Finance Transformation & Reporting Analyst

FortegraJacksonville, FL
Onsite

About The Position

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.

Requirements

  • Bachelor’s degree in accounting, finance, analytics, or related field.
  • 1–3 years in financial reporting, FP&A, public accounting, or finance transformation.
  • Proficiency in Excel required.

Nice To Haves

  • Insurance industry experience
  • Korean language skills
  • CPA eligibility, CPA exam progress, or interest in pursuing CPA certification
  • experience with Oracle Financials, financial datasets, Power BI, Oracle OAC, or similar reporting tools

Responsibilities

  • 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.

Benefits

  • medical
  • dental
  • life
  • vision
  • company paid short/long term disability
  • 401(k)
  • tuition assistance
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