FP&A Analyst, Insurance Finance — Onsite in Jacksonville

Fortegra; Jacksonville (FL); Presencial; USD 65.000 - 85.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Excel

Financial analysis

Pivot tables

Power BI

SQL

Educación

Bachelor’s degree in Finance/Accounting/Economics

Herramientas

Adaptive

Hyperion

Anaplan

Descripción del empleo

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.