Financial Data & Reporting Specialist - Remote

D&D Insurance Agency Inc

Oakland Park, FL, US
Base: $60-$70k annually; bonus/equity: not specifi...
Fully remote
Advanced excel skills (vlookup/xlookup, pivottables)
Data accuracy and consistency
Etl documentation and workflow support
D&D Insurance Agency Inc is seeking a Financial Data & Reporting Specialist for a fully remote position to support its Finance and Commissions teams. The role focuses on financial reporting, data management, and collaboration with organizational leaders, ideal for candidates looking to enhance their analytical skills in a dynamic environment

Job Summary

  • Support our Finance and Commissions teams by assisting with financial and production reporting, forecasting, and profitability analysis.
  • Maintain, update, and validate operational records and datasets, performing routine audits to ensure data accuracy, completeness, and consistency.
  • Support the development of financial dashboards and reports using Excel, Power BI, and other tools, and use data tools to improve process efficiency and data accuracy.

Matching Summary

Match Score: 85

D&D Insurance Agency Inc is seeking a Financial Data & Reporting Specialist for a fully remote position to support its Finance and Commissions teams. The role focuses on financial reporting, data management, and collaboration with organizational leaders, ideal for candidates looking to enhance their analytical skills in a dynamic environment.

Salary

Base: $60-$70K annually; Bonus/Equity: Not specified; Benefits: Medical/Dental/Vision Insurance, 401(k) Retirement Plan, Paid Holidays, PTO, Community Service PTO, FSA/HSA, Life Insurance, Short-Term and Long-Term Disability

Skills & Requirements

Must-have

  • Advanced Excel skills (VLOOKUP/XLOOKUP, PivotTables)
  • Data accuracy and consistency
  • ETL documentation and workflow support
  • KPI metric communication
  • Production modeling and analysis

Nice-to-have

  • Power BI or similar analytics tools
  • Python for data automation
  • Strategic decision-making exposure
  • Collaborative work environment

Key Requirements

  • Advanced Excel skills
  • Familiarity with ETL concepts
  • Strong analytical thinking

Work Rights

Not specified

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