Associate Financial Analyst Job Durham area,North Carolina USA,Finance & Banking

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 or follow them on

Description

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.

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…