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Idea Insurance Agency Linkedin · Posted 2d ago

Business Analyst

Orlando, Florida, United States

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About the Role


IDEA Insurance Agency is seeking a highly analytical and results-driven Business Analyst to support our Executive Team. This on-site position will play a key role in driving strategic initiatives, improving operational efficiency, and delivering executive-level insights through data analysis and reporting.


Key Responsibilities

  • Develop and maintain executive dashboards and KPI reports.
  • Analyze business performance and identify opportunities for growth and cost savings.
  • Build reports and presentations for executive leadership.
  • Lead cross-functional projects and process improvement initiatives.
  • Monitor departmental metrics and recommend data-driven solutions.
  • Create forecasting models for revenue, staffing, and operational performance.
  • Partner with department leaders to improve efficiency and business outcomes.


Qualifications

  • Bachelor's degree in Business Administration, Finance, Economics, Data Analytics, Industrial Engineering, or a related field.
  • Minimum 3 years of experience in Business Analysis, Business Intelligence, Finance, Strategy, or Operations.
  • Advanced proficiency in Microsoft Excel (Pivot Tables, Power Query, XLOOKUP, dashboards, advanced formulas).
  • Experience with Power BI, Tableau, or similar Business Intelligence platforms.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent written and verbal communication skills, including executive-level presentations.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Experience supporting executive leadership is highly preferred.
  • Insurance or financial services experience is a plus.
  • Please refrain from applying if you do not currently reside in the Greater Orlando area. Remote and hybrid work are not available for this position.


What We're Looking For

✔ Strategic thinker with exceptional analytical abilities

✔ Passion for continuous improvement and operational excellence

✔ Strong business acumen and financial mindset

✔ Ability to transform complex data into actionable insights

✔ Collaborative professional capable of influencing cross-functional teams

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