Finance Transformation & Reporting Specialist

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

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.