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 within national carrier organizations. They have been serving Americans for years and have earned nationwide recognition for their excellent service and broker support.  Plan Advisors is a proud member of the Integrity 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, gain exposure to strategic decision-making, and work closely with leaders across the organization.

Key Responsibilities

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

• Perform 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 unstructured 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.

• Perform basic data transformations using excel, or scripting tools as directed.

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

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

• Prepare monthly reporting packages for leadership.

• Support the Finance Manager during weekly financial results meetings

• Contribute to Ad Hoc financial models, and strategic planning

Technology & Data Tools

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

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

Skills & Experience

• Advanced Excel 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/Vision 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 within the pay scale based on one or more of the following factors: candidate’s experience, skill set, education level, and/or location.

About Integrity

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

Integrity 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 Integrity, 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. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

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

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