Aspida · 1 hour ago
Financial Analyst
Durham,NC,US
Full-time
Hybrid
Mid Level
4+ years expAspida is a tech-driven insurance carrier focused on providing retirement solutions and annuity products. The Financial Analyst role involves analyzing financial performance, maintaining forecasts, and supporting the FP&A team in delivering insights and reports for senior leadership.
FinanceFinancial ServicesInsurance
Responsibilities
Recurring financial analysis and projection-driven management reporting
Evaluate monthly, quarterly, and YTD results with emphasis on forecast accuracy, identifying drivers of variance versus plan, forecast, and prior year, and quantifying expected forward impacts
Deliver forward-looking monthly and quarterly financial reporting, highlighting trends, run-rate implications, and projection updates for senior leadership
Continuously enhance management reporting and executive presentations to better surface leading indicators, key performance forecasts, and scenario-based insights
Support development of the multi-year financial plan, emphasizing projection methodologies, assumption-setting, scenario analysis, and long-term financial outlooks
Proactively identify emerging risks and opportunities affecting projected financial performance, including trend shifts, assumption changes, and scenario outcomes
Continuously modernize FP&A systems and reporting tools to improve projection accuracy, efficiency, automation, and analytics capabilities
Develop forward-looking financial models to evaluate strategic initiatives, investment decisions, capital deployment, and business performance under various scenarios
Provide projection-centered insights for ad hoc leadership requests
Support preparation of analysis and materials for rating agencies, Board meetings, senior leadership, and other external stakeholders, with emphasis on forecast narratives, projection methodologies, and key assumptions
Collaborate with Accounting during monthly and quarterly closes to ensure alignment of actuals with forecasts, refine projection baselines, and update near-term outlooks
Qualification
Required
Four or more years of relevant financial experience, with a strong preference for a background in insurance, banking, or financial services
BA / BS in Finance, Accounting, Economics, or related degree
Excellent analytical, problem solving, and financial modeling skills
Strong communication, partnering, presentation and influencing skills
Solid technology skills including: Excel, PowerPoint, and Financial Planning Systems (Oracle, Planful, PowerBI, etc.)
Ability to manage multiple priorities within tight deadlines
Proven ability to build and maintain strong business partnerships and staying connected with the various areas of the business while continuing to manage and communicate timelines and expectations
Proven ability to set realistic goals and work with all levels and functions to move the organization toward achievement of stated goals
Ability to dig deep into detail while retaining a broad view of the strategy
Collaborative approach based on the ability to listen and value others' opinions
Preferred
MBA / CPA / CFA a plus
Benefits
Long-Term Incentive Plan
Full Benefits Package Available
Company
Aspida
We’re Aspida – a tech-leading, agile insurance company that provides life and annuity solutions with speed, simplicity, and security to enhance well-planned retirement and wealth management strategies.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2021-07-15Acquired
Leadership Team
Alex Seidita
Chief Information Officer
Chad Burns
Chief Distribution Officer
Company data provided by crunchbase