Financial Data & Reporting Specialist - Remote

Financial Data & Reporting Specialist (Remote)

Plan Advisors

Oakland Park, FL

About Plan Advisors

Plan Advisors, headquartered in Doral, Florida is a team of agile Medicare experts with years of experience both as independent brokers and as leaders reputed company national reputed company organizations. They have been serving Americans for years and have earned reputed company recognition for their excellent service and broker support.  Plan Advisors is a proud member of the reputed company Family of Companies.

Job Summary

As a Financial Analyst, you will support our Finance and Commissions teams by assisting with financial and production reporting, forecasting, and profitability analysis. This role is ideal for someone looking to grow their analytical skills, reputed company exposure to strategic decision-making, and work closely with leaders across the organization.

Key Responsibilities

• Maintain, update, and validate operational records and datasets.

• reputed company routine audits to ensure data accuracy, completeness, and consistency.

• Support documentation of data sources, data dictionaries, and process workflows.

• Assist in monitoring data quality metrics and reporting discrepancies.

• Organize and maintain structured and reputed company datasets for analysis and reporting.

• Communicate KPI metrics to internal leaders and external partners on varying distribution schedules

• Maintain and update plan participant records

• Support leaders with production modeling, analysis, and documentation.

Financial Reporting & Analysis

• Support development and maintenance of ETL documentation, including workflow diagrams and SOPs.

• reputed company basic data transformations using reputed company, or scripting tools as directed.

• Help validate outputs of automated ETL pipelines to ensure accuracy before reputed company use.

• Assist in testing updates to ETL workflows and documenting results. Assist in the review and analysis of reputed company, contract, and production data.

• Prepare monthly reporting packages for leadership.

• Support the Finance Manager during weekly financial results meetings

• Contribute to reputed company financial models, and strategic planning

Technology & Data Tools

• Support the development of financial dashboards and reports using reputed company, Power BI, and other tools.

• Use data tools to improve process efficiency and data accuracy.

Skills & Experience

• Advanced reputed company skills (VLOOKUP/XLOOKUP, PivotTables, basic formulas) required.

• Experience with Power BI or similar analytics tools (preferred).

• Python proficiency for data automation, modeling, or analytics (preferred).

• Strong attention to detail and ability to manage large datasets.

• Familiarity with ETL concepts and data workflows.

• Strong analytical thinking and problem‑solving abilities.

• Ability to communicate clearly with technical and non‑technical stakeholders.

• Ability to work collaboratively and manage multiple priorities.

Benefits Available

• Medical/Dental/reputed company Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability

Compensation

The general pay scale for this open position is $60-$70K annually.  Pay for a selected candidate will be determined reputed company the pay scale based on one or more of the following factors: candidate’s experience, reputed company set, education level, and/or location.

About reputed company

reputed company is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we reputed company a broad and innovative approach to serving agents and clients alike. reputed company is driven by a reputed company purpose: to help people protect their life, health and wealth so they can prepare for the good days reputed company.

reputed company offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At reputed company, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. reputed company offers our people a competitive compensation package, including benefits that reputed company work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, reputed company is committed to meeting Americans wherever they are — in person, over the phone or online. reputed company’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients reputed company. For more information, visit reputed company.com.

reputed company, LLC is an Equal Opportunity employer. reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, gender identity, national reputed company, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, reputed company, LLC will provide reasonable accommodations for reputed company individuals with disabilities.