FP&A Analyst

About Fortegra

Role overview

Key responsibilities

• Prepares monthly and quarterly reports, schedules, dashboards, and presentation materials.
• Collects and validates annual operating plan and reforecast inputs and tracks assumptions and submissions.
• Maintains financial models and program performance data with documented inputs and version control.
• Compares actuals with budget, forecast, and prior periods; investigates variances and drafts explanations.
• Analyzes insurance and service business drivers, including premiums, fee revenue, ratios, and program profitability.
• Reconciles schedules with Accounting and obtains relevant analysis from Actuarial, Underwriting, and Operations.
• Supports expense, headcount, cost-allocation, scenario, profitability, strategic, and ad hoc analyses.
• Documents processes and data definitions and improves reporting with Excel, BI tools, and appropriate automation.
• Maintains documentation and protects confidential financial and business information.

Required qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 0–2 years of relevant financial analysis, FP&A, accounting, public accounting, investment banking, or related experience; relevant internships are considered.
• Strong Excel skills, including formulas, lookups, and pivot tables, and ability to maintain structured financial models.
• Foundational knowledge of financial statements, accounting principles, and the relationships among income statement, balance sheet, and cash flow.
• Analytical ability, attention to detail, data validation skills, and ability to investigate discrepancies.
• Clear written and verbal communication; ability to organize work, meet recurring deadlines, and manage priorities.
• Ability to work on-site at Fortegra’s Jacksonville office.

Preferred qualifications

• Public accounting, investment banking, or corporate FP&A experience is preferred.
• Exposure to specialty insurance, reinsurance, warranty, or other financial-services businesses is preferred.
• Exposure to Adaptive, Hyperion, Anaplan, or similar planning and reporting platforms is preferred.
• Power BI, Tableau, Power Query, or SQL experience is preferred.
• Interest in responsible use of approved AI and automation tools, with output validation and appropriate confidential-data handling, is preferred.
• Progress toward or interest in a CPA, CFA, or MBA is preferred.

Core competencies

Work location

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

Benefits

• The benefits package includes medical, dental, life, and vision coverage; disability coverage; 401(k); tuition assistance; and other benefits.