FP&A Analyst

Role Overview

The FP&A Analyst supports budgeting, forecasting, management reporting, and financial analysis for Fortegra’s insurance and services businesses. Working under the guidance of the Senior Manager or Director of FP&A, you will maintain financial models, validate data, investigate variances, and prepare insights that help the team understand business performance.

What You Will Do

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.

Why It Might Be a Fit

This individual contributor role offers coaching and increasing analytical responsibility for an early-career finance professional. Strong Excel skills, including formulas, lookups, and pivot tables, with the ability to maintain structured financial models and develop modeling skills.

Requirements

• 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.
• 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.

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• Retirement plan
• Paid time off
• Paid holidays

Tagged as: Data Analysis, Excel, Financial Modeling, Forecasting