Senior Financial Analyst
Fortegra
(Jacksonville, Florida)As a leading provider of credit protection, insurance, warranty, and specialty underwriting products, Fortegra™ offers consumers relief from life’s inevitable setbacks. No matter the issue – from a lost cell phone to car trouble, appliance failures to job loss – we deliver unequaled value without forcing your customers to jump through the hoops typically associated with traditional insurance and protection programs.
- Responsible for performing recurring financial analyses of business segment profitability, assisting with the consolidation of annual and quarterly planning and forecasting processes and other financial projects as assigned.
- Performs monthly analysis of all expenses, identifying coding errors and obtaining corrections prior to moneth end close
- Performs due diligence related to mergers and acquisitions
- Reviews capital expenditure requests for adequate documentation and justification
- Assists in coordinating, preparing and consolidating annual financial plans including volume forecasts, operating budgets, and capital plans
- Assists in quarterly segment information for 10-Q and 10-K reporting requirements
- Bachelor's degree in Finance, Masters preferred
- 5+ years experience in accounting and/or financial analysis
- In depth knowledge of financial modeling, analysis and planning
- Experience in ROE, ROI and similar evaluations to support business decisions
- Knowledge of capital markets and financial instruments
- Familiarity with insurance and reinsurance products preferred
- Oracle BI and Oracle EBS experience preferred
- Proficient with MS Office including Excel for modeling
- Chartered Financial Analyst (CFA) preferred
Questions
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- Documentation
- Financial Analysis
- Financial Modeling
- Financial Planning
- Forecasting
- Microsoft Excel
- MS Office
- Planning
- Oracle E-Business Suite
- Capital Planning
- Capital Market
- Chartered Financial Analyst
- Knowledge of Return On Equity
- Expense Analysis
- Financial Instruments
- Mergers and Acquisitions
- Capital Expenditure (Capex)
- Return On Investment (ROI)
- Business
- Accounting
- 10-Q
- 10-K
- Operating Budget
- Insurance
- Reinsurance
- Oracle Business Intelligence

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