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About the Role

The Manager of NAI Consolidation & Reporting is responsible for producing monthly and quarterly financial reporting packages for North American Insurance (NAI), synthesizing inputs from FP&A functions into a cohesive financial narrative. This role requires developing a perspective on NAI's financial performance, identifying trends, risks, and opportunities, and aligning with FP&A leadership before distribution to senior executives.

Responsibilities

Own the monthly and quarterly NAI financial reporting package end-to-end, coordinating inputs from FP&A functions and consolidating them into an executive-ready deliverable.
Integrate PubCo financial results with FP&A variance analysis across Budget, Prior Year, Prior Forecast, and Current Forecast dimensions.
Maintain and continuously improve the structure, format, and quality of NAI reporting packages, focusing on narrative clarity, visual presentation, and decision-relevance.
Serve as the final FP&A review point before reporting packages are submitted to FP&A leadership, ensuring quality, consistency, and completeness.
Develop a well-reasoned, so-what narrative that synthesizes financial performance across NAI's lines of business and functional areas.
Identify and clearly articulate performance trends, risks, and opportunities across NAI.
Partner with the Head of FP&A to align on editorial commentary and key messages before final distribution.
Bring intellectual curiosity and financial judgment to the reporting process.
Coordinate reporting inputs from FP&A's Revenue & Commission Insights, Expense Management, and Strategic Finance Business Partner functions.
Partner with the Enterprise FP&A & Reporting team on integration of NAI results into enterprise-level reporting packages and Board / ELT materials.
Work closely with Corporate Accounting to ensure PubCo results and GAAP inputs are accurately reflected in NAI management reporting.
Build strong working relationships across FP&A Centers of Excellence to foster a culture of shared accountability.
Identify and drive improvements to the NAI reporting process, including input templates, consolidation workflows, review cadences, and document standards.
Partner with the FP&A modernization agenda to incorporate improved data sources, planning tools, and reporting capabilities.

Requirements

Strong financial storytelling skills, able to synthesize multi-source data into a clear, well-reasoned narrative for senior leadership.
Ability to coordinate inputs across multiple finance functions, holding partners accountable while maintaining collaborative relationships.
High attention to detail and strong document quality standards, with a track record of producing polished, executive-ready financial materials.
Proficiency in financial reporting tools and platforms, including Excel and Power BI or comparable BI tools.
Strong organizational skills and ability to manage multiple reporting cycles simultaneously in a fast-paced, deadline-driven environment.
8+ years of progressive FP&A, financial reporting, or corporate finance experience.
Demonstrated ability to produce executive-level financial packages in a complex, multi-entity organization.
Deep knowledge of insurance brokerage or financial services.
Ability to interpret and contextualize financial performance within the dynamics of the industry.
Experience in a Big 4 public accounting or advisory firm, with exposure to financial reporting, management reporting design, or finance function advisory engagements.
Familiarity with PubCo financial reporting standards and non-GAAP reconciliation frameworks in a pre-IPO or public company context.
Experience supporting C-suite audiences with financial reporting and performance analysis.
Knowledge of SOX compliance and internal control frameworks.

Skills

Excel
Power BI
Anaplan
Adaptive

Location

On-site

Work Type

On-site

Experience Level

8+ years of progressive FP&A, financial reporting, or corporate finance experience

Education Level

Bachelor's degree in Finance, Accounting, Economics, or a related field
MBA, CPA, or other relevant advanced degree or professional certification

Salary/Compensations

$127,000 - $172,000

Benefits

Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage

About the Company

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward.
Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries.
Acrisure was built on entrepreneurial spirit.
Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
North American Insurance (NAI) is Acrisure's largest business, representing over $2 billion of annual revenue across six lines of business — Commercial Lines, Personal Lines, Employee Benefits, Specialty Lines, Claims & Services, and Global Wholesale — and three functional areas including Placement, Revenue Operations, and Operations.
At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Equal Opportunity

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
Applicants may request reasonable accommodation by contacting leaves@acrisure.com.