Entry Level Financial Planner Jobs in California

Aspire General Insurance Company and its affiliated general agent, Aspire General Insurance Services, are on a mission to deliver affordable specialty auto coverage to drivers without compromising outstanding service.

Our company values can best be described with ABLE: to always do the right thing, be yourself, learn and evolve, and execute. Join our team where every individual takes pride in driving their role for shared success.

As a Financial Analyst reporting to the FP&A Manager, you will play a key role in supporting financial planning, forecasting, and performance analysis across the organization. This is a hands-on, analytically rigorous position offering exposure to core financial processes, senior stakeholders, and cross-functional partners.

You will contribute to budgeting and forecasting cycles, develop and maintain financial models, and translate accounting and operational data into clear, actionable insights. Success in this role requires strong analytical skills, intellectual curiosity, attention to detail, and a willingness to take ownership in a fast-paced environment.

Responsibilities

· Analyze historical and current financial data to assess performance and understand key business drivers

· Monitor actual results against budget and forecast, identifying and explaining key variances and trends

· Support monthly and quarterly forecasting processes, including data collection, validation, and consolidation

· Build, maintain, and enhance financial models to support forecasting and business decision-making

· Prepare recurring and ad hoc financial reports and presentations for management review

· Assist in the development, tracking, and analysis of key performance indicators (KPIs) and benchmarks

· Analyze financial and operational processes to identify risks, trends, and opportunities for improvement

· Support operating and capital expenditure tracking and related financial reporting

· Work with financial systems, databases, and data warehouses to extract, validate, and transform data

· Partner with senior FP&A team members and cross-functional stakeholders to support planning and analysis initiatives

· Contribute to the continuous improvement and automation of financial reporting and planning tools

Skills & Qualifications

· Bachelor’s degree in Finance, Accounting, Economics, Statistics, or a related field

· Progress toward CFA, CPA, or an advanced degree preferred

· 1-3 years of financial analysis experience preferred; strong entry-level candidates will be considered

· Property & casualty insurance experience a plus

· Strong understanding of Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (STAT)

· Demonstrated ability to analyze and interpret financial statements and key performance drivers

· Experience supporting budgeting, forecasting, and variance analysis activities

· Advanced proficiency in Excel and PowerPoint, including financial modeling and presentation development

· Ability to work with large datasets and perform detailed analytical reviews

· Familiarity with financial systems and planning tools; Workday and Adaptive Planning experience preferred

· Detail-oriented, dependable, and proactive in identifying issues and recommending solutions

· Strong written and verbal communication skills, with the ability to clearly explain analyses and results

· Strong organizational skills and ability to manage multiple priorities and deadlines in a fast-paced environment

· Experience supporting state expansion or regulatory-driven initiatives in the property & casualty insurance industry preferred

Individuals seeking employment at Aspire General Insurance Services LLC are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation in accordance with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

*Dependent on plan selected