Data-Driven Finance Transformation Analyst

Fortegra; Jacksonville (FL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision

Company-paid disability

401(k) & Tuition assistance

Job summary

Fortegra is seeking a motivated Finance Transformation and Reporting Analyst to support enterprise-level financial reporting, data accuracy, and process improvement initiatives. This role is well suited for an early-career finance or accounting professional.

The position offers exposure to GAAP, Statutory, IFRS, and K-ICS frameworks, with cross-functional collaboration across Finance, Accounting, Premium Operations, and Actuarial teams.

Qualifications

• Bachelor’s degree in accounting, finance, analytics, or related field.
• 1–3 years in financial reporting, FP&A, public accounting, or finance transformation.
• Insurance industry experience and Korean language skills are a plus.
• CPA eligibility, CPA exam progress, or interest in pursuing CPA certification preferred.

Responsibilities

• Assist with the preparation of quarterly, annual, and ad hoc financial reports for executive leadership and the parent company.
• Support reporting activities involving GAAP, Statutory, IFRS, and K-ICS frameworks, with guidance from Finance and Accounting leadership.
• Validate and reconcile financial data to ensure accuracy, completeness, and integrity.
• Improve reporting processes, automate recurring deliverables, and strengthen financial controls.
• Analyze financial and operational data to identify trends and provide actionable insights.
• Collaborate with Finance, Accounting, Premium Operations, and Actuarial teams to meet reporting needs.
• Document reporting processes, data definitions, and validation rules; support audit requirements.

Skills

Analytical mindset

Financial reporting

Data validation

Education

Bachelor's degree

Tools

Excel

Power BI

Oracle Financials

Oracle OAC

Job description

Fortegra is seeking a motivated Finance Transformation and Reporting Analyst to support enterprise-level financial reporting, data accuracy, and process improvement initiatives. This role is well suited for an early-career finance or accounting professional.

The position offers exposure to GAAP, Statutory, IFRS, and K-ICS frameworks, with cross-functional collaboration across Finance, Accounting, Premium Operations, and Actuarial teams.