance professionals.

<div><strong>Financial Advisor (CFP®) – Series 65 & Florida 2-15 Licensed</strong></div><div><strong>Full-Time | Spring Hill, Florida.</strong><br/><strong>Compensation:</strong> Competitive Salary + Variable Compensation Package.<br/><strong>Reports To:</strong> Principal of Practice.</div><div><br/></div><div><strong>About Campbell & Company:</strong></div><div>For more than 30 years, Campbell & Company Wealth Advisors and CPAs has served individuals, families, business owners, and first responders across Florida with integrity, professionalism, and a deep respect for the traditions of sound financial planning. Our firm blends tax, accounting, wealth management, and insurance under one roof to provide clients with a comprehensive, disciplined approach to planning for retirement and beyond.</div><div>Led by Jackie Campbell—CPA/PFS, CFP®—our mission is to empower every client to become the hero of their own financial story through clarity, confidence, and direction.</div><div><br/></div><div><strong>Required Licenses & Designations (Must Have All Three):</strong></div><div><strong>Candidates who do not currently hold all three credentials will not be considered.</strong></div><ul><li>CFP® (Certified Financial Planner).</li><li>Series 65 (or equivalent Investment Adviser Representative qualification).</li><li>Florida 2-15 Life, Health & Variable Annuities License.<br/><br/></li></ul><div>This position requires an advisor fully licensed to provide both investment advisory and insurance-based planning services.</div><div><br/></div><div><strong>Why This Role Matters:</strong></div><div>As a CFP® Financial Advisor at Campbell & Company, you will step into a respected, established practice supported by a multi-disciplinary team of CPAs, EAs, tax strategists, and insurance professionals. You will guide clients through their retirement planning, investment decisions, tax strategies, wealth preservation, and long-term financial goals.</div><div>You are not just managing accounts—you are helping people retire with confidence, stability, and peace of mind.</div><div><br/></div><div><strong>Core Values:</strong></div><div>Every member of our team lives by these four guiding principles:</div><ul><li><strong>Get It Done:</strong> We follow through, anticipate needs, and see commitments through to completion.</li><li><strong>Positive Energy:</strong> We bring optimism and professionalism to every interaction.</li><li><strong>Coachable:</strong> We stay open, adaptable, and committed to continual improvement.</li><li><strong>Does the Right Thing:</strong> Integrity guides every recommendation and action.</li></ul><div><br/></div><div><strong>Position Overview:</strong></div><div>The CFP® Financial Advisor will work closely with the Principal Financial Advisor to serve an existing book of business, manage client relationships, and deliver high-quality planning and advice. This role requires strong technical expertise, disciplined follow-through, and the ability to communicate complex financial concepts with clarity.<br/><br/></div><div>This is a relationship-driven role within a firm that values stability, tradition, and long-term client partnerships.</div><div><br/></div><div><strong>Primary Responsibilities:</strong></div><div><strong>Client Advisory & Planning:</strong></div><ul><li>Lead and participate in client review meetings.</li><li>Develop comprehensive financial plans—including retirement income, investment strategies, tax-focused planning, insurance, and estate considerations.</li><li>Present recommendations in an organized, client-friendly manner.</li><li>Identify planning opportunities and proactively address client needs.<br/><br/></li></ul><div><strong>Relationship Management:</strong></div><ul><li>Build and maintain lasting client relationships.</li><li>Provide timely responses, follow-up calls, and proactive outreach.</li><li>Serve as a trusted guide for retirees, first responders, business owners, and multi-generational families.<br/><br/></li></ul><div><strong>Investment Oversight:</strong></div><ul><li>Assist with portfolio analysis, risk assessments, and ongoing monitoring.</li><li>Apply fiduciary standards in all recommendations.</li><li>Support portfolio construction consistent with firm philosophy.</li></ul><div><strong>Internal Collaboration</strong></div><ul><li>Partner with tax, accounting, insurance, and technology advisory teams.</li><li>Coordinate case preparation and follow-up with the Principal Advisor.</li><li>Participate in internal meetings, case debriefs, and planning sessions.<br/><br/></li></ul><div><strong>Compliance & Documentation:</strong></div><ul><li>Maintain accurate CRM records (Redtail).</li><li>Ensure all documentation is complete, compliant, and audit-ready.</li><li>Uphold the highest level of fiduciary and ethical standards.</li></ul><div><br/></div><div><strong>Qualifications:</strong></div><div><strong>Required:</strong></div><ul><li>CFP® designation.</li><li>FINRA Series 65 license.</li><li>Florida 2-15 Life, Health & Variable Annuities license.</li><li>3–5 years of financial planning experience.</li><li>Strong communication, analytical, and interpersonal skills.</li><li>High degree of professionalism and discretion.</li><li>Proficiency with Microsoft Office; experience with Schwab, Redtail, or Orion a plus.<br/><br/></li></ul><div><strong>Preferred:</strong></div><ul><li>Experience working with CPAs or in a tax-integrated environment.</li><li>Knowledge of retirement distribution strategies.</li><li>Experience serving business owners or first responder families.</li></ul><div><br/></div><div><strong>A Day in the Life:</strong></div><ul><li>Prepare for client meetings and review sessions.</li><li>Conduct case analysis and refine planning recommendations.</li><li>Meet with clients, answer questions, and guide decision-making.</li><li>Update CRM notes and action items.</li><li>Collaborate with tax and accounting divisions.</li><li>Participate in weekly advisor and planning meetings.</li></ul><div><br/></div><div><strong>Benefits:</strong></div><div>We offer a stable, traditional, family-oriented work environment and a full benefits package, including:</div><ul><li>401(k) plan.</li><li>Short-Term Disability.</li><li>Long-Term Disability.</li><li>2x Life Insurance Coverage.</li><li>Paid time off & paid holidays.</li><li>Professional development & CE support.</li><li>Opportunities for long-term growth and advancement.</li></ul><br/><br/><strong>About Campbell & Company, Wealth Advisors, and Certified Public Accountants:</strong><p>We are a Wealth Management & CPA Firm, celebrating 3 decades in business. Our dynamic team is focused on helping our clients achieve their goals through prior planning and excellent service. </p>

Campbell & Company, Wealth Advisors, and Certified Public Accountants

Financial Advisor (CFP)

Accounting Certifications

Analysis Skills

Certified Financial Planner (CFP)

Certified Public Accountant (CPA)

Communication Skills

Construction Support

Continuous Improvement

Cross-Functional

Customer Relations

Customer Relationship Management (CRM)

Customer Support/Service

Develop and Maintain Customers

Distribution Channel

Fiduciary

Financial Planning

Follow Through

Insurance

Interpersonal Skills

Investment Services

Investment Strategy

Microsoft Office

Organizational Skills

Philosophy

Plan Meetings

Portfolio Analysis

Public Accounting

Relationship Management

Resolve Customer Issues

Retirement Planning

Risk Analysis

Sales Management

Series 65

Tax Accounting

Tax Planning

Time Management

Variable Annuities

Wealth Management

Betterteam

FULL_TIME

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

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><p><b>Title: Senior Financial Analyst</b></p><p/><p><b>Work Mode: </b>Fully remote<b>| Location/Supporting: </b>Longwood, FL office<b> | Experience:</b> Previous experience working in the insurance industry. Bachelor's degree required.<br/><br/><i>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</i><br/> </p><p><b>About the Role:</b> 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.<br/> </p><p><b>Key Responsibilities:</b></p><ul><li><b>Financial Partnership: </b>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><b>Variance Analysis: </b>Analyze general ledger activity to identify key drivers of budget, forecast, and prior‑year variances and communicate findings to stakeholders.</li><li><b>Investment Analysis: </b>Evaluate divisional investments by assessing return on investment, financial impact, and alignment with budget objectives.</li><li><b>Revenue Performance Tracking: </b>Monitor and report revenue performance of significant accounts, including analysis of trends and risks.</li><li><b>Payroll & Expense Monitoring: </b>Track payroll and related expenses to ensure compliance with approved headcount, compensation, and budget targets.</li><li><b>Monthly Financial Reviews: </b>Prepare materials and conduct monthly financial review meetings with sales and service leadership.</li><li><b>Financial Commentary & Reporting: </b>Develop and distribute monthly financial reports and commentary summarizing performance and key drivers.</li><li><b>Book of Business Analytics: </b>Track and analyze book of business metrics (e.g., policies in force, premium, revenue, and lines of business) to support strategic planning.</li><li><b>KPI Reporting: </b>Deliver divisional KPI results and insights to monitor performance against goals.</li><li><b>Professional Development:</b> Continuously improve professional skills by participating in internal/external development opportunities.</li><li><b>Champion IOA Values:</b> Demonstrate integrity and leadership.</li></ul><p/><p><b>Ideal Candidate Qualifications:</b></p><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<br/> </li></ul><p><b>What We Offer:</b></p><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><p><br/><b>What to Expect (Application Process):</b></p><ul><li>30-Minute Phone Screen, Online Assessments, and Interview(s)</li></ul><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p>The expected pay range for this position is $80,000 to $100,000 per year, depending on experience, relevant skills, and geographic location.</p><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p><p><b>Summary</b></p> 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

Budgeting

Business Administration

Business Analysis

Business Support

Childcare

Community and Social Services

Corporate Policies

Detail Oriented

Establish Priorities

Expense Tracking

Finance

Financial Analysis

Financial Reporting

Financial Trend Analysis

Forecasting

General Ledger Accounting

Investment Analysis

Leadership

Maintain Compliance

Metrics

Microsoft Excel

Multitasking

Performance Analysis

Performance Metrics

Power BI

Presentation/Verbal Skills

Problem Solving Skills

Return on Investment (ROI)

Revenue/Sales Reporting

Sales

Sales Support

Statistics

Strategic Planning

Variance Analysis

Work From Home

Writing Skills

Jobvite Talemetry Organic Easy Apply

CPA required (will be tracked by the business); however, in lieu of CPA, a Master's degree in related field or an additional three (3) years of experience in research finance or health care financial analytics support roles, including healthcare financial analysis, decision support, planning and health care economics for a total of ten (10) may be considered. Business consulting services are provided for ongoing operations as well as new products and services, often in collaboration with Strategic Planning, Corporate Business Development, and Partnership services.

<div><strong>Position Highlights: </strong></div><div>The Clinical and Research Financial Administrator is responsible for providing analysis and business consulting services to support assigned departments. Business consulting services are provided for ongoing operations as well as new products and services, often in collaboration with Strategic Planning, Corporate Business Development, and Partnership services. Collaborates with operational leaders and central services to identify opportunities to redesign processes to reduce costs and/or maximize revenue, while complying with regulatory guidelines. Acts as a financial advisor to assigned areas. Interprets information from reports and other sources (which person in the role may have developed) and advises his/her customers of the meaning and impact of the information to the department and related strategies.<br/><br/></div><div><strong>The Ideal Candidate:</strong></div><ul><li>Exceptional organizational skills with demonstrated competency in Microsoft Excel.</li><li>Familiarity with accounting procedures.</li><li>Strong quantitative, analytic, and problem-solving skills.</li><li>Excellent communication and customer service skills, and the ability to interact with management.</li><li>Ability to react quickly to change.</li><li>Create complex financial models with multiple variables and assumptions.</li><li>Think independently and demonstrate appropriate professional maturity to substantiate and discuss opinions and interpretations.</li><li>Demonstrate effective functional knowledge of the departments he/she support.</li><li>Ability to make recommendations based on information available.</li><li>Effectively communicate and maintain credibility with all levels within the organization.</li><li>Effective presentation skills.</li></ul><div><br/></div><div><strong>Responsibilities: </strong></div><div><strong>Executive Reporting & Analytics:</strong></div><ul><li>Develops and maintains Institutional performance dashboards that report actual performance against predetermined financial, process, and resource management goals.</li><li>Fulfills complex report requests from leaders in the organization, which require problem-solving and consulting skills.</li><li>Superior analytical skills are required to build and summarize a variety of simple and complex financial reports.</li><li>Acts as a system analyst and develops new analyses, reports, and dashboards to fulfill changing reporting needs.</li><li>Performs monthly quality assurance reviews on data to ensure accuracy, identifies issues, and works with the necessary departments to resolve data issues.</li></ul><div><br/></div><div><strong>Departmental Support:</strong></div><ul><li>Prepares various financial models to develop a justification and associated proforma for the recruitment of faculty or staff when necessary.</li><li>Develops new analyses and reports as requested by the Operational Leadership.</li><li>Trains and educates the various end users on the reporting tools and works with IT to continue further development of dashboards or enhancements to existing reports.</li><li>Calculates and reports productivity for customers.</li><li>Interprets reports regarding financial performance, productivity, and standards, and provides recommendations for areas of improvement.</li><li>Produces monthly and annual complex ad-hoc requests and reports as</li><li>requested by departments.</li></ul><div><br/></div><div><strong>Forecasting & Budgeting:</strong></div><ul><li>Provides data, variance analysis, and consulting services for their assigned areas for the annual budget, quarterly forecast, and monthly financials.</li><li>Supports the development of financial forecasts as it relates to assigned departments.</li><li>Collaborates with operational leaders when evaluating opportunities to reduce costs or maximize revenues.</li></ul><div><br/></div><div><strong>Strategic Support:</strong></div><ul><li>Prepares various financial models to develop a justification and proforma for new service offerings and the expansion of services.</li><li>Assists with new program and new business development by providing financial assessment of set up, costs, and revenues.</li><li>Provides assistance with the development of strategic cost and margin strategies, then translates these into the assumptions used in the annual budget and quarterly forecast.</li><li>Provides support for Strategic Initiatives, including modeling estimated financial impact and reporting on results.</li></ul><div><br/><strong>Credentials and Qualifications: </strong></div><ul><li>Bachelor's degree in Business, Accounting, Finance, or a related field required.</li><li>Seven (7) years' experience in financial analysis, healthcare finance, research finance, or business administration.</li></ul><div><br/>CPA required (will be tracked by the business); however, in lieu of CPA, a Master's degree in related field or an additional three (3) years of experience in research finance or health care financial analytics support roles, including healthcare financial analysis, decision support, planning and health care economics for a total of ten (10) may be considered.<br/><br/></div><div><strong>Preferred:</strong></div><ul><li>Experience with planning, budgeting, productivity, and forecasting systems. Experience in financial analysis in a healthcare setting or research finance.</li></ul>

Moffitt Cancer Center

Research/Clinical Financial Administrator

Accounting

Budget Management

Business Development

Business Services

Clinical Research

Consulting

Corporate Planning

Cost Analysis

Cost Control

Data Analysis

Decision Support

Financial Administration

Financial Modeling

Financial Systems

Health Economics

Healthcare

Identify Issues

Operational Audit

Process Management

Quality Assurance

Quantitative Analysis

Regulations

Reporting Dashboards

Research Administration

Resource Management

Revenue Growth

Sales Qualification

Systems Analysis

Training/Teaching

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Financial Advisor (CFP) Campbell & Company, Wealth Advisors, and Certified Public Accountants

Senior Financial Analyst (Insurance experience) Insurance Office of America

Research/Clinical Financial Administrator Moffitt Cancer Center

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