Financial and Planning Analyst

Aspire General; New Jersey; Hybrid; USD 65,000 - 95,000; Full time

Job summary

Aspire General Insurance Company and Aspire General Insurance Services seek an FP&A Analyst to support budgeting, forecasting, reporting, and business performance analysis across the organization.

The role partners with Finance, Operations, Claims, and Distribution to transform data into insights for strategic decision-making in a fast-growing insurance environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Statistics, or related field.
• 1-3 years of financial analysis experience preferred; strong entry-level candidates considered
• Strong understanding of GAAP and STAT
• Experience analyzing financial statements, KPIs, and business drivers
• Experience supporting budgeting, forecasting, and variance analysis
• Advanced Excel and PowerPoint skills, including financial modeling and presentation development
• Strong analytical, organizational, and problem-solving skills
• Ability to work with large datasets and perform detailed financial analysis
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment

Responsibilities

• Analyze historical and current financial data to evaluate business performance and identify key trends and drivers
• Monitor actual results against budget and forecast, explaining variances and identifying opportunities or concerns
• Support monthly, quarterly, and annual forecasting processes, including data collection, validation, and consolidation
• Build, maintain, and enhance financial models to support planning and strategic decision-making
• Prepare recurring and ad hoc financial reports, dashboards, and management presentations
• Assist in the development and monitoring of KPIs, operational metrics, and financial benchmarks
• Analyze financial and operational processes to identify risks, inefficiencies, and improvement opportunities
• Support operating expense and capital expenditure tracking and reporting
• Extract, validate, and transform data from financial systems and data warehouses
• Partner with Finance leadership and cross-functional stakeholders on planning and analysis initiatives
• Support automation and process improvement efforts to enhance reporting efficiency and scalability

Skills

Financial analysis

GAAP & STAT knowledge

Data analysis

Excel & PowerPoint

Communication

Problem solving

Dataset handling

Prioritization

Education

Bachelor's degree in Finance/Accounting/Economics/Statistics

Tools

Workday

Adaptive Planning

Excel

PowerPoint

Job description

All Jobs > Financial and Planning Analyst

At Aspire General Insurance Company and Aspire General Insurance Services, we're on a mission to provide affordable specialty auto insurance while delivering exceptional service to our customers.

Our culture is built around our core values, ABLE: Always Do the Right Thing, Be Yourself, Learn and Evolve, and Execute. We believe in empowering team members to take ownership, innovate, and contribute to our continued growth and success.

If you're looking for an opportunity to make an impact, gain exposure to senior leadership, and grow your financial analysis career within a fast-growing insurance organization, we'd love to hear from you.

Required Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, Statistics, or a related field
• 1-3 years of financial analysis experience preferred; strong entry-level candidates will be considered
• Strong understanding of GAAP and Statutory Accounting Principles (STAT)
• Experience analyzing financial statements, key performance indicators, and business performance drivers
• Experience supporting budgeting, forecasting, and variance analysis activities
• Advanced Microsoft Excel and PowerPoint skills, including financial modeling and presentation development
• Strong analytical, organizational, and problem-solving skills
• Ability to work with large datasets and perform detailed financial analysis
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment

Preferred Qualifications:

• Progress toward a CPA, CFA, or advanced degree
• Property & Casualty insurance industry experience
• Experience with Workday, Adaptive Planning, or other financial planning systems
• Experience supporting state expansion or regulatory-driven initiatives within the insurance industry

Position Summary:

As an FP&A Analyst, you will play a critical role in supporting financial planning, forecasting, reporting, and business performance analysis across the organization. This position offers hands-on experience with budgeting, forecasting, financial modeling, and executive reporting while partnering with leaders across Finance, Operations, Claims, Distribution, and other business functions.

The ideal candidate is highly analytical, detail-oriented, intellectually curious, and motivated to transform data into actionable business insights that support strategic decision-making.

• Analyze historical and current financial data to evaluate business performance and identify key trends and drivers
• Monitor actual results against budget and forecast, explaining variances and identifying areas of opportunity or concern
• Support monthly, quarterly, and annual forecasting processes, including data collection, validation, and consolidation
• Build, maintain, and enhance financial models to support planning and strategic decision-making
• Prepare recurring and ad hoc financial reports, dashboards, and management presentations
• Assist in the development and monitoring of KPIs, operational metrics, and financial benchmarks
• Analyze financial and operational processes to identify risks, inefficiencies, and improvement opportunities
• Support operating expense and capital expenditure tracking and reporting
• Extract, validate, and transform data from financial systems, databases, and data warehouses
• Partner with Finance leadership and cross-functional stakeholders on planning and analysis initiatives
• Support automation and process improvement efforts to enhance reporting efficiency and scalability

You will thrive in this position if you:

• Enjoy solving complex business problems with data
• Can translate financial and operational information into meaningful insights
• Take ownership of your work and proactively identify opportunities for improvement
• Communicate effectively with both financial and non-financial stakeholders
• Are eager to learn and grow within a fast-paced, evolving organization

Working Conditions:

• Hybrid position with occasional travel for meetings, training, or business initiatives as needed
• Prolonged periods of sitting and working on a computer
• Must be able to remain productive in a fast-paced, deadline-driven environment