Finance Transformation & Reporting Analyst

Fortegra; Jacksonville (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Tuition assistance

Job summary

Fortegra seeks a Finance Transformation and Reporting Analyst in Jacksonville, FL to support enterprise‑level financial reporting, data accuracy, and process improvements. Early‑career finance professionals with 1–3 years in reporting are encouraged to apply.

The role emphasizes collaboration with Finance, Accounting, Premium Operations, and Actuarial teams, and requires a Bachelor’s in accounting/finance/analytics with strong Excel skills.

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

Data analysis

Excel

Power BI

Oracle Financials

Education

Bachelor's degree in accounting/finance/analytics

Tools

Oracle Financials

Power BI

Oracle OAC

Job description

Finance Transformation & Reporting Analyst

Job Category: Associate

Requisition Number: FINAN001715

• Posted : August 11, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Jacksonville, FL 32256, USA

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, including candidates with one to two years of public accounting experience, whoiseager to learn how financial data, reporting processes, and cross-functional business teams work together across the organization.

Minimum Qualifications

• Bachelor’s degree in accounting,finance,analytics, or related field.
• 1–3years 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.

Primary Job Functions

• 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.

Theabove citedduties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

• Strong analytical mindset with the ability to organize data, identify issues, and solve problems with attention to detail.
• Foundational understanding of financial analysis, reconciliations, and data validation, with a willingness to deepen these skills through hands‑on reporting work.
• Proficiency in Excel required; experience with Oracle Financials, financial datasets, Power BI, Oracle OAC, or similar reporting tools is a plus.

Additional Information

Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more

#LI-Onsite

Internal Notice: As part of our commitment to talent development, this position is open for internal promotion applications at the time of public posting.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.