FP&A Analyst

Fortegra; Jacksonville (FL); On-site; USD 65,000 - 85,000; Full time

Job summary

Fortegra, a specialty insurance company headquartered in Jacksonville, FL, seeks an FP&A Analyst to support budgeting, forecasting, and management reporting. You will maintain financial models, validate data, investigate variances, and deliver insights under FP&A leadership.

This role offers hands-on responsibilities for early-career finance professionals with coaching and increasing analytical ownership. On-site work at our Jacksonville office is required.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 0–2 years of relevant experience in financial analysis, FP&A, accounting, public accounting, investment banking, or a related area.
• Strong Excel skills, including formulas, lookups, and pivot tables, with the ability to maintain structured financial models and develop modeling skills.
• Foundational understanding of financial statements, accounting principles, and the relationship between income statement, balance sheet, and cash flow.
• Strong analytical skills and attention to detail, with the ability to validate data and investigate discrepancies.
• Clear written and verbal communication skills and the ability to explain findings to finance and business colleagues.
• Ability to organize work, meet recurring deadlines, and manage multiple priorities.
• Ability to work on-site at Fortegra’s Jacksonville office.

Responsibilities

• Prepare monthly and quarterly financial reports, supporting schedules, dashboards, and presentation materials for review by FP&A leadership.
• Collect, consolidate, and validate Annual Operating Plan (AOP) and reforecast inputs; track assumptions, submissions, and outstanding items with business partners.
• Update and maintain financial models and program-level performance data using approved assumptions, documented inputs, and version control.
• Compare actual results with budget, forecast, and prior periods; research variances, identify trends, and draft clear explanations for review.
• Assist with analysis of insurance and service business drivers, including written and earned premiums, fee revenue, loss ratios, expense ratios, combined ratios, and program profitability, as applicable.
• Work with Accounting to reconcile reporting schedules to financial results and investigate discrepancies; gather information from Actuarial, Underwriting, and Operations to support analysis.
• Assist with operating expense, headcount, and cost allocation analysis and identify emerging risks or opportunities for manager review.
• Support scenario modeling, profitability analysis, and other strategic or ad hoc projects under the direction of FP&A leadership.
• Document recurring processes and data definitions; help improve reporting through Excel, business intelligence tools, and appropriate automation.
• Maintain accurate supporting documentation and protect confidential financial and business information.

Skills

Excel

Financial analysis

Pivot tables

Power BI

SQL

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Adaptive

Hyperion

Anaplan

Job description

Fortegra is a specialty insurance company and services provider headquartered in Jacksonville, Florida. We work with distribution partners, managing general agents (MGAs), and program administrators to deliver insurance solutions and services. Our Finance team turns financial and operational data into insight that supports business decisions.

Role Overview

The FP&A Analyst supports budgeting, forecasting, management reporting, and financial analysis for Fortegra’s insurance and services businesses. Working under the guidance of the Senior Manager or Director of FP&A, you will maintain financial models, validate data, investigate variances, and prepare insights that help the team understand business performance. This individual contributor role offers coaching and increasing analytical responsibility for an early-career finance professional.

Key Responsibilities

• Prepare monthly and quarterly financial reports, supporting schedules, dashboards, and presentation materials for review by FP&A leadership.
• Collect, consolidate, and validate Annual Operating Plan (AOP) and reforecast inputs; track assumptions, submissions, and outstanding items with business partners.
• Update and maintain financial models and program-level performance data using approved assumptions, documented inputs, and version control.
• Compare actual results with budget, forecast, and prior periods; research variances, identify trends, and draft clear explanations for review.
• Assist with analysis of insurance and service business drivers, including written and earned premiums, fee revenue, loss ratios, expense ratios, combined ratios, and program profitability, as applicable. Learn the relevant metrics with support from FP&A leadership.
• Work with Accounting to reconcile reporting schedules to financial results and investigate discrepancies; gather information from Actuarial, Underwriting, and Operations to support analysis.
• Assist with operating expense, headcount, and cost allocation analysis and identify emerging risks or opportunities for manager review.
• Support scenario modeling, profitability analysis, and other strategic or ad hoc projects under the direction of FP&A leadership.
• Document recurring processes and data definitions; help improve reporting through Excel, business intelligence tools, and appropriate automation.
• Maintain accurate supporting documentation and protect confidential financial and business information.

Qualifications

Required

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 0–2 years of relevant experience in financial analysis, FP&A, accounting, public accounting, investment banking, or a related area. Relevant internships will be considered for entry-level candidates.
• Strong Excel skills, including formulas, lookups, and pivot tables, with the ability to maintain structured financial models and develop modeling skills.
• Foundational understanding of financial statements, accounting principles, and the relationship between income statement, balance sheet, and cash flow.
• Strong analytical skills and attention to detail, with the ability to validate data and investigate discrepancies.
• Clear written and verbal communication skills and the ability to explain findings to finance and business colleagues.
• Ability to organize work, meet recurring deadlines, and manage multiple priorities.
• Ability to work on-site at Fortegra’s Jacksonville office.

Preferred

• Public accounting, investment banking, or corporate FP&A experience.
• Interest in or exposure to specialty insurance, reinsurance, warranty, or other financial services businesses.
• Exposure to planning and reporting systems such as Adaptive, Hyperion, Anaplan, or similar platforms.
• Experience with Power BI, Tableau, Power Query, or SQL for reporting, data preparation, or analysis.
• Interest in responsible use of approved AI and automation tools to improve productivity, with validation of outputs and appropriate handling of confidential data.
• Progress toward or interest in pursuing a CPA, CFA, or MBA.

Core Competencies

Data accuracy and attention to detail; ownership and accountability; curiosity and openness to feedback; clear communication; time management; collaboration with business partners.

Work Location

This position is based on-site at Fortegra’s Jacksonville, Florida headquarters.

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.