Top 221 Financial planning analyst Jobs in Riverview Fl

Lead Financial Analyst - MSI
The Baldwin Group —Tampa, FL
- From $100,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Financial Analyst
VasoTechnology powered by NetWolves —Tampa, FL
- $55,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
Quick Apply
Senior Financial Analyst, Procurement
Refresco —Tampa, FL
- Full-time
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Senior Acquisition Analyst (Top Secret Clearance Required)
St. Michael's Inc —Tampa, FL
- Office
- Master's degree
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Senior BSA/AML Analyst
BayFirst National Bank —Saint Petersburg, FL
- Full-time
- Research
- Analysis skills
- Experience equivalent to degree accepted
Quick Apply
8d
Financial Analyst, Treasury
The Baldwin Group —Tampa, FL
- Full-time
- Mid-level
- Office
- Finance
Senior Data Analyst
Leidos —Tampa, FL
- $92,300 - $166,850 a year
- Full-time
- Azure
- 6 years
- Computer Science
Finance Manager
The Baldwin Group —Tampa, FL
- Full-time
- CPA
- Office
- Finance
Sr Plan Forecast Budget Analyst, Finance FP&A, FT,08A-4:30P
Baptist Health South Florida —Florida
- $78,611.15 - $102,194.50 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Wellness program
- Health insurance
Senior Fraud Analyst
Suncoast Credit Union —Tampa, FL
- $75,000 - $117,000 a year
- Full-time
- Remote
- 6 years
- Computer Science
- Finance
- Paid parental leave
- Paid holidays
6d
Financial Analyst
SeaWorld Parks & Entertainment —Tampa, FL
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
Financial Analyst
Primo Brands —Tampa, FL
- $66,927 - $80,425 a year
- Full-time
- Hybrid work
- English
- Mid-level
- Finance
- Commuter assistance
- Health savings account
14d
Finance Analyst, Sales/Trade
Philip Morris International U.S. —Tampa, FL
- $88,000 - $110,000 a year
- Full-time
- Mid-level
- 3 years
- Finance
- Commuter assistance
- Health insurance
Senior Financial Analyst - Westwood Insurance
The Baldwin Group —Tampa, FL
- From $85,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Finance
Foundation Finance Analyst
Moffitt Cancer Center —Temple Terrace, FL
- Full-time
- Research
- Mid-level
- Finance
Quick Apply
Senior Financial Controlling Analyst
Philip Morris International U.S. —Tampa, FL
- $104,000 - $130,000 a year
- Full-time
- Microsoft Excel
- CPA
- Mid-level
- Commuter assistance
- Health insurance
Financial Analyst
Bloomin' Brands Restaurant Support Center —Tampa, FL
- Hybrid work
- Office
- Finance
- Analysis skills
- 401(k)
- Vision insurance
Quick Apply
Project Financial Analyst, Engagement Financial Advisor
Deloitte —Tampa, FL
- $66,200 - $121,800 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
13d
Senior Business Data Analyst - AVP
Citi —Tampa, FL
- $87,280 - $130,920 a year
- Full-time
- Hybrid work
- Oracle
- Computer Science
- Office
- Paid holidays
- Disability insurance
Corporate Finance Manager
Homes By West Bay LLC —Riverview, FL
- 8 hour shift
- Microsoft Excel
- Office
- Finance
Quick Apply

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financial planning analyst jobs near riverview fl

Lead Financial Analyst - MSI

The Baldwin Group -
Tampa, FL

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Job Details

Full-time
From $100,000 a year

Qualifications

Team leadership
Spreadsheets
Bachelor's degree
GAAP
Leading team collaboration initiatives
Revenue recognition
Productivity software
Research findings presentation
Project leadership
Data analytics technologies

Full Job Description

Why MSI? We thrive on solving challenges. As a leading MGA, MSI combines deep underwriting expertise with insurer risk capacity to create specialized insurance solutions that empower distribution partners to meet customers’ unique needs. We have a passion for crafting solutions for the important risks facing individuals and businesses. We offer an expanding suite of products – from fully-digital embedded renters coverage to high-value homeowners insurance to sophisticated commercial coverages, such as cyber liability and habitational property – delivered through agents, brokers, wholesalers and other brand partners.

Our partners and customers count on us to deliver exceptional service through a dedicated team that makes rapid resolutions a priority. We simplify the insurance experience through our advanced technology platform that supports every phase of the policy lifecycle. Bring on your challenges and let us show you how we build insurance better.

Primary Responsibility:

Work directly with key stakeholders to assist in driving business decisions.
Analyze monthly financial results, including KPI’s, and identify/explain trends, preparing related summaries/management reports for business leaders and other key stakeholders.
Assist in building monthly reporting packages, decks and communication of results.
Develop and automate models to transform data into meaningful, clear, concise reporting/action plans.
Assist in developing Budget/Plan and Forecast using various models, industry data, and insights from business leaders.
Develop end-to-end product knowledge to support business decision making.
Help run projects and be able to mentor Junior/Senior Analysts on the team.
Collaborate with Technology and Data & Analytics business partners to build and implement AI-centric reporting, modeling, and business insight solutions.
Support business opportunities by collaborating with business leaders and their teams, creating proformas, and other ad-hoc analysis.
Ability and willingness to collaborate with key stakeholders and other cross-functional groups (Ops, Accounting, Technology, Data & Analytics, etc.)
Contribute to a positive work environment by demonstrating cultural expectations (Baldwin Group Azimuth) and influencing others to reward performance.

Required Qualifications:

Education: Bachelor’s degree in Finance, Accounting, Economics, and/or other relevant disciplines.
Experience: 3+ years of relevant work experience.
Licenses: CPA or CFA preferred but not required. Insurance licenses such as CPCU, Affiliated, P&C licensing, etc. a plus.
Experience with Workday suite of products and Adaptive Insights a plus.
Experience with process automation and utilization of Anthropic AI tools a plus

Skills:

Analyze information and use logic/rationale that connects concepts.
Ability to build a story around your findings and relay results to leaders.
Willingness to lead projects and align colleagues to achieve goals.
Utilize effective research and investigative techniques.
Basic understanding of GAAP (accruals, revenue recognition, etc.)
Good knowledge of Microsoft Office tools, especially Excel.
Experience with AI tools and process automation is preferable.
Insurance industry experience is strongly preferred.

Work Environment:

Travel Frequency – Up to 10%.
Strong preference for candidate to reside in Tampa, FL or Boston, MA with a hybrid office schedule of 2-3 days a week.
Open to remote for strong candidates.

Starting Compensation: $100,000 + annually

#LI-BM1

#LI-HYBRID

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Apply Now

Refine Your Search

financial planning analyst jobs in riverview fl

Lead Financial Analyst - MSI

Financial Analyst

Senior Financial Analyst, Procurement

Senior Acquisition Analyst (Top Secret Clearance Required)

Senior BSA/AML Analyst

Financial Analyst, Treasury

Senior Data Analyst

Finance Manager

Sr Plan Forecast Budget Analyst, Finance FP&A, FT,08A-4:30P

Senior Fraud Analyst

Financial Analyst

Financial Analyst

Finance Analyst, Sales/Trade

Senior Financial Analyst - Westwood Insurance

Foundation Finance Analyst

Senior Financial Controlling Analyst

Financial Analyst

Project Financial Analyst, Engagement Financial Advisor

Senior Business Data Analyst - AVP

Corporate Finance Manager

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