Finance Transformation & Reporting Analyst

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 ideal 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 collaborate across the organization.

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.

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.

The above duties describe the general nature and level of work but are not an exhaustive list of all responsibilities an incumbent may be expected to perform.

Skills

• 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.

Benefits

• Medical, dental, life, and vision insurance.
• Company-paid short/long term disability.
• 401(k) retirement plan.
• Tuition assistance.