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About the Role
We are seeking a Senior Financial Analyst to join our high-performing Financial Planning & Analysis (FP&A) team at Acrisure. This role will be instrumental in driving strategic insight and financial performance across the enterprise by collaborating with senior finance and accounting leadership, operational executives, and business leaders. The ideal candidate will have a strong foundation in financial analytics, business partnership, and enterprise-level planning.
Responsibilities
- Own forecasting processes for revenue and commissions, partnering with stakeholders and leadership to align forecasts with strategic objectives.
- Drive monthly financial performance reviews, identifying key variances and long-term trends, and delivering actionable insights.
- Lead financial modeling for enterprise-level optimization and growth initiatives.
- Guide business leaders on division performance, ROI, cost efficiency measures, and resource allocation through driver-based modeling and tracking business metrics and KPIs.
- Support LoB-level reporting, variance analyses, reforecasting, annual budgeting, and long-range strategic planning with accountability for data integrity, reporting accuracy, outlook intelligence.
- Identify and implement enhancements in forecasting, reporting, and analytics tools to improve efficiency and effectiveness across the FP&A function.
- Lead the monitoring, review, and interpretation of revenue and commission trends across Acrisure’s lines of business.
- Communicate key financial insights, trends, and drivers to senior executives, operation teams and LoB leaders.
- Serve as a strategic advisor and process lead in the annual budgeting, reforecasting, and financial outlook processes, aligning business performance with financial goals.
- Prepare and present executive-level reports and dashboards with insightful commentary on actual vs. budget and reforecast performance.
- Champion continuous improvement by enhancing financial models, processes, and stakeholder engagement strategies.
- Mentor and support junior team members and operate as a team player.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, MFin or CPA preferred)
- 5+ years of progressive experience in FP&A, preferably in the insurance, financial services, or related industries
- Prior experience with Adaptive, Workday, Office Connect, and financial reporting systems highly preferred
- Strong experiences with AI tools (e.g., Claude, Copilot, others)
- Strong business acumen with the ability to interpret complex financial data and translate it into strategic and actionable insights
- Investment Banking and/or Corporate Development background with strong modeling experience: three-statement models, DCF, LBO, M&A, Comparable Company Analysis, and/or Precedent Transactions
- FP&A or business strategy experience at an insurance company or financial services firm with a commission-based sales force.
- Ability to write SQL queries, model financial scenarios in Python (or equivalent programming language), and visualize insights through dashboards is highly preferred.
- Strong PowerPoint and story-telling skills
- Ability to help build the future-state of FP&A models and systems
- Exceptional analytical and critical-thinking skills with a strategic mindset
- Proven ability to influence and engage with senior stakeholders
- Strong communication skills—both written and verbal—across various levels of audience seniority
- Detail-oriented with the ability to see the bigger picture
- Proactive, self-motivated, and able to manage multiple priorities in a fast-paced environment
- Build and maintain trust, and work with confidential data and projects with discretion and professionalism
Skills
- Advanced proficiency in Microsoft Excel (including financial modeling and scenario analysis)
- Expertise in Microsoft Office Suite, including PowerPoint, Word, and Teams
- Technical agility and strong knowledge of financial reporting systems and tools, e.g. Workday ERP
- Ability to design and streamline reporting solutions using automation or data visualization tools (e.g., Power BI, SQL and/or Tableau are a plus).
Location
- On-site
Work Type
- On-site
Experience Level
- 5+ years of progressive experience in FP&A
- Senior
Education Level
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- MBA, MFin or CPA preferred
Salary/Compensations
- $90,000 - $122,000
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.
- At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact.
- Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
- 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.
- Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
- California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
- Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.