Assistant Financial Planner Jobs in Raleigh, NC (NOW HIRING)

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, we're 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 (NYSE: ARES) 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 don't let egos get in the way. They don't settle for the status quo, and they don't 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. That's 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 that's why we're doing things differently than everyone else in our industry. We're 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:

Aspida is seeking a strategic and analytically driven Vice President of Financial Planning & Analysis to lead enterprise-wide financial planning, forecasting, and performance analysis. This role is critical to shaping Aspida's financial strategy, supporting executive decision-making, and driving operational excellence across the organization. This role reports to the Deputy Chief Financial Officer and is required to be onsite at our Durham office 3 days a week.   

What You Will Do:

• Mentor and develop a high-performing FP&A team, fostering a culture of accountability and innovation
• Collaborate with Controllership, Treasury, and Strategy teams to ensure alignment and transparency in financial operations
• Oversee monthly and quarterly financial reporting, including variance analysis and executive dashboards
• Monitor the achievement of business performance, highlighting risks and opportunities and assist in formulating plans to address these
• Point person for Rating Agencies, including annual ratings process and quarterly updates
• Own process for developing financial presentations and present financial insights and recommendations to the executive team and board of directors
• Responsible for all internal financial communication across the Aspida Group (e.g. results presentations, Town Hall meetings, etc.)
• Partner with senior leadership to evaluate strategic initiatives, capital deployment, and investment decisions
• Lead the development of annual budgets, long-range financial plans, and rolling forecasts across all business units, including required capital
• Oversee capital management function to drive efficient use and cost of capital
• Provide financial modeling and scenario analysis to support M&A, product launches, and market expansion
• Drive continuous improvement in FP&A processes, tools, and systems to enhance accuracy, efficiency, and insight
• Drive expense management disciplines and achieving expense targets

What We Provide:

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

What We Believe:

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:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• Minimum of 10 years of progressive experience in life/annuity insurance FP&A (or related finance function), with at least 5 years in a management/leadership role. 
• Proven track record of strategic financial leadership in a high-growth or insurance/financial services environment. 
• Advanced proficiency in financial modeling, forecasting, and data visualization tools (e.g., Excel, Power BI, Adaptive Insights). 
• Strong communication and presentation skills, with the ability to influence senior stakeholders. 
• Experience working with cross-functional teams and managing complex projects
• Collaborative approach based on the ability to listen and value others' opinions

Preferred Qualifications:

• MBA / CPA / CFA
• Relevant finance experience in asset manager-backed life insurer
• Experience with investor reporting and modeling