Bachelor’s degree in Accounting, Finance, or related field (CPA, CMA, or MBA preferred), 5+ years in a blended FP&A/accounting or corporate finance role, Strong Excel skills and familiarity with tools like QuickBooks, NetSuite, or BI platforms, Advanced knowledge of GAAP and financial reporting..
Key responsibilities:
Create and manage detailed financial and sales forecasts, budgets, and long-term models
Lead monthly and quarterly financial analysis; identify and explain key variances
Collaborate with department leaders on strategic planning and performance insights
Prepare executive-level reporting, KPIs, dashboards, and variance reports.
Report This Job
Help us maintain the quality of our job listings. If you find any issues with this job post, please let us know.
Select the reason you're reporting this job:
Elite Insurance Partners
51 - 200
Employees
About Elite Insurance Partners
Elite Insurance Partners (MedicareFAQ) is a licensed insurance agency based in Tampa, Florida and work nationwide. Our primary market is Medicare but we do work in most lines of insurance.
Our objective is simple; make sure each individual we work with is educated about Medicare and all the supplemental plans that come along with it.
We find the best possible supplemental plan & rate for each individual’s specific needs and budget. We make sure that each individual knows everything there is to know about the plan(s) they are considering and shop for the best rate from the nation’s top carriers in the Medicare market.
We consider our licensed advisers to be some of the best in the Medicare market. We will help make sense of Medicare and all the confusing parts that come along with it.
Call one of our licensed agents at (800) 845-2484, or visit us on the web at www.EliteInsurancePartners.com .
Elite Insurance Partners (EIP) is a nationally recognized insurance brokerage headquartered in Tampa, FL. Ranked among the top brokerages in the country, we’ve earned the Top Workplaces award four years in a row. We’re growing fast and looking for top talent to grow with us.
Job Description
We’re hiring a Financial Planning & Analysis (FP&A) Accountant who will lead financial forecasting, budgeting, and modeling—while also managing core accounting responsibilities such as month-end close, reconciliations, and reporting. This role is a unique opportunity to drive strategic decisions and support operational excellence.
We prefer candidates who are local to Tampa or willing to relocate, and we offer relocation assistance. Remote candidates will be considered only if they are exceptionally qualified.
Responsibilities
- Create and manage detailed financial and sales forecasts, budgets, and long-term models
- Lead monthly and quarterly financial analysis; identify and explain key variances
- Collaborate with department leaders on strategic planning and performance insights
- Support accounting operations: journal entries, month-end close, reconciliations
- Prepare executive-level reporting, KPIs, dashboards, and variance reports
- Assist with cash flow forecasting, scenario modeling, and ad hoc projects
- Ensure compliance with GAAP and maintain strong internal controls
- Coordinate with external partners for audits, tax filings, and reporting
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field (CPA, CMA, or MBA preferred)
- 5+ years in a blended FP&A/accounting or corporate finance role
- Strong Excel skills and familiarity with tools like QuickBooks, NetSuite, or BI platforms
- Advanced knowledge of GAAP and financial reporting
- Strong analytical, communication, and project management skills
- Based in or willing to relocate to Tampa, FL (remote optional only for exceptional candidates)
Benefits
- $110,000–$150,000 base salary + performance bonus
- Relocation assistance available
- 401(k) with up to 3.5% company match after 1 year
- Paid time off, holidays, and bonus PTO opportunities
- Full medical, dental, vision, life, and disability insurance options
- Onsite perks:
- Gym membership with fitness classes and basketball court
- Relaxation room with zero-gravity massage chairs
- Onsite cafeteria with freshly prepared meals
Required profile
Experience
Spoken language(s):
English
Check out the description to know which languages are mandatory.