Manager, Transformation and Integration

Fortegra; Jacksonville (FL); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Full benefits package

401(k)

Tuition assistance

Job summary

Fortegra in Jacksonville, FL is seeking a Manager for Transformation and Integration to drive efficient accounting and reporting, acting as the key liaison between Finance/Accounting and shareholder reporting.

The role leads data aggregation, identifies improvements, and collaborates with cross-department teams to optimize the reporting process while aligning with GAAP, NAIC Statutory, and IFRS guidance. A strong analytical mindset is essential.

Qualifications

• Bachelor's degree in Accounting, Statistics, Finance or equivalent.
• 7+ years of experience with insurance industry required.
• Expertise in financial statements and understanding of business economics and reporting.
• Ability to identify improvements in financial reporting processes.
• Analytical and problem-solving skills across a multi-line, geographically diverse organization.
• Experience with Oracle applications (E-Business Suite, OBIEE/OAC, Apex) preferred.
• Experience with diverse transactional and financial ledgers systems preferred.

Responsibilities

• Utilize industry and financial reporting experience to identify areas for improvement in reporting, and oversee the development and delivery of improvements.
• Collaborate with Finance/Accounting and Actuarial departments, and other business resources as necessary, to align efficient reporting needs.
• Develop, and ultimately exploit, a deep understanding of data flow between transactional systems, Oracle financial systems, and financial reporting across various applicable guidance (GAAP, NAIC Statutory, IFRS) to enhance financial reporting capabilities and data-driven decision-making.
• Assist in the design and direction of data structuring to support data aggregation, automated reports, and presentations related to KPI’s and reporting requirements.
• Respond promptly to ad-hoc reporting requests.

Skills

7+ years experience in insurance

Expertise in financial statements

Data analysis across multi-line org

Identify improvements in financial報告

Analytical and problem-solving

Interpersonal and communication skills

Microsoft Office proficiency

Education

Bachelor’s degree in Accounting/Statistics/Finance

Tools

Oracle EBS / OBIEE / OAC / Apex

Ledger systems

Job description

The Manager, Transformation and Integration will be highly visible in the organization and with shareholders, assisting the driving efficient accounting and reporting records, alignment across business needs and objectives, and optimizing shareholder reporting. This role is being the key liaison between Finance/Accounting and our shareholder, DB Insurance Co. In this role, the individual will lead the aggregation of data, while identifying and addressing areas for improvement across cross-departmental teams, proactively working towards optimization of reporting. Additionally, this individual will learn the detailed structure of our business operations and reporting, supporting a broader specialized talent pool within Finance/Accounting.

Qualifications

• Bachelor’s degree (Accounting, Statistics, Finance) or equivalent.
• 7+ years’ experience, with insurance industry experience required.
• Expertise in financial statements, with a deep understanding of business economics and reporting.
• Proven abilities to identify and suggest management improvements in financial reporting processes required.
• Analytical and problem-solving abilities across a multi-line, geographically diverse organization strongly preferred.
• Experience with Oracle suite of applications (i.e. EBusiness Suite, OBIEE/OAC, Apex) preferred, but not required.
• Experience with diverse transactional and financial ledgers systems preferred.

Primary Job Functions

• Utilize industry and financial reporting experience to identify areas for improvement in reporting, and oversee the development and delivery of improvements.
• Collaborate with Finance/Accounting and Actuarial departments, and other business resources as necessary, to align efficient reporting needs.
• Develop, and ultimately exploit, a deep understanding of data flow between transactional systems, Oracle financial systems, and financial reporting across various applicable guidance (i.e. GAAP, NAIC Statutory, IFRS) to enhance financial reporting capabilities and data-driven decision-making.
• Assist in the design and direction of data structuring to support data aggregation, automated reports, and presentations related to KPI’s and reporting requirements.
• Respond promptly to ad-hoc reporting requests.

The above cited duties 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.

Skills & Competencies Required

• Analytical skills, and ability to work with large volumes of data from varying sources.
• Organizational, critical thinking, and problem-solving skills.
• Ability to develop and document business requirements and project tasks.
• Effective interpersonal and communication skills are necessary to manage business and technology relationships across individuals with varying degrees of experience.
• Proficiency with Microsoft Office applications (i.e. Excel, Word, Outlook)
• Promote a cooperative and productive team environment.
• Experience within the insurance industry required (includes those with relative audit and/or consulting background)

Additional Information

• Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
• The anticipated salary range for this position is $120,000 - $150,000. Actual compensation may vary based on experience, qualifications, and location.
• Internal Notice: As part of our commitment to talent development, this position is open for internal promotion applications at the time of public posting.
• Fortegra is not accepting unsolicited resumes from search firms for this position.
• Please be aware of job fraud(s) – all correspondence emails regarding your candidacy will come from our Fortegra.com email address. Thank you.