Finance Transformation & Reporting Analyst
Fortegra Jacksonville, Florida, United States
Insurance · 501-1,000 employees
About the role
The analyst will support enterprise-level financial reporting, data validation, and process improvement initiatives. They will collaborate with cross-functional teams to prepare financial reports and ensure data integrity across various accounting frameworks.
What they look for
Requirements
Candidates must hold a bachelor's degree in accounting, finance, or a related field and possess 1–3 years of relevant experience. Proficiency in Excel is required, and experience with financial reporting tools or insurance industry knowledge is considered a plus.
Benefits
Full description
Fortegra is seeking a motivated Finance Transformation and Reporting Analyst to support enterprise-level financial reporting, data accuracy, and process improvement initiatives. This role is well suited for an early-career finance or accounting professional, including candidates with one to two years of public accounting experience, who is eager to learn how financial data, reporting processes, and cross-functional business teams work together across the organization.
Minimum 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.
Primary Job Functions:
- 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.
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:
- Strong analytical mindset with the ability to organize data, identify issues, and solve problems with attention to detail.
- Foundational understanding of financial analysis, reconciliations, and data validation, with a willingness to deepen these skills through hands-on reporting work.
- Proficiency in Excel required; experience with Oracle Financials, financial datasets, Power BI, Oracle OAC, or similar reporting tools is a plus.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more
Job Posting Disclaimer:
Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender.
Fortegra is not accepting unsolicited resumes from search firms for this position.
Internal Notice: As part of our commitment to talent development, this position is open for internal promotion applications at the time of public posting.
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