Associate 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: 

The Associate Financial Analyst is responsible for supporting the Financial Planning & Analysis (FP&A) team through ownership of the company's expense management and reporting processes. Serving as the primary finance contact for expense governance, this role helps ensure purchase commitments are appropriately reviewed, aligned with approved budgets, and communicated effectively across the organization. This position plays a critical role in providing timely visibility into company spending, maintaining strong financial controls, and supporting departmental leaders with expense reporting and analysis. While the primary focus of the role is expense management, the Associate Financial Analyst will also support broader FP&A initiatives and gain exposure to budgeting, forecasting, and financial analysis.  This position reports to a Financial Analyst and is required to be onsite 3 days a week at our Durham, NC headquarters.    

 What You Will Do: 

Expense Governance

• Serve as the primary FP&A reviewer for company purchase order (PO) requests prior to approval.
• Review purchase requests to ensure expenditures are appropriate, adequately supported, and aligned with approved budgets and company policies.
• Partner with business leaders, Procurement, and Accounts Payable to resolve questions related to purchase requests and spending.
• Identify requests that exceed approved budgets or require additional review, escalating concerns to finance leadership and ensuring timely communication with stakeholders.
• Maintain strong financial governance by helping ensure company spending is appropriately reviewed before commitments are made.

 Expense Reporting

• Prepare and distribute weekly reports summarizing Accounts Payable activity and company spending.
• Monitor spending trends and identify unusual activity, significant transactions, or potential budget risks.
• Provide timely reporting and insights to support management's visibility into operating expenses.

Departmental Expense Reporting

• Prepare quarterly departmental expense reports comparing actual results against approved budgets.
• Analyze spending variances, identify key drivers, and communicate findings to department leaders.
• Support department managers in monitoring budget utilization throughout the year.
• Assist with expense forecasting and ongoing budget management activities.

Financial Analysis

• Perform ad hoc analyses related to operating expenses, departmental spending, vendor activity, and budget performance.
• Develop reports and dashboards that improve visibility into company expenditures.
• Support monthly, quarterly, and annual FP&A reporting and analysis as needed 

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:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• 1-3 years of experience in financial analysis, corporate finance, FP&A, accounting, or a related analytical role.
• Experience with financial reporting, budgeting, forecasting, variance analysis, or financial modeling preferred.
• Experience working with large datasets and translating financial information into actionable insights.