FP&A Analyst

Description

Aspire General Insurance Company and its affiliated general agent, Aspire General Insurance Services, are on a mission to deliver affordable specialty auto coverage to drivers without compromising outstanding service.

Our company values can best be described with ABLE: to always do the right thing, be yourself, learn and evolve, and execute. Join our team where every individual takes pride in driving their role for shared success.

As a Financial Analyst reporting to the FP&A Manager, you will play a crucial role in enhancing business decisions by employing strategic data analysis and ad-hoc modeling. Your involvement in the financial planning and reporting process will be instrumental in ensuring informed and efficient decision-making.

You will collaborate cross-functionally to provide actionable insights, contributing to the continuous improvement of financial strategies. Your proficiency in creating financial models and interpreting accounting and operational data will be vital in delivering comprehensive reports and recommendations, fostering a data-driven culture within the organization.

A strong work ethic, intellectual curiosity, and a proactive mindset will contribute to long-term success in this role while supporting both individual development and broader team growth.

Responsibilities

• Analyze historical and current financial data to understand the company’s financial status
• Develop predictive financial models to support organizational decision making
• Analyze processes to identify gaps that can improve profit margins
• Establish benchmarks for financial processes
• Track current financial data to alert stakeholders in case of deviation
• Provide guidance in buying or selling stocks, making investments and generating funds
• Study industry-specific research and available data to predict trends
• Create reports that enable management teams to make strategic decisions to meet business goals
• Prepare financial documentation to support company funding initiatives and investor readiness
• Develop forecasting tools and methodologies to automate financial data analysis
• Evaluate capital expenditures and depreciation
• Work with databases and data warehouses to extract and transform data
  
  

Requirements

Skills and Qualifications

• Bachelor’s degree, preferably with a major in Accounting, Finance, Economics, or Statistics
• Experience working as a financial analyst, ideally within the property and casualty insurance industry
• Strong understanding of Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (STAT)
• Demonstrated ability to efficiently analyze and interpret financial statements
• Advanced proficiency in Excel and PowerPoint, with strong skills in building financial models and presentations
• Experience with financial systems and databases, especially NetSuite and NetSuite Planning & Budgeting (NSPB) preferred.
• Strong work ethic with a proactive, solution-oriented mindset
• Excellent reporting, presentation, and communication skills
• Ability to work with large datasets
• Strategic thinking and organizational skills
• Proven analytical and financial modeling skills
• Experience supporting state expansion efforts in the property & casualty insurance industry is preferred
  
  

Experience

• 3 years of financial analysis and/or accounting experience
  
  

Benefits: Medical, Dental, Vision, HSA*, PTO, 401k, Company Observed Holidays

Individuals seeking employment at Aspire General Insurance Services LLC are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation in accordance with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

• Dependent on plan selected