Financial Analyst

Description

Company Description:

Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, were in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit www.aspida.com or follow them on LinkedIn.

Who We Are:

Sometimes, a group of people come together and create something amazing. They dont let egos get in the way. They dont settle for the status quo, and they dont complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. Thats the culture, the moxie, and the story of Aspida.

Our business focuses on annuities and life insurance. At first, it might not sound flashy, but thats why were doing things differently than everyone else in our industry. Were dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers.

What We Are Looking For:

This role on the Financial Planning & Analysis (FP&A) team will support the business by analyzing financial performance and maintaining forecasts of expected results. We are seeking a driven, self-starter with a solid understanding of finance and accounting. Communication skills are highly important, as well as the ability to problem solve and manage multiple priorities in a fast-paced, collaborative environment. This role will report to the FP&A Manager and is required to be onsite 3 days a week at our Durham, NC headquarters.

What You Will Do:

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.

Annual financial planning

• Support development of the multi-year financial plan, emphasizing projection methodologies, assumption-setting, scenario analysis, and long-term financial outlooks.

Opportunity and risk identification

• Proactively identify emerging risks and opportunities affecting projected financial performance, including trend shifts, assumption changes, and scenario outcomes.

FP&A technology and forecasting tools

• Continuously modernize FP&A systems and reporting tools to improve projection accuracy, efficiency, automation, and analytics capabilities.

Decision support, financial modeling, and ad hoc analysis

• 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.

External presentations and forecast-driven analysis

• 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.

Close support with projection alignment

Collaborate with Accounting during monthly and quarterly closes to ensure alignment of actuals with forecasts, refine projection baselines, and update near-term outlooks

What We Provide:

• Salaried, DOE
• Long-Term Incentive Plan
• Full-Time
• Full Benefits Package Available

What We Believe:

Not sure if you meet every qualification? We still encourage you to apply! We value inclusivity, welcoming candidates from diverse backgrounds, including non-traditional paths. Unique experiences enrich our team, and the willingness to dream big makes you an exceptional candidate!

At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items.

Requirements

What We Require:

• 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
• MBA / CPA / CFA a plus
• 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

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